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Creating Company Inbox Filters For Admins | Aloware Talk
Creating Company Inbox Filters For Admins | Aloware Talk

From Aloware Talk's Inbox filter, agents can apply predefined filters. This article covers how to create company inbox filters for admins.

Laarni D avatar
Written by Laarni D
Updated over a week ago

Table of Contents


What is Company Inbox Filter?

Admins define Company-wide Filters in Aloware Admin for all Agents (in Aloware Talk). Agents can use the predefined filters from the Inbox filter in Aloware Talk.

Screenshot of Inbox Filter


Prerequisites

Only admins can create company-wide inbox filters


How to Create Company Filters

Admin defines the filters which are considered as Company filters.

  • In your Aloware Classic account, navigate to the Accounts menu

  • Go to the Inbox Settings tab

  • Click the Create Filter button.

  • Define the properties in the Inbox Filter fields:

    • Filter name - Assign a name for your filter

    • Under Quick Access, assign the following details:

      • Quick Access

        • Time

        • My Contacts

        • Lines

        • Handling

          • Direction - Inbound or Outbound

      • Properties

        • Tags

        • Enabling options to

          • Show Only First-time Communications

          • Show Only Untagged Communications

          • Exclude Communication Sent From Sequences

          • Creator Type Workflow

      • Attribution

        • Line Phone Numbers

        • Sequences

        • Contact Owners

  • Then, click the Save as New button.


Confirmation

  • Your newly created filter displays in the Inbox Filter dashboard

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