Manage filters in Connect

Access Connect Settings

• Log in to your Connect dashboard and click on "Settings."

Navigate to Chat Settings

• Under the settings menu, select "Chat Settings."
• Within Chat Settings, find and click on "Manage Filters."

Create New Filter

• Click on "Create New Filter" to start creating a new filter.

• A dialog box will appear where you can input necessary details:
  • Name: Provide a name for your filter.
  • Visibility: Choose whether the filter should be visible to agents only or to both agents and administrators.
  • Assign To: Specify whether the filter should be assigned to agents, bots, or left unassigned.
  • Tags: Select any relevant tags to apply to conversations that match the filter criteria.
  • Status: Choose the status of conversations to include in the filter (e.g., open, closed, pending).
  • Channels: Select the channels (e.g., web, messenger) to apply the filter to.
  • Response Status: Specify the response status of conversations to include in the filter (e.g., waiting for response, resolved).

• Once you've filled in the necessary details, click "Save" to create the filter.

Manage Filters

• After saving, your filter will be listed in the Manage Filters section.

• You can edit, delete, or view conversations associated with the filter from this section.
• You can also create additional filters by repeating the above steps.

Apply Filters in Chat Section

• In the chat section, click on the filter icon.

• Select the necessary filter details (e.g., tags, status, channels) and click "Create New Filter."

• These filter settings will also reflect in the Manage Filters settings, allowing for consistent management across the platform.