Advanced Search

Advanced Search lets you find conversations using a combination of filters to narrow your results. It is available from the main dashboard or within any channel filter. If you are already viewing a specific channel filter when you open Advanced Search, that channel will be pre-selected in the search fields.

To open Advanced Search, select the filter icon in the search bar.

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You can filter conversations by:

  • Assignee
  • Message User
  • Message Type
  • Conversation Status
  • Tag
  • Channel(s)
  • Date Range
  • Sort Order (oldest to newest)

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Multi-channel search

If you need to find a conversation but cannot remember which channel it took place on, you can search across multiple channels in a single query. This is especially useful when a customer may have reached out through Instagram, Facebook, email, or chat and you need to locate the conversation without knowing the source.

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