Quick Answer
How do you organize and update multiple Conversations?
Use Quick Filters to narrow the conversation list, sorting to control whether older or newer threads appear first, and bulk actions to mark conversations as read or unread, star or unstar them, or delete selected conversations. Bulk actions can be applied to up to 100 conversations at a time.
Managing Multiple Conversations Without Getting Overwhelmed
As your number of conversations grows, sorting through every thread one by one can slow down your workflow.
Filters and bulk actions help you organize the Conversations inbox, focus on the messages that need attention, and make changes to multiple conversations at the same time.
Quick Filters narrow the conversation list based on criteria such as assignment, message direction, outbound message type, and message channel. Sorting lets you control whether older or newer conversations appear first.
Bulk actions help with inbox cleanup by letting you update selected conversations together instead of repeating the same action on each thread individually.
Bulk actions support up to 100 conversations
Select conversations using the available checkboxes, choose the bulk action you want to apply, and use Load More when you need to include additional threads within the 100-conversation limit.
Conversations Management at a Glance
Before You Begin
Decide whether you need to narrow the conversation list, change the order of the results, or apply the same action to multiple threads.
- Open the Conversations area.
- Decide which conversations you need to focus on.
- Use Quick Filters when you need to narrow the conversation list.
- Use sorting when older or newer threads should appear first.
- Use bulk actions when the same change needs to be applied to multiple conversations.
- Review selected conversations carefully before using a bulk delete action.
How to Use Bulk Actions
Bulk actions let you apply the same change to multiple conversation threads instead of updating them one at a time.
Open Conversations
Navigate to Conversations and review the conversation list.
Select Conversations
Use the available checkboxes to select the conversation threads you want to update.
Choose the Bulk Action
Select the action you want to apply to the selected conversations.
Load Additional Conversations
Use Load More when additional threads need to be included. Bulk actions can be applied to up to 100 conversations at one time.
Apply the Change
Review the selected conversations and apply the bulk action.
Review before deleting
Bulk actions can include deleting unwanted conversations. Verify the selected threads before applying a delete action.
Available Bulk Actions
Mark as Read
Mark selected conversations as read when they no longer need to remain in an unread state.
Mark as Unread
Mark conversations as unread when you want them to remain visible as items requiring attention.
Star
Star selected conversation threads to identify important or high-priority conversations.
Unstar
Remove the starred status when a conversation no longer needs to remain marked as a priority.
Delete
Delete unwanted conversations as a bulk action when appropriate.
How to Use Quick Filters
Quick Filters narrow the conversation list so you can focus on the threads that match the criteria you need.
Assigned
Filter conversations based on the contact owner or assignee.
Last Message Direction
Narrow the list based on whether the most recent message was inbound or outbound.
Last Outbound Message Type
Filter based on the type of outbound message, such as email, SMS, or other supported message types.
Last Message Channel
Filter conversations based on the communication channel used for the most recent message.
Combine filters with starred conversations
Star high-priority threads first, then use filters to narrow the inbox during a focused work session.
Sorting and Custom Filters
Sorting can be set to Latest → Oldest or Oldest → Latest. The selected sort order works alongside the active filters.
When additional control is needed, custom filters can be created to support a repeatable conversation-management workflow.
Example filtered view
A filtered view could combine assigned to me, inbound last message, and latest first so the newest replies requiring attention appear together.
Filters and Bulk Actions Best Practices
Frequently Asked Questions
How many conversations can I apply bulk actions to at once?
What actions can I perform using bulk actions in the Conversations tab?
How can I filter conversations to view specific messages?
Does sorting by oldest or latest affect my applied filters?
Continue Learning
Continue learning how to manage communication and follow-up activity with these related BizStackPro Help Center guides.
