How-To GuideBeginner4 min read

How to Use Conversation Filters to Find Support Requests

Master the filter options in Local Business Pro to quickly find conversations that need human attention.

Quick Answer: Use the 'Support Required' filter in the Filters dropdown to see conversations where your AI flagged a need for human intervention. These are your priority follow-ups.

Available Filter Options

Direction: Inbound (customer initiated) or Outbound (AI initiated)
Source: Call or Web chat
Filters dropdown: Support Required, Hot Lead, Appointment Booked, Follow Up, Admin Test
Status: Your custom statuses like New, In Progress, Resolved
Date Range: Start and end dates
Search: Text search for names, numbers, or keywords

Finding Support Requests

Navigate to Conversations > List
Click the Filters dropdown
Select Support Required
Optionally set a date range
Review the filtered results
Click View to see full conversation details
Handle each request and update the status

Filter Combinations

Urgent support: Support Required + Today's date
High-value opportunities: Hot Lead + Past week
Booking verification: Appointment Booked + Yesterday
New customer issues: Support Required + New Customer Script

Frequently Asked Questions

Q: Can I save filter combinations?
A: Currently filters reset when you leave the page. Apply them each session as needed.

Q: What triggers 'Support Required'?
A: The AI flags this when it couldn't resolve the customer's issue or the customer explicitly asked for human help.

Tags:

filterssupportconversationsfindingsearch

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