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How to save conversation filters as views and share them with your team

In Conversations › Views, click Create View, name it, set your filters (assignee, channel, tag, SLA…) and click Create View. The view sits in the list for one-click access; an admin can share it from the view's menu.

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Before you start

  • You need access to Conversations.
  • Know which filters you want to save: for example "unassigned conversations", "email only" or "tag Urgent".
  • To share a view with other users you need to be an account admin.
Where to find it

Conversations › Views › Create View

Step by step

Create the view

  1. Open Conversations and click Views.
  2. Click Create View.
  3. Give it a clear name, for example "Channel – Email" or "Unassigned".
  4. Add your filters. You can combine several with AND / OR:
    • Assigned To, Followers and Mentions (users).
    • Last Message Direction: inbound or outbound.
    • Last Outbound Message Type: manual or automated.
    • Last Message Channel: SMS, email, Facebook, Instagram, WhatsApp, web chat…
    • Contact Tags.
    • SLA (response time).
  5. Click Create View. It now appears under Views and opens with one click.

Share, edit or delete (admins)

  1. Under Views, open the menu of the view you created.
  2. Choose Share and select the users who should see it.
  3. From the same menu you can Edit the filters, Delete the view or stop sharing it.

Tips

  • In a shared view, use the Logged In User option in the Assigned To, Followers and Mentions filters: every teammate opens the same view and sees only their own conversations.
  • Views refresh on their own as conversations change. If one looks stale, reload the page or reopen the view.
  • There's no limit on how many views you can create or share.

Common problems

  • My view doesn't show up for my teammates → Views are private by default. Ask an admin to share it from the view's menu.
  • A coworker and I see different counts in the same view → The view respects each user's permissions. Someone with access to assigned data only sees fewer conversations.
  • I can't share the view → Only admins can share. Ask an admin, or send them your filters so they can build the view.
  • The view looks out of date → Reload the page, or open another view and come back to this one.

Frequently asked questions

Does sharing a view give access to more conversations?

No. A view is just a set of filters; each user still sees only the conversations they already had access to.

Can I stop sharing a view?

Yes. An admin opens the view's menu and removes the sharing or specific users.

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