
Active and Inactive Conversations
At the top of the chat view, you’ll see two tabs:
- Active: conversations that have an active WhatsApp chat window. In this tab, you’ll find all the conversations you’re handling.
- Inactive: conversations that have an expired window and haven’t been finalized. Here you can identify if there are conversations where you need to re-establish contact by sending an HSM.
🔍 Search Conversations
The search bar allows you to quickly find a specific conversation. You can type:- The contact’s name.
- A word or phrase that appears in the messages.
Perfect for when you need to find specific information in a conversation
without wasting time manually navigating.
Sort Conversations
You can sort conversations so that the most relevant ones appear first according to your priorities.
Sorting Options
Based on:- Last message: takes into account the last message received or sent.
- Creation date: takes into account when the chat session started.
- Recent: newest conversations first.
- Old: oldest conversations first.
💡 Practical Examples
Goal: View the most recent messages you’ve receivedConfiguration:
- Based on: Last message
- Order: Recent first
Perfect for staying up to date with the most active conversations
Filter Conversations
Filters allow you to refine your view to focus on specific types of conversations. You can apply multiple filters at once.
Available Filters
Filter conversations by when they occurred:
- Today - Only today’s conversations
- Yesterday - Yesterday’s conversations
- Last 7 days - Weekly activity
- Last 2 weeks - Biweekly activity
- Last month - Monthly activity
- Last 3 months - Quarterly activity
- Last year - Annual activity
Date ranges are based on the most recent activity of each conversation
Useful Filter and Sort Combinations
Below are recommended configurations for common cases:📩 Quick Response Cases
📩 Quick Response Cases
View today's unread chats
Filters:
Date = Today
+ Type = Unread
Perfect for starting the day by reviewing new messages.Respond in order of arrival
Order:
Last message + Recent first
Attend to those who wrote most recently first.⏳ Follow-up Cases
⏳ Follow-up Cases
Contacts within 24h
Filters:
Type = Follow-up
+ Date = Today or Yesterday
Take advantage of the WhatsApp window to reactivate conversations.Week's pending
Filters:
Type = Pending Response
+ Date = Last 7 days
Review which conversations need your attention this week.🏷️ Campaign or Group Cases
🏷️ Campaign or Group Cases
Specific pending campaign
Filters:
Type = Pending Response
+ Tag = Coco
Focus on a specific campaign that requires response.Multiple campaigns
Filters:
Tags = Social Media, Website
Compare the performance of different campaigns.🧹 Shift Closing Cases
🧹 Shift Closing Cases
Clean inactive conversations
Tab:
Inactive
+ Order: Creation date + Old first
Identify conversations you can finalize so all history moves to HubSpot.💡 Practical Example:“I want to see chats tagged as ‘Audi’ or ‘BMW’, that are pending response, and sort them by who contacted me first.”
- Tags: Audi + BMW
- Type: Follow-up
- Order: Creation date + Old first