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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Use filters in the Users tab

You can use filters to get a deeper understanding of User data.

Filter using the filter editor

The filter editor enables you to filter users based on one or more conditions. You can either select an existing filter from the list or create a new filter using the editor.

The filter editor consists of the following:

  • Field: A list based on relevant tables.
  • Operator: A list of operations that is contextually generated based on the selected field.
  • Value: A text entry field or a list that is contextually generated based on the selected field.

To remove a condition, select the delete icon

Image omitted: delete-icon.png
Delete icon. next to the condition. To add dependent conditions in the condition builder, either select **or** or **and**. To filter the conversations list using the condition, select **Update**.

To save a condition that you created in the filter editor, select Save filter. In the Save Filter pop-up window, specify a name for the filter. You can also set permissions for the filter in the Save Filter window. Users having the Chat Analytics Viewer (chat_analytics_viewer) role can select and modify your saved filters.

Image omitted: condition-saved-pae.png
Filter Editor with filters dropdown open, All filter selected, and Channel Web Client shown under Saved Filters.

Field options in the Filter Editor

  
ChannelsFilters users based on the communication channels.
CreatedFilters users based on the date and time when the conversation was created.
Created OnFilters users based on a specific date when the conversation was created.
Created byFilters users based on the user who created the conversation.
DomainFilters users based on specific domains related to the conversation.
Is AnonymousFilters users who had conversations as anonymous users.
Last ConversationFilters users based on the last conversation.
Sys IDFilters users based on the Sys Id.
TagsFilters users based on the tags associated with conversations.
UpdatedFilters users based on when the conversation was last updated.
Updated byFilters users based on who last updated the conversation.
UpdatesFilters users based on updates to a conversation.
UserFilters users based on user name.
KeywordsFilters users based on keywords related to the conversation.

Parent Topic:Users tab