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Filter Conversation by Assigned User

Jack Kennedy avatar
Written by Jack Kennedy
Updated over a year ago

Whippy provides an easy way to filter conversations by the assigned user. This feature allows you to quickly find conversations assigned to you or those that are unassigned. Follow the steps below to effectively filter your conversations.

1. Navigate to your Inbox

Go to the Whippy Inbox by clicking https://app.whippy.co/inbox/all/open. This will take you directly to your list of all conversations.

2. Navigate to "Assigned to Me"

In the left-hand menu, find and click on the "Assigned to Me" tab. This will direct you to a filtered view of all conversations that are specifically assigned to you.

πŸ’‘Tip: Once anyone assigned the conversation to you, it will be displayed on this page.

3. Navigate to "Unassigned"

If you want to view conversations that are not yet assigned to any user, click on the "Unassigned" tab in the left-hand menu. This will show you a list of all conversations that need to be assigned to a user.

4. Choose the Desired Conversation

From the filtered list (either "Assigned to Me" or "Unassigned"), select the conversation you wish to view or manage. Click on the conversation to open it and take the necessary actions, such as responding to messages or assigning the conversation to a user.

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