Saved Filters & Views
Saved Filters let you create custom views of your chat list — like "VIP clients only" or "Unread Hebrew conversations" — and share them with team members.
Why use saved filters?
- Focus: See only the conversations that matter to you right now
- Team scoping: Give team members access to specific conversation segments
- Quick switching: Swap between views with one click
- Consistent: The same filter logic runs every time — no manual searching
Creating a filter
- Open the filter panel: Click the filter icon (funnel) above your chat list.
- Add conditions: Combine any of these:
| Filter type | Examples |
|---|---|
| Labels | Has label "VIP", does NOT have label "Resolved" |
| Read status | Unread only, Read only |
| Contact type | Individual, Group, Channel |
| Assigned to | Me, specific team member, unassigned |
| Date | Last 7 days, last 30 days, custom range |
| Language | Contact's detected language |
| Has media | Contains images, videos, documents |
| Custom fields | Any custom contact field value |
- Save the filter: Click "Save as..." → give it a name → done.
Using saved filters
- Click the filter dropdown above your chat list.
- Your saved filters appear as named options.
- Select one → chat list instantly shows only matching conversations.
- The filter badge shows how many chats match.
Sharing filters with team
Saved filters are powerful when combined with the Share Wizard:
- Create a saved filter (e.g., "Spanish-speaking leads").
- Open Share Wizard → invite a team member.
- Select a scoped role (Viewer/Team Member/Manager).
- Assign the filter — the team member ONLY sees conversations matching that filter.
This means you can give a Spanish-speaking agent access to only Spanish conversations, without exposing the rest of your inbox.
Filter logic
- Multiple conditions within the same type: OR (e.g., label "VIP" OR "Premium")
- Conditions across types: AND (e.g., label "VIP" AND unread AND last 7 days)
Tips
- Pin your most-used filter as the default view when you open the app.
- Combine with perspectives — Labels Perspectives are label-based views; Saved Filters are broader.
- Team efficiency — create "Needs response" (unread + last 24h) for your team's triage queue.
Related
- Labels & Auto-Labels — organize chats for better filtering
- Roles & Permissions — how scoped roles use filters
- Sharing Your Inbox — full Share Wizard guide