1. Go to CRM → Live Chat
2. Click the Filters option (top right)
3. Choose Filter Type:
- Create Chat Filter → Permanent (saved)
- Temporary Filter → One-time use
4. Enter a Filter Name (for permanent filters) 5. Set Assignment Conditions
- Assigned to me / Unassigned / All chats
6. Select Chat Type
- Incoming
- Outgoing
- API Messages
- Bot Conversations
- Unblocked Chats
7. Choose Chat Status
- All / Unread / Replied
8. Select Conversation State
- Open chats
- Closed chats
- Include/Exclude Archive
9. Filter by Chatbot Status
- Active / Paused / Active but Unassigned
10. (Optional) Set filter as Default → Click Save
11. Apply a saved filter anytime by clicking the Filter Icon
12. (Optional) Create Segments from filters for better chat management.
💡 Permanent filters stay saved; temporary filters disappear after refresh or view change.