Filtering and Searching
Easily filter and search conversations in WapCRM by labels, channels, users, time, and keywords. Manage WhatsApp, Instagram, Facebook Messenger, Telegram, SMS, and VOIP messages efficiently.
WapCRM offers advanced filtering and searching features that help businesses quickly locate specific conversations, analyze chat histories, and manage large volumes of customer interactions effectively. These tools are essential for maintaining an organized workspace and improving team efficiency.
What Can You Filter and Search in WapCRM?
WapCRM allows filtering and searching of conversations and messages by various criteria, including:
✅ Labels: Filter by custom labels such as High Priority, Sales Inquiry, or Support Request. ✅ Channels: View conversations from specific platforms like WhatsApp, Instagram, Facebook Messenger, Telegram, SMS, and VOIP. ✅ Users: See chats handled by particular agents or supervisors. ✅ Time Period: Narrow down conversations by specific dates or date ranges. ✅ Keywords: Search for specific terms within conversation threads to find relevant messages quickly.
💡 Benefit: Helps supervisors and agents track ongoing issues, monitor performance, and respond faster to inquiries.
How to Use the Filtering Feature in WapCRM:
📌 Step 1: Go to the Chats page 📌 Step 2: Click on the Filters on the left navigation panel. 📌 Step 3: Select filter criteria such as labels, channels, users.
How to Search Conversations in WapCRM:
📌 Step 1: Use the search bar at the top of the Chats page. 📌 Step 2: Enter keywords or specific phrases to search within message content and press enter. 📌 Step 3: Refine your search using filters, such as channel or date range. 📌 Step 4: Click on a search result to open the full conversation.
💡 Example: Search for the keyword "invoice" to find all chats related to billing inquiries.
Best Practices for Filtering and Searching Conversations:
✅ Use Specific Keywords: Avoid generic terms that could return too many results. ✅ Apply Multiple Filters: Combine labels, channels, and time periods to get more accurate results. ✅ Regularly Clear Filters: Ensure the inbox view remains updated, especially when switching between tasks. ✅ Monitor Filtered Conversations: Supervisors can track specific chat types (e.g., sales leads) for performance evaluation.
🔹 Pro Tip: Set up custom alerts for conversations that match specific filter criteria, keeping teams informed about important updates.
Why Use Filtering and Searching in WapCRM?
🚀 Saves time by allowing agents to quickly find relevant conversations. 🚀 Enhances productivity by enabling teams to focus on priority messages. 🚀 Improves reporting accuracy by allowing filtered data exports for detailed analysis. 🚀 Supports customer satisfaction by ensuring faster response times to specific inquiries.
Get Started Today! 📌 Apply Filters to Conversations → Search with Keywords → Optimize Your Communication Workflow!
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