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.