Managing customer conversations can get overwhelming, especially when you need to filter through different types of messages regularly. Custom Conversation Views help you save your favorite filters, so you can instantly access the conversations that matter most without rebuilding your searches every time.
📌 Why This Matters
Being able to quickly switch between important conversations helps you stay organized and responsive. Whether it’s unassigned chats, conversations from a specific platform, or messages tagged as urgent, having these views ready means less fumbling and more focus on your customers.
✨ What’s New
- Save Your Filters: Create reusable views with your preferred conversation filters for quick access.
- Personal and Shared Views: Your saved views are private by default, but you can share them with your team to keep everyone on the same page.
🛠️ How to Use It
- Step 1: Go to your Inbox and find the Views section in the Conversations panel.
- Step 2: Click the + Create View button to start building a new filter.
- Step 3: Add the filters you want, such as unassigned messages or chats from a specific channel, and give your view a clear name.
- Step 4: Save the view, which will now appear in your Inbox panel for easy selection anytime.
- Bonus Step: If you work with a team, share your views so others can use the same filters and stay aligned.
💡 Pro Tip
Saving custom conversation views helps you respond faster to high-priority messages, improving customer satisfaction and ultimately supporting your business growth.
