Saved inbox views
A saved view is a set of inbox filters with a name, like "My open chats" or "Overdue complaints". Instead of choosing the same filters every morning, you click the view.
How do I save a view?
- In the inbox, set up the filters you want. For example, click Mine and choose Open in the status menu.
- Click Save view (it appears once at least one filter is on).
- Give it a Name, up to 40 characters.
- If you're an admin, tick Share with the whole team to show it to everyone on this number.
- Click Save view.
The view appears as a chip with a bookmark icon at the top of the chat list.
What can a view include?
Any mix of:
- Mine, Unassigned, or the default All
- a status (Open, Waiting on customer, On hold, Resolved) or Blocked contacts
- a label
- 24h (customers you can still reply to freely)
- Overdue
The search box isn't saved with the view.
How do I use a view?
Click its chip. The filters switch on, and the chip is highlighted while they match. Changing any filter takes you out of the view.
Who sees my views?
- Personal views (not shared) are only for you. Hover over the chip and it says Only you see this view.
- Shared views appear for everyone on this number's team. The chip says Shared with the team.
Only admins can share views with the team.
How do I delete a view?
Click the small × on the chip and confirm. You can delete your own personal views. Only admins can delete shared views.
Can I rename or change a view?
Not directly. Delete it and save a new one with the filters and name you want.
Ideas for views
| View | Filters |
|---|---|
| My open chats | Mine + Open |
| Needs an owner | Unassigned + Open |
| Late replies | Overdue |
| Can still reply | 24h + Open |
| Hot leads | Label Hot lead |
| Parked | On hold |
Are views the same on every number?
No. Each WhatsApp number has its own views.