Filter Conversations by Channel & Account in ChatSyncs
How to narrow the Shared Inbox down to just your chats, one WhatsApp number or channel, or a specific status like Unread, Archived, or Resolved.
On this page
At the top of the ChatSyncs Shared Inbox, switch between views to narrow down which conversations you see.
Inbox filters#
| Filter | Shows |
|---|---|
| Mine | Only conversations assigned to you |
| All | Every conversation you have permission to access |
| Important | Conversations you've starred, easy to find again later |
| Unread | Conversations with unread customer messages |
| Archived | Conversations removed from the active inbox but kept for reference |
| Blocked | Customers who can't message you until unblocked |
| Resolved | Conversations marked as resolved |
Example: Priya is a support agent with 20 assigned customers. When she selects Mine, she only sees those 20 conversations — not the rest of the team's chats.
Two separate filters#
The Shared Inbox has two independent filter tools, opened from two different places.
Conversation list filters#
Click the filter icon next to the search bar at the top of the conversation list to open a panel with six filters, each opened as its own dropdown:
Select Label — show only conversations with a subscriber who has a specific
label, e.g. batch2 or VIP.
Select Sequence — show only conversations with a subscriber currently enrolled in a specific
Sequence, e.g. Sequence project.
Subscriber Recent Reply — really an Order By control, not a narrowing filter: sort the list by Subscriber Recent Reply (the customer's own last message) or Recent Communication (the latest message either side sent, including the bot or an agent).
Select Team Member — show only conversations assigned to a specific person or team, e.g.
Reddy Sales Team.
Bot Reply Status — show only conversations where the bot is currently replying, or where it's paused (e.g. a human agent took over).
Date range — show only conversations with activity inside a specific date range. Pick a range on the calendar, then click Apply (or Default to reset it).
Filter Channel & Account#
If your business runs more than one WhatsApp number — or more than one channel, like WhatsApp alongside Facebook or Instagram — open Settings (⚙️) at the bottom-left of the Shared Inbox sidebar, then click Filter Channel & Account:
Set WhatsApp Bot to a specific bot/number instead of All WhatsApp Bots, and Select Channel to a specific channel instead of Omni Channel.
Example: A business runs Sales, Support, and Billing WhatsApp numbers. A support agent sets WhatsApp Bot to Support so their inbox only shows Support conversations, not Sales or Billing.
Frequently asked#
How do I see only the conversations assigned to me?
Select the Mine filter at the top of the Shared Inbox.
I run multiple WhatsApp numbers — can I see just one number's chats?
Yes — Settings → Filter Channel & Account, then pick the number/account you want.
Where do I see conversations I've archived or resolved?
Use the Archived or Resolved filter at the top of the Shared Inbox.
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