Create Filters to quickly access what you need to find. For example, an agent may want to see all missed calls
Types of Inbox Filters
Agents (and Admins) can define Personal Filters for themselves which may apply in
Filter in Calls
Filter in Messages
Filter in Voicemails
Filter in Recordings
Admins define Company-wide Filters for all Agents in Aloware Admin (coming soon)
How to Create a Filter
You can find the Filter function in different tabs in Inbox menu and channels.
Filter in Inbox
You can use the filter in every Inbox Status
In the Inbox tab, click on the Filter field and enter the contact information you want to find
Aloware will automatically list down all the contacts with the property you have entered
Personal Filter in Inbox Channels: Calls, Messages, Voicemails, and Recordings
You can create a Quick Access Filter for different communication channels available. Take note that the more details you set on your filter, the more it will give you specific results.
The steps below applies to all the Inbox Channels in creating Filters. In this example, we will use the Calls Channel.
Click the Calls tab, a pop-up modal will display
Click Lines, and select on the Line number you want to filter
Select on the Ring Groups (optional) if you want to narrow down your filter data
Select on the Handling options
This will filter the contacts based on how you received the calls: All, Inbound and Outbound
Select on the status if calls were Live, Answered, Unanswered, Muted, Abandoned, etc.
Select for calls depending on its duration: greater than 15 seconds, 30 seconds, 60 seconds, etc.
Filter on calls which are Cold Transferred, Warm Transferred, or Conference
Filter calls which are initiated or requested
Select on Properties based on Tags and Call Disposition
Click on Tags, and select on the available Tags to filter
Click on Call Disposition to filter calls which are Busy, Connected, Inbound, Left Live Message, etc.
You can also enable these options for further filter selections:
Show Only First Time Communications
Exclude Communications Sent from Sequences
Show Only Untagged Communications
If you are done selecting on the settings, click Save
A pop-modal will display, and need to name your filter
Filter type is pre-selected to be Personal Filter, since it is you who defined the filter properties
Once done, click Create button
Admin define the filters which are considered as Company filters.
Click on the Inbox Channel e.g. Calls
Click on Filter
You can find Company Filters on the left side panel, under Company Filters Header
Click on one of the filters, e.g. Test Duplicate, press Esc, or click on empty space on your screen
Selected Filter is applied as shown
Click on "x" in the applied Filter to delete the filter selection