Overview
Conversation filters let support and sales teams cut through a noisy unified inbox and surface exactly the threads they need to act on right now. Combine filters across channel, status, assignee, team, label, customer attribute, language, sentiment, or any CRM field, then save the result as a reusable view for yourself or your team. It's the difference between scrolling 800 open chats and opening one tab that says "unresponded WhatsApp leads from Riyadh, last 24 hours."
- Filter by channel, status, agent, team, label, or priority
- Stack multiple conditions with AND/OR logic in one view
- Filter by Captain AI sentiment, intent, or detected dialect
- Query against CRM fields — deal stage, lead score, company
- Save views privately or share them across your team
- Pin saved views to the sidebar for one-click access
- Filter by SLA risk, first-response time, or unread duration
How it works
Build the filter
Open any inbox and stack conditions across channel, status, assignee, label, language, sentiment, or CRM fields. Preview updates live as you add rules.
Save it as a view
Name the filter, choose private or shared with your team, and optionally pin it to the sidebar so it's one click away.
Work straight from the view
Reply, reassign, bulk-tag, or hand off to Captain AI without leaving the filtered list. Views auto-refresh as new conversations match.