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.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
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.
Campaigns – Lists conversations where at least one campaign 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 campaign, 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.
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.
You can enable this option by selecting the checkbox to sort and display older chats first.
If you use this filter often, you can also save it for quick access later.
Frequently Asked Questions (FAQs)
General questions
1. What are chat filters in the Wati Team Inbox?
Chat filters help you organize and find conversations quickly based on criteria like chat status, assignment, unread messages, or recent activity.
2. Why should I use filters in the Team Inbox?
Filters help you focus on relevant conversations, reduce response time, and manage a high volume of chats more efficiently.
Basic chat filters
3. What is the difference between All chats and Active chats?
All chats show every conversation in your inbox, while Active chats include only new, open, or pending conversations.
4. What does the Unassigned filter show?
The Unassigned filter displays conversations that are not assigned to any operator.
5. What does the Campaigns filter include?
The Campaigns filter shows conversations where at least one campaign message has been sent.
6. How does the Unread filter work?
The Unread filter shows conversations that contain unread messages so you can prioritize them.
Status-based filters
7. What are status-based filters used for?
Status-based filters help you view conversations by their current state, such as New, Open, Pending, Solved, Expired, or Blocked.
8. When should I use the Expired or Blocked filters?
Use Expired to view inactive chats and Blocked to manage contacts that are restricted from further communication.
Search and advanced filtering
9. What can I search for using the search bar?
You can search conversations by contact name, phone number, or keywords within messages.
10. What are advanced filters used for?
Advanced filters let you narrow down conversations using attributes like assignee, team, tags, status, or custom contact attributes.
Applying and saving filters
11. How do I apply filters in the Team Inbox?
Click the filter icon in the Team Inbox, select the filters you need, and click Apply.
12. Can I save filters for future use?
Yes. Frequently used filters can be saved so you can access them quickly later.