Summary: To search and filter conversations in AXP, use the Search bar at the top of the Conversation Inbox to find conversations by guest name, phone number, email, or message content — and use Filters to narrow by status, channel, department, or date range.
Permissions Required: Roles required in AXP to search and filter conversations are All Conversers.
AXP provides powerful search and filtering tools to help you find specific conversations quickly, even across thousands of guest interactions.
How Do I Search Conversations?
Click the History on the left panel
Enter your search term — guest names
Press Enter to see matching results
Click on a 3 dots on the conversation to view the conversation
How Do I Filter Conversations?
Use filters to narrow your inbox view:
Date Range — Conversations within a specific time period
Status — Open, Snoozed, or Closed
Assignee — My conversations, specific team member, or department
Common Questions
Q: Can I save filter combinations for reuse?
A: Yes, after setting your desired filters, click Save View to create a named filter preset. Saved views appear in the sidebar for quick access.