Tired of Rebuilding the Same Filters in Your Inbox? Not Anymore.
If you’re constantly hunting for unassigned chats… digging into priority leads… or scanning specific communication channels, the new Conversation Views feature inside Agent CRM is about to change your day.
You can now save your most-used filters and turn them into quick-access views—giving you instant focus without the filter fatigue.
What Are Conversation Views?
Think of Views like bookmarks for your Conversations Inbox.
Instead of clicking 4–5 filters every time you log in, now you can:
- ✅ Save a filtered inbox as a “View”
- ✅ Name it (like “🔥 Urgent Leads” or “Unassigned Chatbot Replies”)
- ✅ Return to it instantly—any time
Perfect for:
- Checking unassigned conversations with no owner
- Viewing all chats from one specific channel (like Facebook Messenger or website chat)
- Surfacing leads tagged with “High Priority,” “Needs Follow-up,” or “Call Today”
How to Use Conversation Views
- Go to Conversations in Agent CRM
- Click the Views section in the Inbox sidebar
- Click + Create View
- Apply your filters (e.g. tags, assignment, channel)
- Name the view and save it
✅ Your view is now saved for you.
👥 If you’re an admin, you can share it with the team.
This helps everyone stay aligned—without recreating the wheel.
Why It Matters for Insurance Agents
Agent CRM is designed to help you:
- Get to the money faster 💰
- Reduce manual steps 🧠
- Keep your team on the same page 📋
Conversation Views do all three.
Instead of sorting through a crowded inbox, you can jump directly into your priority buckets:
- “📞 Needs Callbacks”
- “🟡 Leads in Medicare Campaign”
- “💬 Chatbot Messages Without Replies”
You create the views that match your workflow. We’ll help you move faster.
How to Turn It On
Conversation Views are available in the New Conversations interface.
To enable:
- Go to Labs inside Agent CRM
- Turn on:
- ✅ CRM Redesign: Conversations and Contacts Page (Beta)
- ✅ Conversation Views: Save Filters, Work Faster
Once enabled, your Conversations page will update, and you’ll see the new Views panel.
Final Thoughts
This isn’t just a small update. It’s a workflow superpower.
If you’re serious about working your inbox like a pro—and closing more deals with less chaos—this feature was built for you.
📌 Pro Tip:
Admins can create shared views for agents to track assigned leads, urgent follow-ups, or campaign-specific messages—all in one click.
➡️ Ready to activate?
Jump into Labs and turn on Conversation Views today.
Let’s make your CRM smarter—so you can sell more, stress less.
