Filters

Filters allow you to quickly find the conversations you're looking for among all those managed by your agents.

Available filters

By agent

Show only conversations managed by a specific agent. Useful when you have multiple agents configured.

By status

Filter conversations based on their current status:

| Status | Description | |--------|-------------| | In Progress | Active conversation with recent exchange | | Opportunity | Interested potential customer | | Potential Customer | Qualified lead to follow up | | Quote Request | Customer who requested a quote | | Follow-up | To be contacted again for updates | | Contacted | Customer already contacted | | Waiting Response | Waiting for customer response | | Info Only | Informational request only | | Not Interested | Customer not interested | | Spam | Spam or irrelevant message |

By source

Filter by origin channel:

• WhatsApp - Conversations from WhatsApp Business
• Widget - Conversations from the website widget

By date

Filter by date range:

• Select From date (start of period)
• Select To date (end of period)

By tag

Select one or more tags to filter conversations containing them.

Sorting

Sort results by:

| Criterion | Description | |-----------|-------------| | Last update | Most recent first (default) | | Creation date | Chronological creation order | | Message count | Most active conversations first |

You can choose the order:

• Descending - From most recent/highest to least
• Ascending - From least recent/lowest to most

Combining filters

You can combine multiple filters for precise searches. All active filters are applied together (logical AND).

Practical examples:

1. Hot leads from WhatsApp

   • Source: WhatsApp
   • Status: Opportunity

2. Follow-ups this week

   • Status: Follow-up
   • Date: Last 7 days

3. Urgent conversations

   • Tag: "Urgent"
   • Sort: Update date

Reset filters

Click Reset to remove all filters and return to the complete view.

Text search

The search bar searches in the conversation title/name. For a broader search, combine with appropriate filters.