Saved views: folders and segments to filter your conversations

Michael

Michael

Last updated on Jun 5, 2026

When you filter your conversations (or contacts), you can save the filter to find it again in one click.

Create a view

  1. In the conversation list, build a filter (one or more conditions: status, inbox, label, priority, language…).
  2. Click Save view, give it a name.

Depending on the context, you create:

  • a Folder (for conversations) β€” it appears in the sidebar,
  • a Segment (for contacts).

Good to know: reuse your views anytime from the sidebar; delete them when no longer needed. A useful example: an "Unassigned + urgent" folder so nothing slips through.