Documentation
Inbox

Find and Organize Chats

Search the inbox, combine filters, and save frequently used views.

Use the chat list to narrow a large inbox to the conversations that need action.

Search the chat list by client name or phone number. Search works together with the selected tab, status, and filters.

Available Filters

FilterUse it to
IntegrationsShow chats from selected channels or accounts.
TagsFind clients with selected tags.
Operators and managersFind chats owned by selected staff members.
GroupsLimit results to selected teams.
StatusesCombine Auto, Manual, Unassigned, or Blocked.
ReplyShow all chats, chats without a reply, or read chats without a reply.
Created from / toLimit chats by creation date.

The filter button shows how many filter groups are active. Click Reset to clear the current filter set.

Saved Filters

Save a useful combination when you need it regularly.

  1. Configure filters.
  2. Click Save filter.
  3. Enter a clear name, such as Unassigned Telegram today.
  4. Select the saved filter from the navigation to apply it again.

Selecting the active saved filter again clears it. Deleting a saved filter does not delete or change any conversations.

Useful Views

GoalSuggested setup
Find unanswered workReply: Without reply plus the relevant integration or group.
Review read but unanswered chatsReply: Read and without reply.
Find unowned conversationsStatus: Unassigned.
Review your follow-upsMy chats plus a follow-up tag.
Monitor automation handoffStatus: Manual plus the automation integration.

Visible tabs and filter results depend on your chat permissions and current organization.

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