new
Conversations
š Conversation Views: Save Filters, Work Faster
Feature Overview
Conversation Views let you save your most-used conversation filters as reusable views, so you can switch focus instantly without rebuilding filters every time. This feature is ideal if you regularly check the same sets of conversations, e.g.
- Unassigned conversations
- Conversations from specific channels
- High-priority chats based on specific tags.
How it works
- Open Conversations and go to the Views section in the Inbox panel. Click + Create View.
- Add the required filters and provide a name for the view, Once View is created, it is added to the Inbox panel and displays all conversations matching the applied filters.
- Views are visible only to the user who created it by default. Admins can share views with other users from the view menu, helping teams stay aligned while managing conversations.
Why it matters
ā - Quickly switch between commonly used conversation filters
- Stay focused on high-priority or unassigned conversations
- Reduce repetitive filtering and save time
- Keep teams aligned with shared views
Note
:- You can enable this feature from Labs - Conversation Views: Save Filters, Work Faster. This feature is available only on the New Conversations interface. To enable the new interface, turn on CRM Redesign: Conversations and Contacts Page(Beta) from Labs.