How to use Conversation Filters & Bulk Actions Overview

How to use Conversation Filters & Bulk Actions Overview

July 27, 20242 min read

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.
This article will cover conversation filters and bulk actions.


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

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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.

  • By the last outbound message action: Manual or Automated

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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 to oldest

- Oldest to latest

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Please Note

This will also work in combination with the Quick filters mentioned above to make Conversations more structured.
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So, in essence if you have filters applied and sort based on oldest or latest the system will also account the filters you have selected


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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