Summary
Wati provides filters to help you quickly find and organize conversations in your Team Inbox. You can filter conversations by chat status, unread messages, assigned operators, teams, tags, custom attributes, and other criteria.
This guide explains the available filters, how to search for conversations, and how to apply and save filters for quick access.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
Instructions
Available Chat Filters
You can filter conversations in your Team Inbox using the following filters.
General Filters
All Chats: Displays all contacts in your inbox.
Active Chats: Shows new, open, or pending conversations.
Campaigns: Shows conversations where at least 1 Campaign message was sent.
Unassigned: Shows contacts that have not been assigned to an operator.
Unread: Shows conversations with unread messages.
Last 24 Hours: Shows conversations that were active within the last 24 hours.
Assigned to Me: Shows contacts assigned to the logged-in operator.
Favorite Only: Shows contacts marked as favorites.
Status-Based Filters
New: Shows conversations with the New status.
Open: Shows active conversations with the Open status.
Pending: Shows conversations with the Pending status.
Solved: Shows conversations with the Solved status.
Expired: Shows expired conversations.
Blocked Chats: Shows conversations that have been blocked.
Search for conversations
The Team Inbox search bar lets you find conversations using different search fields.
All: Searches messages, contact names, and phone numbers.
Phone or Name: Searches for contacts by their name or phone number.
Messages: Searches for specific keywords in chat messages.
Available search fields by view
The available search fields depend on the Team Inbox view:
All Channels: Messages, Name, Phone, and Instagram Username.
WhatsApp: Name or Phone, and Messages.
Select the appropriate search field when searching for a specific contact. For example, select Phone when searching by phone number and Name when searching by contact name.
Advanced Filters
You can further refine conversations using advanced filters.
Attributes: Filters conversations using predefined contact information, such as status, Allow Campaign, Allow SMS, name, and phone number.
Custom Attribute: Filters conversations using a specific custom Contact Attribute.
Assignee: Filters conversations by the assigned operator. You can select multiple operators.
Status: Filters conversations by the current conversation status.
Team: Filters conversations by the assigned team. You can select multiple teams.
Tag: Filters conversations using specific tags. You can select multiple tags.
How to Apply a Filter
To apply a filter in Team Inbox:
Click the Filter icon in the upper-left panel of Team Inbox.
Select the filter type you want to use.
Configure the filter based on your selected criteria.
Optional: Enable Show old chats first to display older conversations first.
Optional: Select Save as custom filter if you want to save the filter for future use.
Click Apply.
The Team Inbox will display conversations that match your selected filter criteria.
Filter Conversations using Tags
You can use the Tag filter to find conversations that have specific tags.
To filter conversations using tags:
Open Team Inbox.
Click the Filter icon in the upper-left panel.
Select Tag.
Select the tag or tags you want to filter by. You can select multiple tags.
Click Apply.
The Team Inbox will display conversations that match the selected tag criteria.
Frequently Asked Questions (FAQs)
Chat Filters
1. What filters are available in the Wati Team Inbox?
The Wati Team Inbox provides filters for All Chats, Active Chats, Campaigns, Unassigned, Unread, Last 24 Hours, Assigned to Me, Favorite Only, New, Open, Pending, Solved, Expired, and Blocked Chats.
2. What do the status-based filters in Team Inbox show?
The status-based filters show conversations based on their current status:
New: Conversations with the New status.
Open: Active conversations with the Open status.
Pending: Conversations with the Pending status.
Solved: Conversations with the Solved status.
Expired: Expired conversations.
Blocked Chats: Conversations that have been blocked.
Searching Conversations
3. What can I search for in the Team Inbox?
The Team Inbox search bar lets you search for conversations using messages, contact names, or phone numbers. The available search fields depend on the selected Team Inbox view.
4. Which search fields are available in the Team Inbox?
In the All Channels view, the available search fields are Messages, Name, Phone, and Instagram Username. In the WhatsApp view, the available search fields are Name or Phone and Messages.
Advanced Filters
5. What advanced filters are available in Team Inbox?
The advanced filters are Attributes, Custom Attribute, Assignee, Status, Team, and Tag. These filters let you further refine the conversations displayed in Team Inbox.
6. Can I filter conversations using tags?
Yes. The Tag filter lets you find conversations using specific tags. You can select multiple tags when filtering conversations.
7. Can I filter conversations by assigned operators or teams?
Yes. The Assignee filter lets you filter conversations by assigned operators, and you can select multiple operators. The Team filter lets you filter conversations by the assigned team, and you can select multiple teams.
Applying Filters
8. Can I save a Team Inbox filter for future use?
Yes. When applying a filter, you can select Save as custom filter to save the filter configuration for future use.
9. Can I display older conversations first when applying a filter?
Yes. You can enable Show old chats first when applying a Team Inbox filter to display older conversations first.