📆 Date filter
• Allows filtering by predefined ranges (yesterday, last week, last month, etc.) or by specific dates.
• Default value: last 7 days.
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🎛️ Filters button
Status
• All
• Open: 24-hour session open
• Closed: 24-hour session closed
Type
• Assistant: AI defined and configured for users who have it active (can function as an internal assistant).
• Incoming: conversations initiated by the lead/client.
• Outgoing: conversations initiated by the AI.
Channels
• Shows the active channels (for example, Instagram and the different connected WhatsApp channels).
Pipeline
• Lets you choose the pipeline or funnel to filter.
User
• Filters by platform user(s); i.e., conversations assigned to a user.
Lead’s last reply
• Has last reply, No last reply, Today, Yesterday, This week, Last week, This month, Last month, or Specific dates.
Attachments
• Conversation has attachments, No attachments, Images, Videos, or Documents.
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🧭 General filters (quick views)
ALL
• Shows all conversations according to the date range and applied filters.
NO REPLY
• The lead sent a message and the agent hasn’t replied yet.
UNATTENDED
• The conversation was assigned to an agent and they haven’t sent any message yet.
ATTENDED
• The agent has already sent at least one message to the lead/client.