Applying Filters To The Chat View

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.

How to create a Filtered view step-by-step

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.

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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.
  • 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.
  • Include archived. If you have previosly archived any chat, which suits to the filter criteria, it will be shown in the filtered view.
  • 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.
  • Chat types. You can choose between Direct chats, Group chats, or include both.
  • 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.
  • Unassigned only. You can display chats, which are not assigned to any of the team members. 
  • Read status. You can display chats, which are unread/read depending on your need. 

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.

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A new tab is created for each filtered view

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.

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Create a Filter view with a Chat name criteria

If you use a specific naming system for your chats and want to see them in a separate filter view tab, you can choose a criteria Chat name and add there a specific word, which appears in the names of those chats. It can be a name of a company, specific profession, location etc.

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Note: You can enter only one name to the Chat name field. It should be a part of the word or the whole word written the same way as it appears in the name of the chat title.  If you entered the Chat name but there is no chats displayed in the filtered view, please check if you wrote it correct and make sure you did not use any punctuation or special symbols. 

After applying Chat name criteria you will see a new Filter created in a new tab on the chat view page. The chats added to this view will have a word or a part of the word, which you added to the field when setting up a 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.

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

Labeling Chats

Natalia Tsvalinska
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