Home Best Practices How to Group Conversations with Filters and Save as Folders

How to Group Conversations with Filters and Save as Folders

Last updated on Apr 16, 2025

In Akece, you can organize and view conversations more efficiently by using advanced filters. In addition to applying custom filters, you can save them as folders, which are pinned in the sidebar for quick access to conversations that match specific criteria.

This feature is ideal for segmenting conversations by status, priority, agent, channel, or any other available attribute.

How to create a conversation folder using filters

Step 1: Open the filters panel

At the top of the conversation list, click the filter icon.

Step 2: Set your filters

A modal will appear where you can select:

  • The filter type (e.g., status, label, agent, channel)

  • The operator (is, is not, is present, is not present)

  • The corresponding value

You can combine multiple filters to tailor the view to your specific needs.

Step 3: Apply and save the filter

Once the filters are applied, the filtered conversations will be displayed on the screen. Then, click the Save button at the top of the conversation panel.

Step 4: Name your folder

Give your saved filter a name and confirm. The new folder will appear in the sidebar under the Folders section.

You can now access it at any time to quickly view that specific group of conversations.

How to delete a saved folder

To delete a folder:

  • Hover over the folder name in the sidebar

  • Click the red trash icon

  • Confirm by clicking Yes, delete

When to use conversation folders

Saved folders help your team stay focused and efficient by allowing you to:

  • Monitor urgent conversations

  • Track interactions by team or channel

  • Create follow-up flows based on label, priority, or status


If you have any questions or need help using folders, feel free to reach out to us:
📩 [email protected] | 📱 @akece.ai