Filtering Conversations

Using filters to quickly find the conversations you want to review

Daniel Figueiredo avatar
Written by Daniel Figueiredo
Updated over a week ago

Your Klaus account comes with a set of default filters to help you navigate through your conversations. 

However, you can also build advanced filters for your specific needs. To create a custom conversation filter:

  1. Navigate to the Conversations page. 

  2. Click on the filter icon in the top left corner of the page, next to the neat cat logo. The Filters section opens.

  3. Click on the plus icon at the top of the section to create a new filter. The Create new filter screen opens.

  • Enter a descriptive name for your filter in the Name field.

  • Define filter conditions in the Filters section.

  • Click + Select an option to add additional conditions to the filter. Filtered conversations have to match all conditions defined here. For example, if you create a filter with the condition assignee is Luna, conversation reply count > 3 and rating status: not rated, you'll get a list of Luna's conversations with more than 3 replies that have not been rated yet.

  • Choose if the filter is to be shared or private.

  • Click Create filter to save the filter.

Your filter is added to the Filters section.

Add as many filters as you'd like. They're great time-savers.

You can also edit, delete, clone, and drag your filters into the order you want to see them in. For more information on what they mean, see here.

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