Account Menu: Inbox Settings
Laarni D avatar
Written by Laarni D
Updated over a week ago

Understanding Inbox Settings in Aloware

Inbox Settings in Aloware help admins manage the Inbox efficiently within Aloware Talk. These filters streamline the process by categorizing and organizing communication based on various criteria.

  1. Contact Task Status

    Allows for the transitioning of contacts between different statuses.

    1. 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.

    2. 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.

  2. 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.

    1. In your Aloware Admin account, navigate to the Accounts menu.

    2. Go to the Inbox Settings tab. Click the Create Filter button.

    3. 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

    4. Then, click the Save as New button. Your newly created filter displays in the Inbox Filter dashboard.

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