How to Filter Inbox Conversations by Date
The Date-Wise Filter in the Inbox module helps you quickly view conversations from a specific time period. This is especially useful when reviewing past interactions, tracking agent performance, auditing conversations, or analyzing support activity for a particular date range.
Using this filter, you can combine date range and chat status to narrow down Inbox conversations precisely.
When Should You Use the Date-Wise Filter?
Use the Date-Wise Filter when you want to:
Review conversations from yesterday, last week, or a custom date range
Analyze closed or resolved chats for reporting
Audit customer interactions for a specific time period
Reduce Inbox clutter and focus on relevant conversations
How to Apply a Date-Wise Filter in Inbox
Follow the steps below to filter conversations by date in the Inbox module:
Step 1: Log in to Geta.ai
Log in to your Geta.ai account using your credentials.
Step 2: Open the Inbox Module
From the left navigation menu, go to the Inbox module.
Step 3: Open Filters
Click on the Filter icon available at the top of the Inbox.
Step 4: Select Date Range
From the filter options, click on Date Range.
Step 5: Choose Start and End Date
Select the Start Date and End Date for which you want to view conversations.
Step 6: Use Quick Date Options (Optional)
You can also select predefined options such as:
Yesterday
Today
Last 7 days
Last 30 days
Choose the option that best fits your requirement.
Step 7: Apply Date Filter
Click Apply to confirm the selected date range.
Applying Chat Status Filter (Optional)
You can further refine results using chat status filters.
Step 8: Open Chat Status Filter
Click on the Chat Status filter option.
Step 9: Select Status
Choose a status such as Closed, Open, or any other relevant option.
Step 10: Apply Filters
Click Apply Filters to finalize your selection.
View Filtered Conversations
Step 11: Review Results
The Inbox will now display all conversations that match the selected date range and chat status.
Step 12: Done
Your Inbox is now filtered successfully 🚀
Key Notes
Date-wise filters help in faster conversation analysis and reporting.
You can update or clear filters anytime to return to the default Inbox view.
Filters apply instantly without refreshing the page.