Understanding Inbox Filters in Aloware
Inbox Filters in Aloware help administrators manage the Inbox efficiently within Aloware Talk. These filters streamline the process by categorizing and organizing communication based on various criteria.
Contact Task Status
Allows for the transitioning of contacts between different statuses.
If enabled, the contact task status will continue to function with the Open, Pending, and Closed statuses tracked and displayed within the Talk Inbox and contact pages.
If disabled, statuses are removed from the Talk Inbox, displaying contacts based on set filters and order, and also removing status controls and audit information from the contact details view.
Company Wide Inbox Filters
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.
How to Create Company Filters
Admin defines the filters that are considered as Company filters.
In your Aloware Admin 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
Ring Groups
Handling
Direction
Inbound
Outbound
Answer Status
All
Live
Answered
Unanswered
Missed
Abandoned
Voicemail
In-progress
Queued
Hold
Dead-end
Talk Time
Any Talk Time
>15 seconds
>30 seconds
>90 seconds
>2 minutes
>5 minutes
Transfer Type
Cold Transfer
Warm Transfer
Conference
Properties
Tags
Call Dispositions
Enabling options to
Show Only First-time Communications
Show Only Untagged Communications
Exclude Communication Sent From Sequences
Creator Type Workflow
Attribution
Line Phone Numbers
Communication Owners
Sequences
Contact Owners
Then, click the Save as New button. Your newly created filter displays in the Inbox Filter dashboard.
