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Filtering the Conversation List

Written by Jenny

Three menus sit at the top of your Conversation List: Status, Assigned to, and Sort by. Use them together to build the view that fits how you work. Your selections are saved, so the list looks the same next time you sign in.

Status

Open shows the Conversations that still need attention. All adds the ones your organization has already Resolved.

Assigned to

Anyone shows every Conversation in the Department. Mine shows only the Conversations you've claimed. Unassigned shows the ones nobody has claimed yet. Mine + Unassigned shows both. Please note that Unassigned and Mine + Unassigned appear only while Status is Open.

You can also pick an Agent by name to see the Conversations that Agent has claimed.

Sort by

Most Recent floats the Conversations with the newest activity to the top. Longest Wait brings up the Conversations where the contact has waited longest for a response.

Watch tutorial on the Conversation List here and tutorial on messaging basics here.

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