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Inbox Views

You can filter the conversations based on criteria that you define and save the filtered view. We call this feature Inbox view. 🤩

With inbox view, you and your team can easily see all of the conversations that meet certain filter(s) with just a click, for example, all the conversations with sales leads.

Create a View

To create a view, follow these steps:

  1. Find Views in the inbox navigation.
  2. Click on the plus sign in front of it.
  3. Create a name for your view, for example, Mohamed’s Sales Leads.
  4. Click on the +Filter button to see the list of available filters. There are 8 different filters available:
  • Assignee; The teammate who is assigned to a chat
  • Channel; A channel with a specific account. For example your WhatsApp channel with the number +97123456789
  • Channel type; A channel regardless of your account. For example, your WhatsApp channel which can include more than 1 phone number.
  • Tag; the tags you choose for a customer chat.
  • Status; The status of the chats and whether they are opened, unanswered, blocked, closed, permanently closed.
  • First message posted; The date of the first message sent from the customer (before or after a certain date).
  • Last message sent- The date of the last message you sent to a customer.
  • Snoozed until; The date of a chat’s snoozing.
  1. Click Save View.
  2. The views appears on the left side under Views. All of the future conversations that match the filters of your view will go under that view.

Edit or Delete a View

  1. Select the view you would like to edit.
  2. Click on the Edit button at the top of the chats.
  3. Make any changes you need.
  4. Click Update View.

To delete a view,

  1. Click Views.
  2. Select the view you’d like to delete.
  3. Click on the bin button.
  4. Select Delete.