Overview of Conversation Filters

In this guide, you’ll discover how to use conversation filters, manage multiple conversations effectively, and utilize additional tools like snippets and internal comments to enhance your communication workflow.

What Are Conversation Filters?

Conversation Filters in Stack are a powerful feature designed to help you organize and streamline your communication. By categorizing and locating conversations based on criteria like message type, assignee, or date, filters make it easy to prioritize and manage your interactions. This helps you stay organized, respond quickly, and manage your communication channels smoothly.

You can use filters to find specific conversations by:

Contact Engagement Score
Assigned (specific team member)
Follower Assignment
Last Message Channel/Type/Direction (e.g., inbound/outbound)
Last Outbound Message Type (e.g., manual/automated)
Last Message Channel (e.g., SMS, Email)

Benefits of Conversation Filters

Understanding the advantages of using conversation filters can help you make the most of them, allowing you to save time and enhance team collaboration.

Efficiency: Manage multiple conversations with just a few clicks.
Organization: Filter conversations by type, assignee, or status effortlessly.
Collaboration: Use internal comments and mentions to improve team communication.
Flexibility: Customize filters to suit your specific needs and preferences.

Applying Conversation Filters

Filters are versatile tools that let you customize your conversation view to meet your needs. Applying filters is simple and can help you locate relevant conversations quickly, improving your response time and efficiency.

Click on the Filter icon in the Conversations panel.
Select the criteria you want to filter by.
The conversations will update based on your selected filters.

Sorting Conversations

Sorting options allow you to arrange your conversations in the most convenient way for you. Multiple sorting methods are available to ensure you can always find what you’re looking for quickly.

In the Conversations panel, click on the Sort dropdown menu.
Choose either Newest to Oldest or Oldest to Newest.

Starred Conversations

Starred conversations help you highlight and revisit important messages, making it easy to keep track of high-priority interactions.

In the Conversations panel, click the Star icon next to a conversation to mark it as important.
To unstar, click the Star icon again.

Managing Multiple Conversations

Handling a high volume of conversations is easier with Stack’s “conversation actions”, allowing you to manage multiple conversations simultaneously.

In the Conversations panel, select the conversations you want to manage (up to 100 at a time).
Choose from the following actions:
- Mark as Read/Unread
- Star/Unstar
- Delete

Frequently Asked Questions

Q: What is the maximum number of conversations I can select for managing multiple conversations?
There is no limit to how many conversations you can select at a time.

Q: How do I reset filters to see all conversations?
Open the conversation filters panel and click the Reset Filters button to clear all applied filters.

Q: Can I customize the types of filters available?
No, custom conversation filters cannot be created, but new ones are added regularly. If you need a specific filter, feel free to share your idea with us!

Q: Are actions like marking as read or deleting conversations reversible?
Certain actions like “mark as read” can be reversed, but “deleting conversations” is permanent, so double-check before proceeding.

Explore additional tools in Stack to enhance your conversation management:

Using Snippets: Reusable text templates to save time.
Adding Internal Comments and Mentions: Collaborate effectively with your team.
Group Chat for SMS: Send group SMS messages within a conversation.
Activity Cards: Access tasks like editing or managing opportunities quickly.
Selecting SMS To and From Numbers: Choose specific numbers for sending SMS messages.