The Filters tab (Tab 4) in the HighLevel–Aloware integration is designed to help admins decide which communication events are included when data moves between the two systems. Instead of syncing every activity, admins can narrow it down to the interactions that truly matter for their workflows.
To make this easier, the interface removes redundant filters and enables all HighLevel events by default. A toggle at the top lets admins hide or show event-based filters, so they can either keep the view simple or expand it to fine-tune event selection.
How admins set filters in the HighLevel–Aloware integration settings
When setting up filters, admins can go beyond just turning options on or off. Each filter plays a role in shaping the communication history that appears in both systems.
Direction filters decide whether to include inbound events (such as calls or SMS from HighLevel contacts) or outbound events (those initiated by users in Aloware). Many businesses keep both directions enabled to capture the full conversation flow.
Type filters let admins focus on specific interaction categories. For example, a team might want to sync only calls and SMS for performance tracking, while excluding reminders or system notes that aren’t directly relevant to customer engagement.
Communication disposition status filters are particularly valuable for reporting. Completed calls, missed calls, or the newly added Set status for appointments can all be tracked separately. By choosing which outcomes matter, admins ensure reports reflect the quality and success rate of communications rather than just raw volume.
Contact filters allow admins to include all contacts or narrow the scope to only certain groups, such as disposed contacts. This is useful when businesses want to focus on active customers and avoid pulling in outdated records.
Skip lines provide a way to exclude specific phone lines from syncing, which comes in handy when teams use placeholder lines for testing or internal purposes.
Duration filters make it possible to filter out very short calls or focus on longer, more meaningful interactions. For instance, a business might only track calls longer than five minutes when measuring customer engagement.
Qualify contacts is an advanced option that tells the system whether to create new contacts only if they meet the filter criteria above. Since this can significantly narrow down data flow, it’s disabled by default, giving admins control to enable it only when needed.
If no changes are made, the integration uses a set of recommended defaults that cover common use cases: both inbound and outbound directions are enabled, all interaction types and statuses are included, all contacts are synced, and no lines or duration limits are applied.
How agents see filtered data
While admins decide how the filters are set, agents experience the results in their daily work. Their communication logs will only show events that meet the criteria chosen by the admin, so the information is more relevant and less cluttered.
For example, if short calls are excluded, agents won’t see logs of dropped calls that lasted only a few seconds. If appointment events are marked with the new Set status, agents will immediately see those bookings flow from Aloware into HighLevel. This keeps their focus on meaningful interactions and helps them manage conversations more efficiently.
How filters connect with other settings
Filters work alongside Sync settings (Tab 2) to determine which records are pushed or pulled, and with Contact mapping (Tab 3) to ensure filtered data flows into the right fields. They also improve reporting, since filtered outcomes like completed or missed calls feed directly into team performance metrics.