Effective conversation management is crucial, particularly when using Conversations as a ticketing system. To stay organized and efficient, you can filter, close, and delete your conversations.

Filter conversations

You can filter your conversations to find the ones relevant to you, such as particular communication channels, specific topics, or markets.

Conversations offers a first layer of filtering through the My conversations, All conversations, Chat & social, Unassigned sections to show the corresponding conversations. However, you can filter your conversations in a more advanced way with the Search bar.

Click Search above the All conversations section. From there you can:

1. Search for specific conversations directly in the search bar.
2. Filter by status, assigned to, channel, date, group.
3. Click previously used filters from the Search history to quickly reuse them.

You can also bookmark an applied filter on your browser to quickly access the conversations most relevant to you every time you open Conversations.

Close a conversation

Once you end a conversation with a visitor, you can close it to move it from your Open tab to your Closed tab. This helps you keep track of important conversations while keeping your active conversations list clean and organized.

You can close one or several conversations from:

• the Open tab in My conversations, All conversations, Chat & social.
• the Unassigned section.

Close one conversation Close conversations in bulk

To close one conversation, you can either:

1. Hover your mouse over the conversation you want to close, and click the checkmark icon above the conversations list, or
2. Click the conversation you want to close, and click the checkmark icon in the top bar.
   

Your conversation is transferred to the Closed tab.

To close conversations in bulk:

Hover your mouse over a conversation you want to close and select the checkbox. Select the checkbox of all the conversations you want to close. (Optional) Select the checkbox next to ## selected to select all conversations loaded in the list. Click the checkmark icon above the conversations list.

Your conversations are transferred to the Closed tab.

Delete a conversation

You can delete one or several conversations from the My conversations, All conversations, Chat & social and Unassigned sections.

Delete one conversation Delete conversations in bulk

To delete one conversation:

1. Click the conversation you want to delete.
2. Click the bin icon in the top bar.
3. Click Delete conversation to confirm.
   

The conversation is permanently removed from the Conversations app.

To delete conversations in bulk:

Hover your mouse over a conversation you want to delete and select the checkbox. Select the checkbox of all the conversations you want to delete. (Optional) Select the checkbox next to ## selected to select all conversations loaded in the list. Click the bin icon above the conversations list. Click Delete conversations to confirm.

The conversations are permanently removed from the Conversations app.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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