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How to filter conversations in Birdeye inbox?

Using a filter, you can organize all interactions from every channel in one place and streamline the process of responding to customers. Now, give your teams access to every type of customer interaction in one spot - reviews, referrals, surveys, texts, emails, voicemail, video chat, Facebook Messenger, and more.

Let us understand the key elements of filters in more detail:

Conversation Type	Details
Leads	This category displays the conversations with all the leads. All the messages here are grouped under the ‘Open’ and 'Closed' statuses.
Reviews	This category shows all the conversations with the customers who have left reviews for your business. You can find both the 'Open' and 'Closed' messages under different tabs.
Surveys	This category shows conversations with all the customers who have left you a survey response.
Payments	All conversations with the customers who have been sent a payment request
Appointments	All conversations with the customers who have been sent an appointment request
Assigned to me	This category shows the conversations assigned to the user who has logged in.

APPLY FILTER

Step 1- To apply filters, log in to your Birdeye account and click the ‘Inbox’ tab. On the new screen, click the ‘Filter’ icon next to the ‘New’ button.

Step 2- Post clicking the filter icon; you can see the filter in the side drawer. In the filter menu, you can view conversations based on conversation type, location, time period, assigned to, last incoming message, and experience score.

Step 3- From the drop-down menu of each filter type, you can view conversations for a particular conversation type, time period, location, etc.

Filter By	Value
Messages	The conversation type messages, leads, surveys, appointments, etc.
State	Select among the available states
City	Select among the available cities
Location	Select among the available locations
Time period	All time, yesterday to past 12 months or custom time period
Assigned to	Conversations assigned to you or other users
Last incoming message	The medium of the message, whether text, voice, email, web chat, apple message, etc.
Experience score	Range 0-10

Additionally,

Under the ‘Leads’ section, you can filter conversations based on the time period, the user’s name to whom the leads are assigned, and the message source.

Under the ‘Reviews’ section, you can filter conversations based on the review date, review source, ratings, experience score, actions, and tags.

Under the ‘Surveys’ section, you can filter conversations based on the response date, experience score, survey name, and survey score.

SAVE FILTER

You can also save the filter you frequently use by clicking the ‘Save as’ button on the top right of the filter drawer.

In the dialog box, enter the name of your filter and click on ‘Save’ to save the filter.

You can also share your saved filters with other users, teams, or users with access to any location.

Select ‘Specific users’ in the ‘Save as’ dialog box and enter the names of the users you want to share the filter with and click on ‘Save’ to save the filter.

You can share filters with users across selected locations. Select ‘Users across locations’ in the ‘Save as’ dialog box and choose desired locations from the drop-down menu. Further, click on ‘Save’ to save the filter.

EDIT/DELETE FILTER

Once the filter is saved, you can edit and delete it by clicking on the ‘three dots’ and choosing ‘Edit’ and ‘Delete’ respectively.

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