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What Are Conversation Filters?

Conversation Filters help users control which conversations appear in the Kyrios inbox based on selected rules, values, and logic.

What Conversation Filters Do

Conversation Filters narrow the inbox view based on specific conditions.

Filters work with:

  • Inbox tabs

  • Conversation views

  • Sorting

  • Bulk actions

  • Starred conversations

Filters do not change conversation data. They only change which conversations are shown in the inbox.


How to Open the Filters Panel

Click the Filters icon in the Conversations inbox. The Filters panel opens on the right side of the screen.


How to Build a Conversation Filter

Use the Filters panel to choose:

  1. Filter Type

  2. Condition

  3. Value

Example:

  • Filter Type: Mention

  • Condition: Is

  • Value: Logged In User

This filter shows conversations where the logged-in user was mentioned.


Available Filter Types

Conversation Filters support multiple filter types.

Assigned

Filters conversations by the assigned conversation owner. Use this to view conversations owned by a specific team member.

Follower

Filters conversations where a specific user is added as a follower. Use this for collaboration or oversight.

Mention

Filters conversations where a user was mentioned with an @mention. Use this to find conversations that need a specific user’s attention.

Last Message Direction

Filters conversations by the direction of the most recent message. Common values include:

  • Inbound

  • Outbound

Last Outbound Message Type

Filters conversations by whether the last outbound message was manual or automated. Use this to separate human replies from workflow or campaign messages.

Last Message Channel

Filters conversations by the channel used for the most recent message. Channels may include SMS, Email, Calls, Voicemail, Live Chat, WhatsApp, Facebook, Instagram, or GBP.

Tag

Filters conversations by contact tags. Use tags to segment conversations by custom labels.


Filter Conditions

Filter conditions control how Kyrios evaluates the selected value. Common conditions include:

  • Is: Shows conversations that match the value

  • Is not: Excludes conversations that match the value


Filter Values

The value field defines the user, tag, channel, or attribute used in the filter. The value field may support:

  • Searchable dropdowns

  • One value

  • Multiple values, depending on the filter type


AND / OR Filter Logic

AND / OR logic controls how multiple filter rules work together.

Logic Inside a Filter Group

Use logic inside a group when multiple rules should work together.

  • AND: All rules must be true

  • OR: At least one rule must be true

Logic Between Filter Groups

Use logic between groups when you need more advanced filtering. For example, one group can filter by follower and mention, while another group filters by a different mention rule.


Managing Multiple Conversations

You can select multiple conversations from the inbox and apply actions in bulk. Select the checkboxes next to conversations to activate bulk actions. Available bulk actions include:

  • Mark as Read

  • Mark as Unread

  • Add Star

  • Remove Star

  • Delete

Deleting conversations is permanent.


Starred Conversations

Starred conversations help users mark important messages for quick access. Click the Star icon on a conversation to mark it as starred. Starred conversations can be viewed from the Starred inbox tab.


Sorting Conversations

Sorting changes the order of conversations in the inbox. Click the Sort icon to choose a sorting option. Available sorting options include:

  • Latest - All Messages

  • Oldest - All Messages

  • Latest - Manual Messages

  • Oldest - Manual Messages

  • Longest SLA Overdue

  • Next SLA Target


Common Issues and Fixes

I do not see the conversations I expected

The active filters may be too narrow. Clear filters or review the selected filter type, condition, and value.

A shared view does not show the same user’s conversations for everyone

Use Logged In User when available. This makes the filter dynamic for each user viewing the inbox.

Bulk actions are not visible

Bulk actions only appear after one or more conversations are selected. Select the checkbox beside a conversation to show bulk actions.

FAQ

Do Conversation Filters update in real time?

Yes. The inbox updates when filters are applied, removed, or changed.

Can I save filter combinations?

Currently, filters are session-based and need to be reapplied when returning to the inbox.

What is the difference between Assigned and Follower filters?

Assigned refers to the primary owner of the conversation. Follower refers to users added for visibility or collaboration.

Can I use multiple channels in a single filter?

Yes. The Last Message Channel filter supports selecting multiple channels.

Does deleting conversations using bulk actions permanently remove them?

Yes. Deleted conversations cannot be recovered.

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