🚀 Conversation Views: Save Filters, Work Faster

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Feature Overview

The **Conversation Views** feature allows you to save your most frequently used conversation filters as reusable views. This means you can switch focus instantly without having to rebuild filters each time. It is particularly useful if you regularly check the same sets of conversations, such as:

  • Unassigned conversations
  • Conversations from specific channels
  • High-priority chats based on specific tags
<div class="line"><p><strong>How it works</strong></p></div>
<ul>
    <li>Open **Conversations** and navigate to the **Views** section in the Inbox panel. Click <p>+ Create View</p>.</li>
</ul>
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<ul>
    <li>Add the required filters and provide a name for the view. Once the view is created, it will be added to the Inbox panel and will display all conversations that match the applied filters.</li>
</ul>
<div class="line"><img alt="image" loading="lazy" src="https://canny-assets.io/images/d782838257aa900a225bdd63ae6ed160.png" class="tappable"/></div>
<div class="line"><img alt="image" loading="lazy" src="https://canny-assets.io/images/d8b2434513646d71e41c8409b952ddab.png" class="tappable"/></div>
<ul>
    <li>By default, views are only visible to the user who created them. Admins have the ability to share views with other users from the view menu, which helps teams stay aligned when managing conversations.</li>
</ul>
<div class="line"><img alt="image" loading="lazy" src="https://canny-assets.io/images/056142c5909064fa9bd3a8b17e8c251d.png" class="tappable"/></div>

<div class="line"><p><strong>Why it matters</strong> ⭐</p></div>
<ul>
    <li>Quickly switch between commonly used conversation filters</li>
</ul>
<div class="line"><img alt="image" loading="lazy" src="https://canny-assets.io/images/0bf8edfa66b8e4d344e409c9aa2805ec.png" class="tappable"/></div>
<ul>
    <li>Stay focused on high-priority or unassigned conversations</li>
    <li>Reduce repetitive filtering and save time</li>
    <li>Keep teams aligned with shared views</li>
</ul>

<div class="line"><p><strong>Note</strong>:</p></div>
<ul>
    <li>You can enable this feature from **Labs - Conversation Views: Save Filters, Work Faster**. This feature is only available on the New Conversations interface. To enable the new interface, turn on **CRM Redesign: Conversations and Contacts Page (Beta)** from **Labs**.</li>
</ul>