DMLY’s Unified Inbox gives you powerful tools to quickly find, organize, and manage conversations across all connected channels — including WhatsApp, Instagram, Messenger, Telegram, and LiveChat.

Whether you’re handling high volumes of chats or managing a growing team, search and filtering tools help you stay organized and respond faster.

Using the Search Function

You can search for any conversation directly from the Search box inside the Team Inbox.

How to Search:

1. Go to Team Inbox

2. Click the Search icon

3. Enter a keyword such as:

   • Customer name

   • Phone number

   • Message content

   • Subject or phrase

DMLY will instantly scan your entire inbox and display matching conversations.

Tip: This is especially useful when looking for a specific customer interaction or reviewing past messages.

Filtering Conversations

DMLY allows you to narrow down conversations using multiple filtering options.

Filter by Tags

If you use Contact Tags, you can filter conversations by specific tags.

Example:

• Purchased

• Lead

• VIP

• Support

• Google Ads

This helps you segment conversations by customer type, campaign source, or behavior.

Filter by Assigned Team Member

You can filter conversations based on the team member handling them.

This is helpful when:

• Monitoring team performance

• Reviewing workload

• Checking follow-ups

• Managing accountability

Simply select a staff member from the Assigned To filter dropdown.

Using Conversation Folders

DMLY automatically organizes chats into built-in folders:

• All Chats – Displays all conversations

• Unread – Conversations that haven’t been opened

• Needs Reply – Conversations requiring a response

• Unassigned – Conversations not yet assigned to any team member

• Open – Ongoing active conversations

• Closed – Completed conversations

Clicking any folder instantly filters your inbox.

Custom Inbox Filtering

For more advanced filtering, you can create a Custom Inbox.

Custom Inbox allows filtering by:

• Channel (WhatsApp, Instagram, Messenger, etc.)

• Tags

• Pipeline Stage

• Message Status

• Needs Reply

• Assigned Team Member

• Excluded Tags

• Conversation Status

You can also control visibility:

• Only You

• Everyone

• Selected Staff

Custom Inboxes are ideal for:

• Sales teams

• Support queues

• Campaign-specific monitoring

• High-priority conversations

• Department-based filtering

Why This Matters

With DMLY’s search and filtering tools, you can:

• Reduce response time

• Improve team coordination

• Track conversations efficiently

• Manage large volumes of chats

• Keep your inbox clean and organized

The more structured your tags and assignments are, the more powerful your filtering becomes.