Default View

Add a Filter to the Default View

1. Look for the 'Filter' button in the upper right corner of your chat list and click on it.

1. The click will open a menu. Choose the 'Default' option if not selected already, and then click on 'Add Filter.'

1. Suppose you want to filter chats based on the assigned agent. Select 'Assigned to' as your filter category.

1. Click on 'In' and then 'Select Value.' A list of agents in your team will appear.

For instance, choose "Agent Smith" and "Agent Brown."

1. Select 'Sort by' and pick 'Unread Message.' This means chats will be organized by the number of unread messages from customers.

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. Choose 'ASC' or "DSC' from 'Order By.' Choose 'Descending' to display chats with the most unread messages first and vice versa.

1. Click 'Apply and Close' to implement the filter and close the menu.

1. Your chat list will now show chats assigned to Agent Smith and Agent Brown, sorted by the number of unread messages in descending order.

You can also create your own view for quick access to the same filter in the future. For the same, tap below:

Create View