Looking for certain leads? Slice and dice your view of the leads Structurely AI Assistant is engaging using the following filters 👇
Filter Types:
Types
- Assigned / Unassigned
- Open / Closed
- Muted / Unmuted
- Agent Engaged / Not Engaged
Source
- Text
- Facebook
- Live Chat
- Email (form)
Stage
- Lead Has Not Responded
- Lead Has Responded
- Lead is Interested
- Lead is Not Interested
- Lead needs Agent Follow-Up
Assigned Agent
- Filter by Agent
- Filter by Team
Filter Basics
❗ IMPORTANT ❗
👉 The DEFAULT Filter applied within your Conversations view is "Open"👇
This means that you can now close a lead, and that lead will be "hidden" from your default view.
👉 If you want to see ALL leads, simply remove all the filters 👇
Creating Advanced Filters
You can combine Filters to create advanced lists of leads. Here are a few examples:
👉 Filter By: Leads that Need Agent Follow-up, but haven't been followed-up with yet👇
👉 Filter By: Leads that are Interested, but where your AI Assistant has not yet been Muted👇
👉 Filter By: Leads that have Responded, have been Assigned to an agent, but have Not Been Engaged by that Agent👇
🎊 Use filters to find the right leads you're looking for!
If you have any issues regarding a Filter please reach out to our Support Team at help@structurely.com
🚀 The Structurely Team