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Organize your Inbox with custom views and folders
Organize your Inbox with custom views and folders

How to build custom views and folders to monitor the conversations most important to you.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a month ago

Inbox custom views allow you to define a set of filters, including conversation attributes, and then show all conversations that match those filters in real time. Quickly switch between views and keep an eye on urgent issues, your direct reports, or whichever conversations you consider most important.

You can also easily add views to custom folders to keep your Inbox organized just the way you want it.


How to create a custom view in the inbox

While accessing Inbox, click on the 3 dots next to Views in your sidebar, then click Create view.

Note:

  • You must have Can manage views permission to create new views.

  • If you can't see Views in your sidebar, you might need to edit the sidebar and pin it first.

Give your view a clear title, and choose an emoji icon:

Other teammates will be able to see this view, so the name should describe the purpose of the view clearly.

Now it’s time to add your filters. This is the list of criteria that a conversation must meet for it to appear in your view. Base your filters on any combination of conversation data from the following:

  • Teammate assigned

  • Team assigned

  • Conversation tag

  • SLA due in

  • Waiting for teammate reply

  • Conversation started

  • Current channel

  • Initial channel

  • Fin involved

  • Fin AI answers enabled

  • Ticket type

  • Ticket state

  • Customer reports

  • Ticket category

  • Creator

  • Conversation data attributes

  • Ticket attributes

Note: The "Ticket State Category" filter is no longer supported. You should update your view to use the new Ticket State filter, which will be more flexible and precise.

For example, we’ll create a view that shows all the conversations we deem “High priority” cases.

This view will show all conversations:

  • Where Urgency is "High" (Urgency is a custom conversation data attribute).
    Or

  • Where the customer has been Waiting for a teammate reply for "More than 60 minutes".
    Or

  • With an SLA due in "Less than 10 minutes".

Using "Or" filters, we can show conversations that match a range of criteria, but don’t have to match all of them.

For more specific filters where a conversation must match multiple criteria, you can use And filters instead.

Then Save your view.

Now you’ll see it in your list of inboxes in the left sidebar.

For a quick reminder of the filters used in an Inbox View, hover over it.

That’s it. Now anytime you need an overview of these conversations, you can switch to this view to see them all in one place. 👍


How to create a custom folder in the Inbox

While accessing Inbox, click on Manage at the bottom of the sidebar, then Edit Sidebar > Create Customer Folder:

If you already have custom folders, you can also create more by clicking on the 3 dots icon, then Manage > Create Custom Folder.

Give your folder a name and click Create.

This will add the folder to your sidebar. Hover over the folder and click the 3 dots to start adding a mix of teams, teammates or views by pinning hem to the folder.

Or you can unpin, rename, or delete this folder by clicking Manage.


Customize the views shown in your Inbox sidebar

To add, or remove the views in your sidebar, clock on the + icon next to VIEWS.

From here, you can:

  • Search for views or team inboxes — Search makes it easy to find the right view or inbox in a long list.

  • Remove views or team inboxes — Click the pin icon to unpin them from the sidebar. This won’t delete the view or team. Just hide it from your list.

  • Edit views or team inboxes — Click the edit icon to make changes to a team view or inbox and save them.

  • Add views or team inboxes — Click Create view to add a view or inbox to your list.

After you create a view, it can be used by anyone on your team. They’ll just need to search for, and pin it to their list. 👌

To reorder your views and team inboxes, simply drag and drop them into position on your sidebar with the handle icon.

If you can’t find "Views" on your sidebar

If you can’t find Views on your sidebar, go to Manage > Edit sidebar at the bottom of the navigation menu to pin this folder back on the sidebar.

Inbox Views do not reassign conversations. Any conversations shown in the view will still be in the inbox of the team or teammate assigned to them.


Default Inbox Views: All and Unassigned

Rather than an inbox, "All" functions like an Inbox View, with no filters. It will always show all conversations and tickets, regardless of teammate or team assignment. The number next to "All" represents all open conversations and tickets.

If a conversation or ticket is assigned to a team, it will not be removed from "All," and it will continue to count towards the number shown next to "All" until it is snoozed or closed.

"Unassigned" on the other hand is a View that shows all conversations/tickets that don't have a teammate or team assignment. The number shown next to the "Unassigned" view represents all open conversations/tickets that don't yet have an assignment to a teammate or a team.

If you are assigning conversations/tickets automatically via Workflows, or manually via the Inbox, those conversations/tickets will be removed from the "Unassigned" View immediately, and will no longer count towards the number next to "Unassigned."


What’s next?


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