Chat Sources and Filters
Narrow your conversation list by period, source, type and tags.
On this page
Every conversation comes in through a channel, called its source. You can narrow the conversation list to one source, a period, text or voice, and your own tags.
On the statistics page, the Text and Voice tiles are your website widget, called Widget in the filter.
Filters
Click Filters at the top of the list. The list updates as soon as you pick an option.
-
Date range: the default is This Week, Monday to Sunday. For Custom Range, pick the first and last day and click Select.
-
Source: All, Widget, Phone and the other channels set up for your agent, such as WhatsApp, Email or your PMS inbox.
-
Type: All, Text or Voice. Voice includes calls in the widget, phone calls and WhatsApp calls.
-
Show Empty Conversations: also shows conversations without a message from the guest, for example when a guest opened the website chat but never typed, or didn't reply to Una's SMS. They're hidden by default.
Clear all at the bottom of the menu resets these options.
Tags
-
Click Tags next to Filters.
-
Tick one or more tags. Type in Search tags... to find one.
The list shows conversations with at least one of the ticked tags. To remove the tag filter, click the red button with the circular arrow next to Tags. Clear all doesn't remove it.
To add tags to a conversation, see Viewing and Managing Chats.