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Search and Filters

Search and filters help you find specific conversations quickly, even when your inbox contains hundreds or thousands of threads. You can also save filter combinations as named views for one-click access.

The search bar at the top of the conversation list lets you find conversations by:

  • Name — contact first or last name.
  • Email — email address.
  • Phone number — full or partial phone number.
  • Company — company or organization name.

Start typing and results will filter in real time.

Filters​

Filters let you narrow the conversation list based on specific criteria. Available filters include:

  • Pipeline stage — show only contacts in a specific stage (e.g., "In Progress" or "Done").
  • Tags — filter by one or more tags applied to contacts.
  • Assignee — show conversations assigned to a specific team member or AI agent.
  • Activity status — filter by active, inactive, or snoozed conversations.
  • Date range — limit results to a specific time period.

Combining Filters​

You can apply multiple filters at the same time to create precise results. For example:

  • Contacts tagged "Enterprise" and in the "Review" pipeline stage.
  • Conversations assigned to a specific agent and active within the last 7 days.

Filters are additive — each additional filter narrows the results further.

Saving Views​

Once you have a filter combination that you use frequently, save it as a named view.

  1. Apply the filters you want.
  2. Click Save View.
  3. Give the view a descriptive name (e.g., "Unread Enterprise Leads" or "My Active Deals").

Saved views appear in your view list for instant access. Views are shared across your team, so the entire organization can use the same saved filters without recreating them.

Next Steps​

  • Views and Layouts — customize how contact data is displayed across the platform
  • Contacts — manage your full contact database in the CRM