# 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:**

1. Navigate to the **Conversations Module**.

<figure><img src="/files/YrHEnsE5QT6kBOprkOkB" alt=""><figcaption></figcaption></figure>

2. Click on the **Search Bar** at the top.

<figure><img src="/files/cccRzOWOhHlph0bqJ5G4" alt=""><figcaption></figcaption></figure>

3. 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.

<figure><img src="/files/Z52WDlvy8B5NFCPc4x6b" alt=""><figcaption></figcaption></figure>

4. Press **Enter**, and relevant chats will appear instantly.

<figure><img src="/files/B8qVz1mdz3XoxaQLNXdm" alt=""><figcaption></figcaption></figure>

***

## **Quick Filtering**

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

### **How to apply quick filters:**

1. In the **Conversations Module**, locate the **Quick Filter** options above the chat list.

<figure><img src="/files/0X74qO1eo7NyMNaC8aLW" alt=""><figcaption></figcaption></figure>

2. Click on a **predefined filter** of Status and Time. (e.g., Unread Chats, Assigned Chats, Last 30 days, Last 12 Months).

<div><figure><img src="/files/k1vdkH9dlKDfQYlIGDAV" alt=""><figcaption></figcaption></figure> <figure><img src="/files/QAyVjai26q9xffzjZbqR" alt=""><figcaption></figcaption></figure></div>

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

<figure><img src="/files/sHirz3neckLYklgMDr8q" alt=""><figcaption></figcaption></figure>

***

## **Advanced Filtering**

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

### **How to use advanced filters:**

1. Click on the **Filter Icon** in the Conversations Module.

<figure><img src="/files/37XXyzvlKWjyUs3Q0jTo" alt=""><figcaption></figcaption></figure>

2. Choose desired filtering conditions from:

* **Conversations Status**
  * Opened or Closed
* **Read Status**
  * Read or Unread
* **Assignment Status**
  * Assigned or Unassigned
* **Channel**
  * WhatsApp, Instagram, Messenger, Live Chat
* **Broadcast**
* **Campaigns**
* **Journeys**
* **Agent**
  * Assigned to a specific agent
* **Tag**
  * Chats labeled with a certain tag
* **Lead Stage**
  * Chats with a particular lead stage (New, Interested, Converted)

<figure><img src="/files/pJHUq95fagDeXxDIkN7y" alt=""><figcaption></figcaption></figure>

3. Click **Apply**, and the chat list will update accordingly.

<figure><img src="/files/2Fnw4JH8WKYe1hFmwdzj" alt=""><figcaption></figcaption></figure>


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