Saved views and filters

Saved views let you save the conversation filters you use most and get back to them in one click, instead of rebuilding them every time. A busy front desk might keep views for unassigned conversations, for messages from one channel or for chats with a high-priority tag.

To create a view:

• Open Conversations and go to the Views section in the inbox panel.
• Click Create View.
• Add the filters you want and give the view a name.

The view then appears in the inbox panel and shows every conversation that matches its filters. By default, only the person who created a view can see it. Admins can share a view with other users from its menu so the team works from the same list.

Saved views are a Labs feature and only work in the new Conversations interface. To use them, turn on Conversation Views in Labs, along with the beta CRM redesign for the Conversations and Contacts pages.

You can filter by conversation type, assignee, last message channel, last message type, last message direction, and whether the last outbound message was manual or automated. You can sort from latest to oldest or oldest to latest, and sorting works together with filters.

From the list, you can also run bulk actions on up to 100 conversations at a time: mark them as read or unread, star or unstar them, or delete them. Starred conversations show a star icon, which you can turn on or off from the conversation preview.

Filter conversations by calls, contacts and deals

Focus your inbox using six new filters for channel account, last call status, contact type, opportunity pipeline, stage and status. Combine conditions to find callbacks and follow-ups that need attention.