How to Create And Use Filters to Manage Chats

1. Go to CRM → Live Chat 2. Click the Filters option (top right) 3. Choose Filter Type:

• Create Chat Filter → Permanent (saved)

• Temporary Filter → One-time use

4. Enter a Filter Name (for permanent filters) 5. Set Assignment Conditions

• Assigned to me / Unassigned / All chats

6. Select Chat Type

• Incoming

• Outgoing

• API Messages

• Bot Conversations

• Unblocked Chats

7. Choose Chat Status

• All / Unread / Replied

8. Select Conversation State

• Open chats

• Closed chats

• Include/Exclude Archive

9. Filter by Chatbot Status

• Active / Paused / Active but Unassigned

10. (Optional) Set filter as Default → Click Save

11. Apply a saved filter anytime by clicking the Filter Icon

12. (Optional) Create Segments from filters for better chat management.

💡 Permanent filters stay saved; temporary filters disappear after refresh or view change.