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As your conversation volume grows, the Inbox provides powerful search and filtering tools to help you find exactly what you need. At the top of the conversation list, there is a search bar. Type a name, phone number, or email address to instantly filter the conversation list. Search results update as you type (with a short delay to avoid excessive lookups). Search works across:
  • Contact name
  • Phone number
  • Email address

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The Filter Panel

Next to the search bar, click the filter icon to open the filter panel. This panel lets you combine multiple criteria to narrow down conversations.

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Available Filters

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Using the Filter Panel

  1. Click the filter icon next to the search bar.
  2. Adjust the filters you want to apply.
  3. Click Apply Filters to update the conversation list.
  4. Click Clear all to reset all filters to their defaults.
  5. Click Cancel to close without applying changes.
A badge appears on the filter icon showing the number of active filters, so you always know when filters are applied.

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Default Filters by Tab

The filters automatically adjust based on which tab you are viewing: When you switch tabs, filters reset to the defaults for that tab.

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Tips

  • Combine search and filters — you can search by name while also filtering by status and date range at the same time.
  • Use the date range filter to investigate conversations from a specific period, such as a campaign launch week.
  • Filter by “Unlabeled” to find conversations that still need to be categorized by your team.
  • Use the Rating filter to review conversations where visitors gave low ratings and identify areas for improvement.
  • The Saved Contact filter helps you find conversations with anonymous visitors who have not yet been added to your CRM.