To create filters on TimelinesAI, you must have access to the "Chats" section on TimelinesAI.
This is defined by the plan you are subscribed to and your team role. More information about this can be reviewed here (refer to the "Chats Management and Collaboration: Shared Inbox").
How to Create a Filter
Go to the Chats section on TimelinesAI
Click on the "All chats" drop-down button
Then, select "Create new filter"
You will see a window with different options for you to refine the filter. We recommend naming the filter based on what you want to filter out (i.e., "[Your Team Member's Name] Chats", "[Your Label(s)] Chats", etc).
You'll then have these checkboxes:
Set as default filter view: You can replace your default "All Chats" tab with this checkbox, so it can be the first view visible when you access your inbox
Shared with the team: Check this option if you want to make this list visible to all your team members (Available only for Owners and Admins)
After that, you can set the criteria that you see fit to sort your chats from WhatsApp. After you apply them, click on the "Apply" button to save the filter:
Criteria for Filters
Labels: You may use this field to enter the labels that you have applied to your chats, which will allow them to be filtered.
Chat types: You can choose whether you'd like to only see group chats, direct chats (individual; 1-on-1), or both.
WhatsApp account: It is used to filter chats that come from a WhatsApp number(s) connected to your workspace.
Responsible: You can create a chat list, which may belong to a team member(s). This is based on the user profile on TimelinesAI and not on the WhatsApp account that the given user has connected.
Unassigned only: You can display chats that are not assigned to any of the team members.
Team: If you have created internal teams in your workspace, then this will allow you to filter their chats. You can learn more about this feature here.
Read status: You can display chats that are unread/read, depending on your needs.
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 term in their title.
Last message time: Used to filter out chats that took place in the last 7, 14, 30, or 90 days; or older than 7, 14, 30, or 90 days.
Is Active: Active chats are those that contain at least one message in their threads. You can always choose whether you'd like to see these or empty chats.
Closed status: It allows you to filter out closed chats; you can select "All", "Closed only", or "Open only". You can click here to learn more about this feature.
Unattended customer: This one is only used for the chats handled by our Autoresponder Feature, which you can review here.
Message Sync: You can choose to see chats that had their syncing disabled on TimelinesAI or just the ones that are syncing. To learn more about these, please refer to this link.
ChatGPT Agent status: To filter out chats where this feature is enabled/disabled. For more information about this feature, click here.
Where can I see Filtered Chats?
When you click on "Apply", a new filter will be created for you within the chat inbox; you'll be taken to it right after creating the filter.
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 any other criteria.
Set a Filter as Default View
You may set a filter as a default view for your team; only workspace Admins and the Owner can set this. If you want to see the Filter that you created as the first tab in the Chat view:
Go to the filter you want to set as the default and click on it
Then, open the Filter drop-down button once again and click on the "push-pin" icon that's beside your filter's name:
Edit/Delete a Filter
You can update a filter by changing some criteria, or you can delete the filter altogether.
To update/delete a filter:
Click on the Filter drop-down button
Select the filter you want to work with
Then, click on the Filter drop-down button again and refer to the filter's name
You can either click on the "pencil" icon to edit it, or the "trash bin" icon to delete it:
If you click on "Delete filter", the system will ask for your confirmation. Keep in mind that this action cannot be undone.
If you click on "Edit filter", you'll be presented with the filter's details, which you can edit and then click on "Apply". You can also delete the filter here, by clicking on the "Delete" button:
You can review the following article, in case you want to see a filter example: Using Filters in TimelinesAI: How to Set Up and Manage Them