View & Filter Conversations by Followers

October 15, 20241 min read

Finding a conversation with your customers gets trickier the more your business grows. One of your best friends when this happens to you is Filters. They allow you to easily separate conversations based on specific criteria. The most recent addition to this is the option to View & Filter Conversations by Followers.

⭐️Why Is This Feature Beneficial To Your Business?

  • Increased Efficiency: This feature allows you to find specific conversations assigned to a team member in seconds

  • Improved Productivity: By filtering out unnecessary messages you drown out the distractions, giving you time to focus on the conversations at hand.

  • Enhanced Control: Remove unnecessary conversations and cater your inbox to the specific contacts you need to follow up with.

⭐️How To View & Filter Conversations by Followers:

  1. Navigate to the Conversations tab inside the Conversations Section.

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  2. Click the funnel icon to open the filters.

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  3. Select Follower Assignment (Contact). Here you can choose between Followed by Me and Follow by specific User to check for a team member’s interaction.

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  4. Once you’ve selected an option click Apply to start filtering.

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This feature allows you to quickly find conversations you or a fellow team member is assigned as a follower to, which enhances communication with your customers and simplifies your process.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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