Filtering your conversations allows you to adjust your view of the conversation list to see exactly what you need to see. You can filter your conversations by clicking either of the two filters above the conversation list. In the example below, clicking either filter will open a drop down menu.
My/Everyone Conversations Filter
Clicking on the left dropdown menu will give you the option of filtering between:
1) My conversations
2) Everyone’s Conversations
Note: If you are not an Administrator or Manager on your team’s message queue, then you will see no difference after selecting Everyone’s Conversations. Please have your admin change your role to manager or admin to give you access to see these conversations.
Active Conversation Filter
The right dropdown menu lets you filter between by a conversation’s Status:
1) Active Conversations = active/in progress conversations
2) Unreplied Conversations = conversations where the recipient was the last to send a message
3) Completed Conversations = completed conversations. You can tell that a conversation is completed because the recipient (or number) will be italicized and grayed out
4) Conversations with Scheduled messages = conversations that contain scheduled messages or notes
5) All Conversations = all of the above
Once you set your filters on a device, the filters will stick until you adjust it again. This means you only need to change your filters one time on your computer and one time on the mobile app for it to stay on your desired view for each device.
As a best practice, we recommend defaulting to your filters to show Active conversations.
Searching for Conversations Video Walkthrough
Searching for Conversations Step by Step Instructions
Use the magnifying glass icon to quickly search for a conversation by phone number, contact name, word, phrase etc.
Advanced Search 2-Minute Video Walkthrough
Advanced Search Step by Step Instructions
To make a field specific Advanced search that you can revisit at any time, click on Advanced search below the standard search bar.
Create an advanced search using these options: users, teams, channels, contact/company name, tags, conversation status.
In the example below, we see Michael Scott saving a search with Dwight’s open conversations by selecting Dwight Schrute under (users) and selecting Active under (status). He names the search “Dwight’s Convos”.
When hitting the magnifying glass, your saved searches will show for easy accessability.
- Questions? You can chat with Captivated Support via the left-hand menu or text Captivated Support at 317.316.3600