How to use the inbox filter?

Step 1: Access the Inbox

• From your main dashboard, navigate to the inbox. This is where all incoming calls, emails, and messages from various channels are displayed.

Step 2: Locate the Filter Button

• In the inbox, look for the search bar at the top of the page.
• To the right of the search bar, you will see a small, funnel-shaped icon. This is the filter button. Click on this button to open the filter options.

Step 3: Choose Your Filter Criteria

The filter pop-up menu provides several options to narrow down your search. You can select one or more of these filters to refine your results.

• Filter by Caller:
  • Click on the field for "Customer"
  • A drop-down list will appear. Select a specific caller to see their interactions.
• Filter by Inquiry Tags:
  • Click on the field for "Inquiry Tags."
  • You can then select one or more inquiry tags to filter the conversations. Some examples of tags include:
    • "New customers"
    • "Standard jobs"
    • "Quotation requests"
    • "Web inquiry"
    • "Urgent"
• Filter by Status:
  • Click on the field for "Status."
  • This allows you to filter calls by their current status. The available options include:
    • "Newest"
    • "Unread"
    • "Hired" (for jobs that have been assigned)
    • "Archived"
• Filter by Communication Channel:
  • Click on the field for "Communication Method."
  • Select the specific channel you want to view communications from, such as:
    • "Call"
    • "Email"
    • "Chatbot"
    • "SMS"
    • "Web form"
• Filter by Date:
  • Use the "Start Date" field to set a date range for your search.
  • The date filter is based on a weekly view, so selecting a date will show you all calls from that week onwards.

Step 4: Apply the Filters

• Once you have selected all the desired filters, click the Apply Filter button at the bottom of the pop-up.

The inbox will automatically refresh to display only the conversations that match your selected criteria.