Using Notes, Tags & Filters

Keep your conversations organized and easy to manage by using Notes, Tags, and Filters inside the Chablyy Inbox. Notes let your team collaborate privately, Tags help categorize chats, and Filters make finding the right conversation effortless.

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🗒️ Using Notes & Tags

🚀 Quick Steps

• Open a chat in your Live Inbox.
• Add internal notes for team collaboration.
• Apply or edit tags for better organization.
• Use tags later to filter conversations quickly.

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🧭 Detailed Steps

1. Select a conversation in your Inbox.
2. In the right sidebar, click on the Notes tab.
3. Click Add Note to write private, team-only comments.
4. Apply tags such as “VIP”, “Follow-up”, or “Pending Info”.
5. Later, use filters to find all chats with a specific tag.

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💡 Pro Tips

• Keep tag names short, clear, and consistent across your team.
• Use notes to summarize conversation details before reassigning.
• Combine filters and tags for faster searches and cleaner workflows.

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🔍 Search & Filters

🚀 Quick Steps

• Go to the Inbox.
• Use filters to narrow down by Status, Priority, or Sentiment.
• Apply filters to view only relevant conversations.
• Clear filters when done to return to the full inbox.

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📋 Detailed Steps

1. Use the Search bar to find conversations by name, email, or phone number.
2. Click Filters to refine results by:
• Status: AI Handling, Unanswered, Assigned
• Priority: Urgent, High, Normal, Low
• Sentiment: Negative, Neutral, Positive
3. Combine multiple filters for more precise results.
4. Click Clear Filters to reset your view.

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💡 Pro Tips

• Combine filters for advanced searches.
• Use tags together with filters for pinpoint accuracy.
• Perfect for revisiting old customer interactions or monitoring sentiment trends.

✨ With Notes, Tags, and Filters — you can keep your Inbox clean, searchable, and perfectly organized for every team member.