Keeping up with customer messages can get messy fast, especially when some include files, special requests, or key phrases that need quick attention. With these message filters in your CRM, you can sort conversations more clearly and make sure the right messages get attention at the right time.

📌 Why This Matters

When messages are easier to filter, your team spends less time digging through conversations and more time responding to customers. This helps you stay organized, spot important requests faster, and handle different types of inquiries without confusion. It also keeps your current workflow rules working as they already do, so you can improve your process without starting over.

✨ What’s New

• Has Attachments filter: Quickly identify whether a message includes a file with a simple yes or no option.
• Message Body filter: Filter messages based on whether the text contains a phrase, does not contain it, exactly matches it, is empty, or is not empty.
• Clearer filter setup: Message text rules are now easier to manage in one place instead of being split across separate options.
• Current rules stay in place: Older message phrase filters continue to work, so you do not have to rebuild anything already in use.

🛠️ How to Use It

1. Step 1: Open your workflow or automation where message filters are set up.
2. Step 2: Choose either Has Attachments or Message Body as your filter.
3. Step 3: Select the condition you want, such as yes/no, contains, does not contain, exact match, empty, or not empty.
4. Step 4: Enter the phrase if needed, then save your filter.
5. Step 5: Use these filters to direct messages to the right next step, such as flagging file-based inquiries or separating common request types.

💡 Pro Tip

If you regularly get order questions, quote requests, or file uploads, set up message filters around those patterns so your team can respond faster and turn more inquiries into sales.