coreILLA - Conversations - How to use Conversation Filters & Bulk Actions Overview
The Conversation left panel is a new addition to the Conversations UI, which helps users filter conversations & perform various actions on them to improve their experience & effectiveness overall.
This article will cover conversation filters and bulk actions. To enable them for your sub-account, please head into labs or refer to
## # Features:
Bulk actions
You can perform Conversation specific Bulk Actions to handle multiple conversations simultaneously.
Select all the conversations you want to work on using the small check box right next to them.
Or you can check on this box to work on all of them.
Click on Actions
And then this dropdown will appear.
You can perform the following Conversation Bulk Actions:
Mark conversations as Read:</u> All conversations will be marked as read
Mark conversations as Unread:</u> All conversations will be marked as unread
Mark conversations as Starred:</u> All conversations will be marked as starred
Mark conversations as Unstarred:</u> All conversations will be marked as unstarred
Delete conversations: Conversations will be deleted
Filter conversations (quick filters):
For quick filters select this filters icon.
You can filter Conversations based on a few filters, allowing you to narrow down your Conversations View to something you need now.
The following filters are available:
By conversation type
By assignee
By last message channel: Filter the conversations whose last message was from the selected channel.
By last message direction: Filter the conversations whose last message direction was from the selected type.
By last outbound message type.
By the last outbound message action: Manual or Automated
Sort conversations.
You can sort your Conversations based on time. It helps in going through your conversations more easily. Click on the following button to sort conversations.
You can sort it as follows:
- Latest to oldest
- Oldest to latest
ℹ️ This will also work in combination with the Quick filters mentioned above to make Conversations more structured. So, in essence if you have filters applied and sort based on oldest or latest the system will also account the filters you have selected
Starred functionality:
A conversation can be marked starred. By doing so, the conversation will have an icon attached for identification.
To mark a conversation as starred:
Click on the star icon in the upper right corner of the conversation preview window.
If you want to unmark a conversation as starred, click on the star icon again.
This article will cover conversation filters and bulk actions. To enable them for your sub-account, please head into labs or refer to
## # Features:
Bulk actions
You can perform Conversation specific Bulk Actions to handle multiple conversations simultaneously.
Select all the conversations you want to work on using the small check box right next to them.
Or you can check on this box to work on all of them.
Click on Actions
And then this dropdown will appear.
You can perform the following Conversation Bulk Actions:
Mark conversations as Read:</u> All conversations will be marked as read
Mark conversations as Unread:</u> All conversations will be marked as unread
Mark conversations as Starred:</u> All conversations will be marked as starred
Mark conversations as Unstarred:</u> All conversations will be marked as unstarred
Delete conversations: Conversations will be deleted
Filter conversations (quick filters):
For quick filters select this filters icon.
You can filter Conversations based on a few filters, allowing you to narrow down your Conversations View to something you need now.
The following filters are available:
By conversation type
By assignee
By last message channel: Filter the conversations whose last message was from the selected channel.
By last message direction: Filter the conversations whose last message direction was from the selected type.
By last outbound message type.
By the last outbound message action: Manual or Automated
Sort conversations.
You can sort your Conversations based on time. It helps in going through your conversations more easily. Click on the following button to sort conversations.
You can sort it as follows:
- Latest to oldest
- Oldest to latest
ℹ️ This will also work in combination with the Quick filters mentioned above to make Conversations more structured. So, in essence if you have filters applied and sort based on oldest or latest the system will also account the filters you have selected
Starred functionality:
A conversation can be marked starred. By doing so, the conversation will have an icon attached for identification.
To mark a conversation as starred:
Click on the star icon in the upper right corner of the conversation preview window.
If you want to unmark a conversation as starred, click on the star icon again.
Updated on: 09/17/2024
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