> For the complete documentation index, see [llms.txt](https://docs.quickreply.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.quickreply.ai/product-modules/conversations/filtering-chats.md).

# Filtering chats

Filtering chats allows agents to efficiently find and organize conversations based on different parameters. QuickReply provides multiple filtering options, such as searching, quick filtering, and advanced filtering.

### Search by Phone Number, Email, or Name

This feature helps agents locate specific customer conversations quickly by searching using their contact details.

#### How to search for a chat:

* Navigate to the Conversations Module.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2F8nnMUXOJSk9VZ7OxCkIR%2Funknown.png?alt=media\&token=8c061096-f2a4-498d-b0c5-2377234f06f5)

* Click the search-by dropdown next to the search bar and choose Name, Phone Number or Email.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FMG583Nuiaqj8e1DcUGGE%2Funknown.png?alt=media\&token=6e68d1da-8e55-4461-9d8c-962447d3329c)

* Enter the customer's phone number, email, or name.
* If searching by phone, enter the full number with the country code (e.g., 9180xxxxxxx3).
* Partial matches may not return results.
* Press Enter, and relevant chats will appear instantly.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FHFRGc56u9cgk3iqG36S2%2Funknown.png?alt=media\&token=de5151df-2ee9-4a66-8362-ead46d018094)

***

### Quick Filtering

Quick filters allow agents to sort conversations using predefined categories, improving efficiency in managing chats.

#### How to apply quick filters:

* In the Conversations Module, locate the All Status and All Time quick filters above the chat list.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FixSrhTfgZnLBdRK8EZHU%2Funknown.png?alt=media\&token=3e434089-1d33-44d4-a1ab-56d506994efe)

* Open All Status and choose from Conversation Status (Open, Closed), Read Status (Read, Unread) and Assignment Status (Assigned, Unassigned), then click Apply, or Clear all & apply to reset.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fd6jPJss8rO4eWV2o77y8%2Funknown.png?alt=media\&token=5279eb25-8f7d-4dc3-be01-b2f2d662b318)

* Open All Time to pick Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Last 12 Months or Custom Period.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FxNsATtw3DJW3LwweRiCq%2Funknown.png?alt=media\&token=9999aec9-c40f-4fe3-bb77-d49bcda7e535)

* The chat list updates instantly, displaying only the selected category.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FW9rcIAMdXT1PlKuaIeOK%2Funknown.png?alt=media\&token=e30ce3a1-6fdc-4e91-aae1-228fe1e37c59)

***

### Advanced Filtering

Advanced filters enable agents to refine chat searches using multiple conditions, including channel, agent, lead stage, broadcast, drip campaign, journey and tag.

#### How to use advanced filters:

* Click on the Filter Icon in the Conversations Module.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FxTQ2O2qUpKryiB5sPSsb%2Funknown.png?alt=media\&token=bd1882ab-a02f-4f37-90fd-33c30aeb97a3)

* Choose desired filtering conditions from:

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FfoyHzKJiwo3IeLnjIuMz%2Funknown.png?alt=media\&token=73d38cb4-20e2-4c5d-875e-21413150db57)

* Channels
* Webchat, WhatsApp, Messenger, Instagram DM, RCS
* Broadcast Campaigns
* Drip Campaigns
* Journeys
* Agent
* Assigned to a specific agent
* Tag
* Chats labeled with a certain tag
* Lead Stage
* Chats with a particular lead stage, such as Customer, Engaged, Lead, Lost, Negotiation, Other, or Qualified Lead. Available stages may vary depending on the account's configuration.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FmDP1wVwGGyEw9D93GlJI%2Funknown.png?alt=media\&token=4e7fbfc2-a271-46ec-94c7-e4514899903e)

* Click Apply. 

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FP9aoLb6Anu0u3eGYy1QP%2Funknown.png?alt=media\&token=ca776602-efca-42db-b736-a2acd14a62e3)

* The list shows Filtered Results; click Clear All to remove every condition. To reuse these filters later, save them as a custom view (see Chat views).

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fti9055viUJQcVo30qFlN%2Funknown.png?alt=media\&token=0003d563-7fc9-40c0-8b20-11b3a9a9bb9b)

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