Create custom views for conversations

Views are saved filters that live in the left menu of the conversations dashboard. Use them to jump straight to the conversations you care about — for example, all email conversations, everything assigned to a specific agent, or unread chats from one project.

1. In the left menu, expand the Views group and click + Add.

2. In the Create View dialog, give the view a name.
3. Under Filter options, click Add filter... and choose one or more filters.

You can combine as many filters as you need:

• Assigned to agent and Participating agent
• Channel (Chat, Email, Instagram, Messenger, Customer email)
• Contact
• Date range
• Hide spam conversations
• Labels
• Project
• Status
• Subject
• Ticket type
• Unread conversations
• Sort order

4. Click Save.

Saved views appear in the left menu under Views. Click one and the conversation list instantly shows only the conversations matching its filters — the list title shows the view name.

1. In the left menu, hover over the view.
2. Click the three-dots button that appears.
3. Choose Edit to reopen the dialog and change the name or filters, or Delete to remove the view.

Deleting asks for a confirmation, and only removes the saved filter — the conversations themselves are not touched.