Custom Inbox Filters in Aloware Talk help agents manage many customer inquiries daily. By creating filters, agents can ensure no message is overlooked and prioritize their responses. Here's how to use custom filters and their features and benefits.
Features and Benefits of Custom Inbox Filters
Personalized Filtering - Agents can create filters tailored to their specific needs, making it easier to manage communications.
Efficient Management - Custom filters help agents focus on important messages, improving response times and customer satisfaction.
Organized Workflow - Filters keep the inbox organized by displaying only relevant communications, reducing clutter.
Custom Inbox Filters
Imagine an agent handling many customer inquiries daily. To ensure no message is overlooked and to prioritize responses, the agent can use custom filters. Here's how:
To use the filter, click the Filter icon in the Inbox menu.
The Inbox Filter Wizard will display to define your settings:
Name - you can set your filter name in a separate pop-up display.
Quick Access
Last Engagement Date - you can filter contacts based on the most recent engagement i.e., the last message sent or call made.
Lines - filter your contacts based on the Line used.
Ring Groups - filter your contacts based on the Ring Groups the contact is enrolled.
Properties
Contact Tags
Show contacts with unread communications only
Has Communicated within
Last Engagement Date Period
Attribution
Communication Owners - filter based on the communication owner
Contact Owners - filters contacts based on the agent assigned
Then, click the "Save as New" button to name your filter.
Click the Create button to save your filter. You can see your newly created personal filter in the left-side panel of Inbox Filter.
Click the Apply button, and your filter settings will narrow your data.