Skip to content
View as Markdown
How-to guideInbox

Search chats and contacts

Find a customer's chat by their name or number, or filter chats by tag.

1 minuteAgents and team leadsUpdated
  1. In Inbox > Chats, click Search contacts… at the top of the list.
  2. Type part of the customer’s name or number. Spaces, dashes and + in a number don’t matter.

The list shows matching chats as you type. Search looks at names and numbers, not at what was said in the chat.

  1. Click Filter by tags (the funnel icon) next to the search box.
  2. Click one or more tags, like VIP. Click Clear to show all chats again.

The tabs above the list filter too: Unread, Mine (assigned to you) and Expiring (the 24-hour window is running out).

In Contacts, use Search contacts… the same way, and Filter by tag to narrow the list.

The Search… box at the top of the menu (Ctrl K, or ⌘K on a Mac) finds pages, settings and actions, not customers.