Inbox filters and views

Filters help busy teams prioritize. You can narrow the inbox to open threads, conversations waiting on the customer, or tickets tagged for a specific issue like a carrier delay.

Saved views reduce noise so new agents know where to start each shift.

Common filter patterns

  • Open and unassigned for triage at the start of the day
  • Tagged urgent for SLA-sensitive cases
  • Assigned to me for individual agent queues
  • Closed today for end-of-shift review

Tips for managers

  1. Agree on tag names with the team before go-live.
  2. Review unassigned queues twice daily during peak season.
  3. Use consistent tags so reporting stays meaningful.

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