Saved Views

A saved view is a named snapshot of your inbox filters. Instead of reapplying filters every session, you save the combination once and it shows up as a quick-access link in the conversation list panel.

Create a saved view

1. Apply the filters you want in the inbox (status, assignee, app, tags, and so on).
2. Click Save view in the filter area.
3. Give the view a name.
4. Optionally, check Shared to make the view visible to all teammates in the organization.
5. Save.

The view appears in the list panel so you can jump to it with one click.

Use a saved view

Click the view name in the conversation list panel. The inbox filter applies immediately and shows only conversations that match.

Shared vs. personal views

• Personal views are visible only to you.
• Shared views are visible to everyone in your organization.

Only owners and admins can create shared views. Agents can create personal views.

Edit or delete a view

Click the edit icon next to the view name in the list panel. You can rename it, update the filters, change whether it’s shared, or delete it.

Reorder views

Drag the views in the list panel to change their order. The position is saved per user.

Example views

Some useful setups:

• My open conversations: status = Open, assigned to me.
• Unread from VIPs: unread = true, contact tag = VIP.
• Email queue: channel = Email, status = Open.
• Pending for review: status = Pending.