Applying Filters To The Chat View

Table of Contents

How to create a filter

You can create a new Filter by pressing the New filter button near the search bar on the top of the Chats list.

Create a Filter

You will be offered to name a new filter. After that, you can use plenty of criteria to sort your contacts from Whatsapp. After you apply them please press Apply button to save the filter.

Filter Criteria

Criterias for Filters

  • Labels. If you labeled your chats in a certain way, you can set the custom list to display only chats with a specific label.
  • Responsible. You can create lists of chats that your teammate is responsible for. It’s useful if you want a quick way to oversee your team performance on Whatsapp.
  • Chat types. You can choose between Direct chats, Group chats, or include both.
  • Whatsapp Account. It is used to filter chats that come from a specific number (in case you have more than one Whatsapp number connected in your workspace).
  • Chat name. Do you have a specific naming system for your chats? If yes, you can choose to display only chats that have a specific word in their title.
  • Set as default filter view. You can replace your default “All Chats” tab with the current pre-set by checking this option.
  • Shared with the team. Check this option if you want to make this list visible to all your team members.

Where can I see Filtered Chats? 

When you click Apply, a new tab will be created for you in TimelinesAI.

The list is updated automatically. For example, if you included chats with a specific label, and added this label to a new chat, it will get added into the list automatically. The same works for Responsible, and any other criteria.

 

Set a Filtered view as Default View

If you want to see the Filtered chats at your first tab in the Chat view you can set a certain Filter to be a Default one.

To set a default view from the list of filtered uot chats:

  1. Create a customed filter using some criterias
  2. At the action menu on the top of the created filter view press Set As Default button
  3. This filter is set as Default and moved to the first tab in your chat views.

Set Default Filter

To set a filter as a default view from the New Filter settings:

  1. Create a customed filter using some criterias
  2. Check the option Set as Default filter view in the Filter settings 
  3. This filter is set as Default and moved to the first tab in your chat views.

Set as Default Filter

 

Change/Delete Filter

You can update the filter by changing some criteria or you can completely delete the existing filter.

Update a Filter

To update/delete a filter:

  1. Select a customed filter you want to make changes to
  2. At the action menu on the top of the filter view press Update Filter button
  3. You will see the option to edit the criterias or Delete a filter.

Edit Delete a Filter

Filtered views are closely interconnected with using labels. In other words, labels are great tools to create customed filters.

Labeling Chats

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