TimelinesAI provides powerful filtering options to help you stay organized and focused on what matters most. Here’s a quick guide on how to use filters effectively, especially when working with specific labels, WhatsApp accounts, and time frames.

Example: Creating a Follow-Up Filter

Let’s say you want to filter chats that require a follow-up. You can create a filter using the “Follow Up” label, apply it to a specific contact chats, and narrow it down to chats with activity in the last 30 days.

Please refer to the screenshots below for a visual example.

Why This Is Useful

By setting up such a filter, you’ll be able to:

• Quickly locate chats that need a follow-up
• Focus only on conversations from a specific WhatsApp account in your workspace
• Limit the view to only recent interactions (within the past 30 days)

This helps streamline your workflow and ensures timely responses to important clients or leads.

Creating a Filter with Labels, WhatsApp Accounts, and Read Status

Let’s walk through a one more detailed example to help you create a useful custom filter in TimelinesAI.

Step 1: Create a Label

Before setting up the filter, make sure you’ve created a label. You can follow this guide to learn how:

How to label chats

Step 2: Create a New Filter

• Navigate to the top-right corner of your screen.
• Click the “New Filter” button.

Step 3: Apply the Label

• In the filter options, click on “Labels”.
• Select the label you created or choose an existing one.

Step 4: Choose WhatsApp Account

• Click on “WhatsApp account”.
• Select the specific account you want to filter chats from.
• Alternatively, leave it set to “Any account” to include chats from all connected WhatsApp numbers.

Step 5: Set Read Status

• Locate the “Read status” field.
• Choose “Unread” to only display chats that haven’t been opened yet.

By following these steps, you’ll create a filter that shows only unread chats with a specific label, coming from a chosen WhatsApp account (or all, if selected). This setup is especially helpful for prioritizing follow-ups or organizing workflow by topic or team.

Updated on: 22/07/2025