Conversation Filters

Filters are a core feature that powers speed, focus, and control across your customer engagement efforts. Whether you're managing a support team or running a marketing campaign, filters help ensure you're always seeing what’s most relevant.

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In Triochat, Filters are smart tools that allow you to sort and view conversations based on specific criteria like status, assignee, tags, date, or whether a chat is pinned. They also improve collaboration and accountability. Team leads can monitor individual workloads, reassign tasks if needed, and ensure nothing is missed — all by applying the right filter.

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Customer satisfaction improves when your team can quickly respond to the right messages. By focusing on high-priority or pinned chats, you reduce delays and make sure every important message gets the attention it deserves.

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In short, filters help teams work smarter, not harder. They bring structure to communication, enabling faster responses, better tracking, and more control over your inbox — which ultimately leads to a better customer experience.

Where to Find Filters:-

The filter icon appears at the top of the Conversations list. Clicking it reveals five types of filters:

1.Status

2.Assignee

3.Tags

4.Date Range

5.Pinned

1. Status Filter

This lets you filter conversations based on their current status:

• All - View every conversation regardless of status.
• Open - Shows active conversations still in progress.
• Closed - Displays conversations that have been resolved or archived.

Use case: If you're looking for ongoing queries, selecting “Open” helps you focus only on unresolved conversations.

2. Assignee Filter

Filter conversations by the person they are assigned to. You will see names of all your workspace members here.

Use case: Need to check how Rudra is managing his assigned chats? Just select "Rudra" from the Assignee filter.

3. Tags Filter

View conversations based on custom tags you've assigned, such as:

• "High Priority"
• "Feedback"
• "Demo Request"
• Any other user-created tags

Use case: Filter by "Feedback" to quickly find all chats tagged as customer feedback.

4. Date Range Filter

Sort conversations by when they took place:

• All Time
• Today
• This Week
• This Month
• Last 3 Months

Use case: Want to review interactions from this week? Select "This Week" to narrow the view to recent chats.

5. Pinned Filter

Filter based on whether a conversation has been pinned for quick access:

• All – Shows all chats.
• Pinned – Only pinned conversations.
• Unpinned – Only unpinned conversations.

Use case: Use "Pinned" to quickly revisit important customer conversations you've marked for later.

How to Use the Filters

1. Click on the Filter icon at the top of the conversation list.

2. Select one or more filters under Status, Assignee, Tags, Date Range, or Pinned.

3. Click Close to apply the filters and view filtered results.

4. To clear selections, click Clear All and then Close to return to the full conversation list.