Why it matters
Filtering by conversation status helps you manage communication more efficiently. You can focus on active conversations, review automated interactions, or revisit closed threads as needed.
Key Concepts
Open Conversations: Active threads that require your attention or response.
Closed Conversations: Completed conversations that have been resolved and need no further action.
Automated Conversations: Conversations managed by Whippy’s automation tools, such as campaigns or auto-replies.
Inbox: The central workspace in Whippy where all your messages and conversation categories are listed.
Step-by-Step: Filter by Conversation Status
Go to your Inbox.
Click this link to open your Inbox directly.
To view Open conversations, click Open in the left-hand menu.
Displays all active conversations that require your attention.
To view Automated conversations, click Automated in the left-hand menu.
Shows all conversations handled by automation rules or campaigns.
To view Closed conversations, click Closed in the left-hand menu.
Lists all resolved conversations that no longer require action.
Tips and Best Practices
Regularly review Automated conversations to ensure workflows and auto-replies function correctly.
Keep your Open tab clear by closing conversations once resolved.
Use the Closed tab for quick reference to previous discussions.
Troubleshooting
Issue | Possible Cause | Fix |
Missing conversations | Filter set to the wrong status | Check the selected tab and switch to the correct status. |
Automated tab empty | No automation rules or campaigns active | Review automation setup under Campaigns or Sequences. |
Unable to switch filters | Temporary loading or connection issue | Refresh the page or log out and back in. |