Utilizing Conversation Filters & Bulk Actions: A Complete Guide

To enhance your experience within the Conversations UI, several powerful features have been introduced to help you manage your messages with greater efficiency. Among these are the Conversation Filters and Bulk Actions, which are designed to streamline your workflow. This guide will walk you through how to make the most of these tools.

Effective Management of Conversations with Filters and Bulk Actions

We've added useful tools within the Conversations UI to assist in organizing and managing your messages. These tools, namely Conversation Filters and Bulk Actions, provide a structured way to handle multiple conversations simultaneously. Let's dive into how you can use these features.

Step 1: Enabling Conversation Filters

Before you can begin using Conversation Filters, you'll need to activate them for your specific sub-account. Here’s how:

1. Navigate to your Conversations UI.

2. Locate the option to enable Conversation Filters, typically found on the left side of the interface.

Step 2: Implementing Bulk Actions

Once Conversation Filters are enabled, you can start performing Bulk Actions, allowing you to manage several conversations at once. Note that these actions are limited to a maximum of 100 conversations in a single batch.

To use Bulk Actions:

1. Select the conversations you wish to modify by ticking the checkboxes beside each.

2. From there, you can choose from a range of actions:

Step 3: Filtering Conversations with Quick Filters

Quick Filters enable you to refine your conversation view based on specific parameters, making it easier to locate the messages you need. The available filters include:

• Conversation Type: Categorizes by the nature of the conversation.

• Assignee: Filters based on who is responsible for the conversation.

• Last Message Channel: Sorts by the source of the most recent message.

• Last Message Type: Differentiates by the type of the last message.

• Last Message Direction: Indicates whether the last message was incoming or outgoing.

• Last Outbound Message Type: Filters by the type of the last outbound message.

• Last Outbound Message Action: Identifies whether the last outbound message was manual or automated (applicable for messages posted after May 9th, 2023).

Step 4: Organizing Conversations by Sorting

To further organize your messages, you can sort conversations in one of two ways:

• Latest to Oldest: Displays conversations starting with the most recent.

• Oldest to Latest: Shows conversations beginning with the earliest.

You can also combine sorting with Quick Filters for a more tailored view of your conversations.

Step 5: Highlighting Important Conversations

To quickly access significant conversations, you can use the star feature:

1. Click on the conversation you want to highlight.

2. Open the Action Menu and select the "Starred" icon.

3. To remove the highlight, simply click the "Unstarred" icon.

By taking advantage of these Conversation Filters and Bulk Actions, you can efficiently manage your messages, ensuring your communication remains organized and effective. These tools are built to simplify your workflow and enhance your productivity.