How to Use Conversation Filters & Bulk Actions Overview

The Conversation left panel is a new addition to the Conversations UI, which helps users filter conversations & perform various actions on them to improve their experience & effectiveness overall.

Enable the 'Conversation Filters' first within 'Labs.

To activate the conversation filters, please head into Sub-account 'Settings' > Click on 'Labs' > 'Enable' conversation filter.


Features:

Bulk actions (limited to 100 conversations at a time)


You can perform Conversation specific Bulk Actions to handle multiple conversations simultaneously. You can perform the following Conversation Bulk Actions:

  1. Mark conversations as Read: All conversations will be marked as read.

  2. Mark conversations as Unread: All conversations will be marked as unread.

  3. Mark conversations as Starred: All conversations will be marked as starred.

  4. Mark conversations as Unstarred: All conversations will be marked as unstarred.

  5. Delete conversations: Conversations will be deleted.


Filter conversations (quick filters)


You can filter Conversations based on a few filters, allowing you to narrow down your Conversations View to something you need now.

The following filters are available:

  • By conversation type

  • By assignee

  • By last message channel: Filter the conversations whose last message was from the selected channel.

  • By last message type: Filter the conversations whose last message (outbound) was from the selected type.

  • By last message direction: Filter the conversations whose last message direction was from the selected type.

  • By last outbound message type.


Sort conversations


You can sort your Conversations based on time. It helps in going through your conversations more easily.

You can sort it as follows:
- Latest

- Oldest


Starred functionality:


A conversation can be marked starred. By doing so, the conversation will have an icon attached for identification.


To mark a conversation as starred:

Click on the star icon in the upper right corner of the conversation preview window. If you want to unmark a conversation as starred, click on the star icon again.

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