Filtering Chats
When you have many conversations, filters help you find exactly what you're looking for. Click the filter button (funnel icon) next to the search bar to open the Filter Chats drawer.
2. Capture the full Filter Chats drawer showing all filter fields
Save to:
static/img/screenshots/chat/filtering-chats/filter-drawer.pngAvailable Filters​
The filter drawer has multiple filter options. You can use one or combine multiple filters to narrow down your conversations.
Channel​
Filter conversations by messaging channel:
| Option | Description |
|---|---|
| All Channels | Show conversations from all channels (default) |
| Show only WhatsApp conversations | |
| Facebook Messenger | Show only Messenger conversations |
| Instagram DM | Show only Instagram conversations |
Assigned Agent​
Filter conversations by the agent they are assigned to.
| Option | Description |
|---|---|
| All Agents | Show all conversations (default) |
| Specific agent | Show only conversations assigned to that agent |
Contact Group​
Filter by the contact group the customer belongs to.
Message Status​
Filter by the delivery status of the last message:
| Status | What it finds |
|---|---|
| Need Reply | Conversations where the customer is waiting for a response |
| Nearing Expiry | Conversations where the 24-hour window is about to close |
| Unread | Conversations with unread messages |
| Failed | Conversations where the last message failed to send |
| Delivered | Last message was delivered |
| Read | Last message was read by the customer |
| Replied | Customer has replied to your last message |
| Sent | Last message was sent but not yet delivered |
Lead Status​
Filter by the lead qualification status. The options are dynamic based on your configured lead statuses, each shown with its color indicator.
Sent By​
Filter by how the last message was sent:
| Option | Description |
|---|---|
| All | Show all conversations |
| Automation | Messages sent by chatbot or automation |
Date Range​
Filter conversations by message date:
- Message Start Date — Show conversations from this date onward
- Message End Date — Show conversations up to this date
Use both together to see conversations within a specific period.
Lead Broadcast​
Filter by a specific broadcast campaign. Useful for tracking responses to a particular campaign you sent via Compose Message.
Template​
Filter by conversations that used a specific message template. Templates from all channels (WhatsApp and Messenger) are available in this filter.
Lead Tags​
Filter by tags assigned to leads. This filter supports multiple tags and has two matching modes:
| Mode | Description |
|---|---|
| Match Any Tag | Show conversations that have at least one of the selected tags |
| Match All Tags | Show conversations that have all of the selected tags |
The tag matching mode dropdown appears after you select one or more tags.
2. Select 2-3 tags from the Lead Tags dropdown
3. Capture the tags dropdown and the Tag Filter Mode selector showing Match Any/Match All options
Save to:
static/img/screenshots/chat/filtering-chats/tag-filter-mode.pngApplying and Resetting Filters​
At the bottom of the filter drawer:
| Button | Action |
|---|---|
| Apply | Applies your selected filters and updates the chat list |
| Reset | Clears all filters and shows all conversations |
2. Capture the Reset and Apply buttons
Save to:
static/img/screenshots/chat/filtering-chats/apply-reset-buttons.pngActive Filter Chips​
After applying filters, colored chips appear below the search bar in the chat list. Each chip shows:
- The filter name and selected value
- An X button to remove that specific filter
You can also click Clear All to remove all active filters at once.
| Filter | Chip Color |
|---|---|
| Channel | Emerald |
| Agent | Blue |
| Group | Purple |
| Message Status | Green |
| Lead Status | Orange |
| Sent By | Indigo |
| Date Range | Cyan |
| Broadcast | Pink |
| Template | Violet |
| Tags | Teal |
2. Close the filter drawer
3. Capture the filter chips area showing the colored chips and Clear All button
Save to:
static/img/screenshots/chat/filtering-chats/filter-chips-example.pngFilters stay active as you browse different conversations. Use Clear All when you want to go back to seeing all chats.