Filter Customer List

Chatman provides a list of filters in 'Shared Team Inbox' to quickly find out the relevant customers based on various criteria.

Different Filter Options

• Assigned to: You can filter customers based on which agent was assigned to handle the queries.

• User tags: You can filter customers based on the tags you assign to them. Tags are labels that describe the user’s interests, preferences, behavior, or status.

• Conversation status: You can filter customers based on the status of their conversation. For example, you can filter users who have an open or closed conversation.

• Conversation labels: You can filter customers based on the labels you assign to their conversations. Labels are categories that describe the topic or purpose of the conversation.

• Created on: You can filter customers based on the date when they started the conversation.

• Last active: You can filter customers based on the date when they last interacted.

• Is 24hr active?: You can filter customers based on whether they have been active in the last 24 hours.

• Time of user’s last message: You can filter customers based on the time when they sent their last message.

• User’s last message was answered?: You can filter customers based on whether their last message was answered or not.

• Last message read by user?: You can filter customers based on whether they have read the last delivered message.

Using Filter Option

1. In the right-hand corner of the Customer's Name section, you can find a Filter Icon.

1. Click it, and you will end up at a form, as shown below.

1. Tap 'Add Filter' and select the attribute based on which you want to narrow down your search.

For example, if you want to find only the customers who contacted you last week, you can click on the filter icon, opt for 'Created on’, select ‘Less than X days ago,’ and finally enter the value as 7.

Different Filters

• Assigned to: You can filter customers based on which agent was assigned to handle the queries.

• User tags: You can filter customers based on the tags you assign to them. Tags are labels that describe the user’s interests, preferences, behavior, or status.

• Conversation status: You can filter customers based on the status of their conversation. For example, you can filter users who have an open or closed conversation.

• Conversation labels: You can filter customers based on the labels you assign to their conversations. Labels are categories that describe the topic or purpose of the conversation.

• Created on: You can filter customers based on the date when they started the conversation.

• Last active: You can filter customers based on the date when they last interacted.

• Is 24hr active?: You can filter customers based on whether they have been active in the last 24 hours.

• Time of user’s last message: You can filter customers based on the time when they sent their last message.

• User’s last message was answered?: You can filter customers based on whether their last message was answered or not.

• Last message read by user?: You can filter customers based on whether they have read the last delivered message.

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1. You can also combine multiple filters by simply tapping 'Add Filter' to refine your search.

Let's say you only want the customers whose 'conversation status' is 'open' from all the customers who contacted you last week.

1. Now, under 'Sort By', choose 'unread message' or 'conversation updated.'

Unread messages: View customers whose messages are yet to be seen.

Conversation Updated: View customers whose messages are updated, which means the agent or bot has responded to the query at last.

1. Now choose 'ASC' or 'DSC' from order by.

If you want the chats with the most unread messages to be shown first, opt 'DSC' or else for chats with the least unread messages on top, opt 'ASC.'

1. Tap 'Apply & Close' to filter. You'll see the list of customers that match your preferences.

1. If you want to reset the filter, tap 'reset filter' to opt out.

You get two types of views in the 'Filter' option, the above-explained one was 'Default View'. The other type of view is listed below:

Types of 'View' In Filter

Default View

You can add the filter to your default view.

Default View

Create View

You can add the filter and create your own view, just for quick access for future use for the same filter.

Create View