How To Filter & Sort Conversation List?
Filtering and sorting conversations in the Engage inbox makes it easier to manage, locate, and respond to important conversations, especially when dealing with high volumes of conversations from multiple platforms.
Filter By Conversation State
To filter conversations by their state (Open, Closed, or Snoozed), follow these steps:
Go to Engage.
Select the inbox or view from the sidebar you want to filter.
From the Filters bar, select Open.
Choose the conversation state you want to view from the drop-down: Open, Close, or Snoozed.
The conversations of the selected state will then be displayed in the conversation list.
Sort
To sort conversations in a list, follow these steps:
Go to Engage.
Select the inbox or view from the sidebar you want to sort.
From the Filters bar, select Newest.
Choose the sorting option from the drop-down: Newest, Oldest, Recently replied, Waiting longest, or Priority first.
The conversations will then be sorted and displayed in the conversation list according to your selected sort option.
Filter By Date
With the Date picker, you can filter conversations within a specific date range. This allows you to see the total number of conversations opened, closed, or snoozed across all Inboxes within the selected range.
To use the Date picker filter:
Go to Engage.
Select the inbox or view from the sidebar you want to filter.
From the Filters bar, select All .
Choose from a predefined date range or select Custom period to filter the conversations.
The selected range will now be applied to your filters.
At any time, the number of conversations in the list according to the set filters is displayed beside the conversation state in the list. For a large number of conversations in the list, we display (999+) .