Efficient Message Search and Advanced Filtering Techniques

Overview

Managing messages efficiently in your Pest AI Inbox relies heavily on effective search functionality for tracking and organizing communication.

Here are simplified guidelines for searching messages within the CRM:
1. Begin your journey in 'Conversations' section.

2. Now, enter keywords to search your conversations.

Your Inbox includes a search bar enabling you to search for specific keywords, phrases, and names, facilitating quick access to relevant messages.

3. Proceed by accessing the filter options.

4. Quick Filter by 'Assigned (Contact Owner)'.

Effortlessly manage incoming messages by filtering conversations assigned to you, particular users, or unassigned chats.

5. Quick Filter by 'Last Message Channel'.

Your CRM Inbox supports various channels like SMS, email, Facebook Messenger, Instagram, GMB, and WhatsApp. Utilize the channel filter to locate messages sent or received on a specific channel.

6. Lastly, apply the desired sorting preference.

Enhance search efficiency by applying filters to sort messages based on their date range, either the latest or oldest.