Filters & Search

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Purpose

Filters & Search help you quickly find and organize leads in your AI Chat Assist dashboard, even with large databases.

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Filter Options

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Basic Filters

• Date Range
  • Last 7 days
  • This month
  • Custom date range
  • Date of first contact
  • Last activity date

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Lead Attributes

• Contact Information
  • Name
  • Email
  • Phone
  • Location
  • Company
  • Job Title

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Engagement

• Activity Level
  • Active (recent interaction)
  • Inactive (no recent interaction)
  • Never engaged
  • Highly engaged

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Campaign & Source

• Source Type
  • Website
  • WhatsApp
  • Email
  • Social Media
  • Manual Entry
  • Import

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Custom Fields

• Any custom fields you’ve created
• Numeric ranges
• Multiple selections
• Boolean (Yes/No) fields

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Search Capabilities

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Quick Search

• Search across all fields
• Partial matches
• Case-insensitive
• Special character handling

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Advanced Search

• Field-specific searching
• Boolean operators (AND, OR, NOT)
• Wildcard support
• Save complex searches

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Best Practices

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Filtering Tips

1. Start Broad, Then Narrow

   • Begin with basic criteria
   • Add more filters as needed
   • Save frequently used filters

2. Combine Filters

   • Use multiple filters together
   • Create complex conditions
   • Save filter combinations

3. Use Cases

   • Find high-value leads
   • Identify inactive contacts
   • Segment by behavior
   • Prepare for campaigns

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Saved Filters & Views

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Creating Saved Filters

1. Set up your filter criteria
2. Click “Save Filter”
3. Name your filter
4. Choose sharing options

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Managing Saved Filters

• Edit existing filters
• Share with team members
• Set as default view
• Delete when no longer needed

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Integration with Other Features

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Export Filtered Data

• Export search results to CSV
• Include selected fields
• Schedule regular exports

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Bulk Actions

• Apply tags in bulk
• Update lead status
• Add to campaigns
• Assign to team members

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Common Use Cases

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Sales Prospecting

• Find leads by industry and size
• Filter by engagement level
• Identify warm leads

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Marketing Campaigns

• Target specific segments
• Exclude existing customers
• Focus on inactive users

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Customer Success

• Identify at-risk customers
• Find upsell opportunities
• Track product usage