/ZuspX0DbGKC-JkbD Handling a high volume of messages across multiple communication channels can be overwhelming. TheQuick Filtersfeature simplifies message management by allowing you to organize conversations based on specific criteria, such as assigned users, engagement scores, message types, and channels. With just a few clicks, you can quickly find important conversations, prioritize responses, and improve overall communication efficiency.

Using Quick Filters

This button is located to the right of the search bar and looks like three lines. When you click on it, a right-side panel will open where you can start applying your filters.

Filter Type

You can easily filter through your messages using any of these filters or one filter from each filter type.

Engagement Score

The engagement score reflects a contact’s level of interaction with your messages, helping you prioritize conversations based on activity.

Assigned

None:To view conversations that have not been assigned to a team member, select the

None option. Here you will be able to view all conversations that have not been assigned to any team member.

Assigned To:You can view messages assigned to specific team members by clicking the

Assigned To button. Once you do, you will see a drop-down list of your team members. Click on one or more team members to view the conversations assigned to them.

Not to:This will exclude all conversations assigned to the selected team member(s), showing

you only conversations that are unassigned or assigned to unselected contacts.

Follower

Is:You can view conversations a team member follows. Once you select this option, you will

see a drop-down list of your team members.

Is not:This will exclude all conversations followed by the selected team member(s).
Is empty:To view conversations that aren't followed, select the Is empty option. Here you will

be able to view all conversations that have not been assigned to any team member for monitoring.

Is not empty:This will only show you conversations that are being followed by a team

member.

Mentions

Is:You can view messages that mention a specific team member by selecting this option.
Is not:This will exclude all conversations that mention a specific team member.

Last Message Direction

Inbound:The Inbound filter will show all of the latest messages that have come into your

CRM on any messaging channel.

Outbound:The Outbound filter will show all of the latest messages that have gone out of your

CRM on any messaging channel.

Last Outbound Message Type

Manual:This allows you to filter the messages that were sent manually.
Automated:If you want to access just your automated messages, click on the "Automated"

filter.

Last Message Channel

In the "Last Message Channel", you can select any of the communication platforms you would like to limit your results to or exclude from the results. You can select multiple channels at once from the drop-down menu.

SLA

Is Overdue:You can view conversations that are overdue for a response by selecting this

option.

Is Active:This will show you all conversations that are still inside the response window.
Is Due Soon:To view conversations that are about to become overdue for a response.

You can mix and match the filters for more specific results by using the “And/Or” buttons.

These filters allow you to easily and quickly separate conversations, helping you cut through the noise and get straight to the ones you need to interact with, helping you streamline your process.