“The right conversations, right when you need them.”

- Paul Duncan

💬 Conversation Views: Save Filters and Stay Focused

Managing conversations can get overwhelming when messages come in from multiple channels, users, and priorities. That’s why Conversation Views were created to help you work faster, stay organized, and focus on what matters most.

With Conversation Views, you can save your most-used filters as reusable views, so you don’t have to rebuild them every time you open your inbox.

⭐ What Are Conversation Views?

Conversation Views allow you to create saved inbox filters that instantly show specific groups of conversations.

They are perfect if you regularly check:

Unassigned conversations

Messages from a specific channel (SMS, WhatsApp, Email, etc.)

High-priority conversations based on tags

Conversations that need immediate attention

Once saved, each view becomes a one-click shortcut inside your inbox.

⚙️ How Conversation Views Work

Setting up a view is quick and simple:

1️⃣ Open the Conversations Inbox

Go to the Views section in the Inbox panel.

2️⃣ Click “+ Create View”

Add the filters you need and give your view a clear name.

3️⃣ Save the View

Once saved, the view appears in the Inbox panel and automatically shows all conversations that match your filters.

From now on, switching focus takes just one click.

👥 Personal Views and Team Sharing

By default, Conversation Views are private only visible to the user who created them.

For teams, Admins can:

Share views with other users

Keep everyone focused on the same priority conversations

Reduce confusion and miscommunication

This makes Conversation Views especially useful for support teams, sales teams, and agencies managing multiple inboxes.

⭐ Why Conversation Views Matter

Conversation Views aren’t just a convenience they’re a productivity boost.

🚀 Switch Focus Instantly

Jump between common conversation sets without reapplying filters.

🎯 Stay Focused on Priorities

Always know which conversations need attention first.

⏱️ Save Time Every Day

No more repetitive filtering or inbox cleanup.

🤝 Keep Teams Aligned

Shared views ensure everyone is working from the same playbook.

🧠 Real-Life Use Cases

You check Unassigned Conversations first thing every morning

You can monitors High-Priority Leads with specific tags

You can track Urgent Client Conversations across channels

Each scenario becomes faster and cleaner with saved views.

✅ Final Thoughts

Conversation Views help you take control of your inbox by removing repetitive work and bringing clarity to your daily workflow. With saved filters, instant switching, and team sharing, your conversations stay organized and your response times improve.

Less searching.

More responding.

Better conversations.