Summary

WATI provides various filtering options to help you manage and organize your Team Inbox efficiently. By using filters, you can quickly find relevant conversations based on different criteria, such as chat status, unread messages, assigned operators, and more. This article explains how to use filters effectively to streamline your workflow and improve response time.

Instructions

Available Chat Filters

You can filter chats in your Team Inbox based on the following criteria:

General Filters

All Chats – Displays all contacts in your inbox.
Active Chats – Shows new, open, or pending conversations.
Broadcasts – Lists conversations where at least one broadcast message was sent.
Unassigned – Displays contacts that have not been assigned to any operator.
Unread – Shows conversations with unread messages.
Last 24 Hours – Filters conversations that were active within the last 24 hours.
Assigned to Me – Displays contacts assigned to the logged-in operator.
Favorite Only – Lists starred contacts marked as "favorite."

Status-Based Filters

New – Shows conversations with the "New" status.
Open – Displays active conversations marked as "Open."
Pending – Lists active conversations with the "Pending" status.
Solved – Shows conversations marked as "Solved."
Expired – Displays expired conversations.
Blocked Chats – Lists conversations that have been blocked.

Using the Search Feature

The search bar allows you to find specific conversations based on different references:

All – Searches messages, contact names, and phone numbers.
Phone or Name – Find contacts using their name or phone number.
Messages – Searches for specific keywords within chat messages.

Advanced Filtering Options

In addition to basic filters, you can refine your search using advanced attributes:

Attributes – Filters conversations based on predefined values (e.g., status, allow broadcast, allow SMS, name, phone).
Custom Attribute – Searches for contacts with a selected custom attribute.
Assignee – Filters conversations by assigned operators (can select multiple).
Status – Filters conversations by their current status.
Team – Filters conversations based on the assigned team (can select multiple).
Tag – Searches conversations tagged with specific labels (can select multiple).

How to Apply Filters

To filter conversations in your Team Inbox:

Click the filter icon in the upper left panel of the Team Inbox.

In the modal window, click the Add New Segment + button.

Select the desired filter type from the list.

Click the Apply button to activate the filter. By utilizing these filters, you can quickly locate important conversations and improve your chat management workflow in WATI. By following this guide, you’ll be able to optimize your Team Inbox and focus on conversations that matter most.

Frequently Asked Questions (FAQs)

General Questions

1. What is the purpose of chat filters in WATI?

→ Chat filters help you organize and manage conversations efficiently by allowing you to sort messages based on different criteria, such as chat status, unread messages, assigned operators, and more.

2. Where can I find the filter option in WATI?

→ You can find the filter icon in the upper left panel of the Team Inbox. Clicking on it will open a modal where you can apply different filters.

Using Chat Filters

3. What are the available chat filters in WATI?

→ WATI provides multiple chat filters, including:

All Chats – Displays all contacts.
Active Chats – Shows new, open, or pending conversations.
Broadcasts – Lists conversations where at least one broadcast message was sent.
Unassigned – Displays contacts not assigned to any operator.
Unread – Shows conversations with unread messages.
Last 24 Hours – Filters conversations active within the last 24 hours.
Assigned to Me – Displays conversations assigned to the logged-in operator.
Favorite Only – Lists contacts marked as “favorite.”

4. Can I filter conversations by status?

→ Yes, you can filter conversations based on their current status:

New – Shows conversations with the "New" status.
Open – Displays active conversations marked as "Open."
Pending – Lists active conversations with the "Pending" status.
Solved – Shows conversations marked as "Solved."
Expired – Displays expired conversations.
Blocked Chats – Lists blocked conversations.

Advanced Filtering Options

5. Can I search for specific conversations using keywords?

→ Yes, the search feature allows you to find conversations based on:

All – Searches messages, contact names, and phone numbers.
Phone or Name – Finds contacts using their name or phone number.
Messages – Searches for specific keywords within chat messages.

6. How can I filter conversations using custom attributes?

→ You can refine your search using attributes such as:

Attributes – Filters conversations based on predefined values (e.g., status, allow broadcast, allow SMS, name, phone).
Custom Attribute – Searches for contacts with a selected custom attribute.
Assignee – Filters conversations by assigned operators (can select multiple).
Status – Filters conversations by their current status.
Team – Filters conversations based on the assigned team (can select multiple).
Tag – Searches conversations tagged with specific labels (can select multiple).

Applying Filters

7. How do I apply filters to my Team Inbox?

→ To apply filters:

Click the filter icon in the upper left panel of the Team Inbox.
Click the Add New Segment + button in the opened modal.
Select the desired filter type from the list.
Click the Apply button.

8. Can I use multiple filters at the same time?

→ Yes, you can apply multiple filters simultaneously to narrow down your search results and find specific conversations more effectively.

Troubleshooting

9. Why can’t I find a specific conversation using filters?

→ Ensure that you have selected the correct filter criteria. If the conversation still doesn’t appear, try searching by name, phone number, or message keyword.