Filter conversations and save a filter
Last updated: 1 October 2026 · 5 min read
A filter picks conversations by status, agent, channel, label, date and other fields. A saved filter becomes its own list in the sidebar.
Steps
-
1
Open the filter
On the Conversations page, click the “Filter” button at the top of the list. The “Filter conversations” window opens.
-
2
Set up the conditions
In each row, choose the field (for example “Status”, “Assignee name”, “Inbox name”, “Labels”, “Priority”, “Created at”, “Last activity”), the condition (“Equal to”, “Contains”, “Is x days before” and so on) and the value. For a new row, click “Add filter”, and join the rows with “AND” or “OR”.
-
3
Apply
Click “Apply filters”. Only matching conversations stay in the list. To remove the filter, click the “Clear filters” icon.
-
4
Save the filter
When a filter is applied, a “Save filter” icon appears at the top of the list. Click it, enter a name in the “Name this filter” field and click “Save filter”. The filter appears in the sidebar under Conversations › Filters. The button left of the name picks an emoji, which the sidebar shows instead of “#”.
-
5
Change or delete a saved filter
Open the saved filter: the “Edit filter” and “Delete filter” icons are at the top. The edit window changes its name and emoji too.