Features / Advanced filters

The exact slice of your conversations, not the whole list you have to scroll through.

A shared inbox gets crowded fast - hundreds of conversations across every stage, tag, and teammate. Advanced filters combine any of those at once, so 'my open leads, tagged Hot, no reply in a day' is one view instead of a manual scan.

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4+ filters

Tag, stage, assignee, and date, combined at once

Instant

The list narrows live as each filter is added

Any list

Conversations, leads, or a segment you're building

WHY THIS EXISTS

One filter at a time isn't enough once the inbox is busy

A single filter - just a tag, or just a stage - still leaves a scroll-through when a team is handling hundreds of conversations. What a rep actually needs is more specific: their own leads, in one stage, tagged a certain way, gone quiet for a day - all at once.

Without combining filters, that means manually scanning a list that a machine could narrow in a click, and easy-to-miss conversations that technically matched but got lost in the noise.

Every filter stacks, so the list gets exact instead of approximate

Combine tag, stage, assignee, and date

Stack any number of filters together - each one narrows the list further, not replaces the last.

Works on conversations and leads

Filter the shared inbox itself, or the pipeline view, the same way.

Updates as you add or remove one

The list re-narrows instantly with every filter you toggle on or off - no separate 'apply' step to wait on.

Save the combination as a segment

A filter combination worth reusing becomes a live segment in one step, instead of rebuilding it by hand next time.

HOW IT WORKS

From trigger to result

Start from any list

Open the shared inbox or a pipeline view - the full, unfiltered set.

Add filters one at a time

Tag, then stage, then assignee, then date - each one narrows what's showing.

Work the exact slice

What's left is precisely the conversations that matter for this task, nothing extra to scroll past.

Save it, if it's worth repeating

Turn the combination into a segment so the same narrowed view is one click away next time.

What's included

Combine tag, pipeline stage, assignee, and activity date in a single filtered view

Filters apply to the shared inbox, the pipeline board, or a leads list alike

Each added filter narrows the current result set, live, with no reload

Clear a single filter without resetting the rest of the combination

Turn a useful filter combination into a saved segment in one step

Available on every plan, with no limit on how many filters can be combined at once

Where it fits in your plan

Included on every plan, from Small up - no tier-gating on this feature.

This one isn't rationed by plan tier - connect a number on any plan and it works the same way from day one.

A sales lead wants to see which of their own deals have gone quiet. They filter by assignee (themselves), stage (anything before Won), and last-reply date (more than two days ago) - three filters stacked on top of each other, narrowing a pipeline of 300 deals down to the 6 that actually need a nudge today.

Questions about Advanced filters

How many filters can be combined at once?

There's no limit - tag, stage, assignee, date, and any other available filter can all be stacked together on any plan.

Do filters work on the pipeline view too, or just the inbox?

Both - the same filtering combines across the shared inbox and the pipeline/leads views.

Can a filter combination be reused later?

Yes - save it as a segment in one step, and it becomes a live, named view you can return to instead of rebuilding the filters each time.

Try it with your own team

Connect a WhatsApp number and see advanced filters working in minutes.

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