Inbox filters

Documentation Index

Fetch the complete documentation index at: https://support.quo.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Inbox filtering in Quo lets you focus on the conversations and calls that matter most. Your inbox has two views, Chats and Calls, each with its own set of filters. Filter by status, company, team member, custom contact properties, and more to keep your workflow organized.

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Chats view filters help you find and prioritize conversations with contacts. You can filter by conversation status, company, or custom contact properties you’ve set up. Calls view filters help you find specific call records. You can filter by call outcome, direction, team member, and more. Some filters are only available on web and desktop.

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Understanding filtering concepts

Quo offers two types of filters that differ slightly depending on the view you’re in: Conversation status filters that appear as pill buttons in the toolbar, and Advanced filters that are accessed by clicking or tapping the Filter button. Learn more about the available filters in the toggles:

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Basic conversation status management

Understanding when and how to use each status helps maintain inbox organization. Mark as Done:

• Use when conversations are completed and resolved
• Perfect for verification codes, confirmations, and one-time communications
• Removes conversations from main view while preserving history

Mark as Unread:

• Creates active notifications for follow-up reminders
• Useful when you need to respond but aren’t immediately available
• Helps coordinate team responsibilities for shared conversations

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Advanced filtering features

Advanced filters are available with the Filter button in both the Chats and Calls views. The options differ depending on which view you’re in. Chats view advanced filters:

• Company: Filter by company name associated with a contact
• Tags-type custom properties: Filter by any Tags-type custom contact property you’ve created (for example, a “Membership tier” property with tags like Gold, Silver, and Bronze)

Calls view advanced filters:

• Team member: Filter calls by the team member who participated
• Ended / In progress: Filter by current call state
• Date: Filter by call date
• Call tags: Filter by AI-generated call tags. See AI call tags for more information.

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Setting up custom contact properties for filtering

Only Tags-type custom contact properties appear as filter options in the Chats view. To use a custom property as a filter, create it as a Tags type first — once created, it appears on all contacts.

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Setting up advanced filters on web/desktop

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Managing multiple filters

Adding filters:

• Click + to add additional filter criteria
• Combine different filter types for precise results

Modifying filters:

• Click is between the filter name and value to adjust criteria

Removing filters:

• On web/desktop: Click x next to a filter name to remove it
• On mobile: Tap Clear all filters to return to the full view

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Mobile filtering workflows

The Quo mobile app supports filtering in both the Chats and Calls views — use Chats to find specific conversations, or Calls to see how your calls have been handled.

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Managing multiple phone numbers

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Phone number-specific filtering

Each phone number in your workspace maintains separate conversation filtering. Single number users:

• Apply standard conversation status filters (Open, Done, Unread)
• Use advanced filters for contact properties and call management
• Focus on workflow optimization within a single inbox

Multiple number users:

• Separate filtering per inbox: Each phone number has independent filter settings
• Consistent organization: Apply similar filtering strategies across numbers
• Context switching: Each inbox’s filters stay in place when you switch back and forth between numbers

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Switching between phone numbers

From web and desktop:

1. View available numbers under Inboxes in the left sidebar
2. Click the Inbox you want to switch to
3. Apply filters for that number’s conversations

From mobile:

1. Tap your account image in the upper left corner
2. Select the number you want under Inboxes
3. Apply filters for that number’s conversations

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Filter workflow strategies

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Daily productivity workflows

• Start with Unread to see new messages, then switch to Unresponded for anything needing a reply
• Mark conversations Done immediately on completion to keep your inbox accurate
• Use custom property filters to focus on specific client groups

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Team collaboration strategies

• Establish shared conventions for marking conversations Done so filters stay reliable
• Use Team member in the Calls view (web/desktop) to see which calls each person handled
• Check Unresponded regularly to catch anything that’s fallen through the cracks

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Troubleshooting filtering issues

If your filters aren’t returning the results you expect, or conversations are missing from a filtered view, the steps below can help you identify the cause and keep your filters working accurately over time.

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FAQs

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Need help? Submit a support request and we’ll jump in.