You will have the ability to filter conversations with multiple attributes at once and even query them with AND and OR operators.
YCloud Inbox offers filtering conversations by the below attributes:
- Conversation Status
- Agent Assigned
- Conversation Identifier
- Browser Language
- Referrer Links
- custom attributes
You can simply click on the filter icon to open the conversation list panel.
You will now be presented with the filters popup, which let's you select the filter type, the operator (equal to, not equal to, present, not present) and the value.
Sort and filter contacts based on different categories. And now we can save them as segments and will be displayed in the secondary sidebar under the segments section. This feature will help users to custom save different contacts on users' views.
You can simply click on the filter button in the header of the contact page.
- Click on the filter button in the right top of the contact page
- Select the filter type, the operator (equal to, not equal to, contains, does not contains) and the value.
- After applying the filter it will fetch all contacts based on given values. And now you can see the save filter button in the header of the contact page and click the save filter button, as in bellow attached image.
- You can find the saved segment in the secondary sidebar, by clicking the segment it will show all the contacts that you have saved above.
Delete - If you want to delete the saved segment you can delete it, by clicking the delete filter button in the header of the contact page.
Updated 12 months ago