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A saved view is a shared queue: a set of filters, sorting, and grouping that everyone in the workspace can open.
Saved views: views saved
Saved Views let you build customized support queue views shared across your entire workspace: ideal for teams to track what matters most. Use cases:
  • Triage by Tier, or channel
  • Dashboards for Sales or Success teams
  • Monitor breaching SLAs
  • Shared queue ownership
Display options:
  • Board View: great for visual triage and drag-and-drop workflows
  • Table View: ideal for scanning high volumes of threads
To create a Saved View:
  1. Go to Views in the sidebar
  2. Click Create view
  3. Set your filters, sort/group preferences, layout, and fields
  4. Save and favorite the view

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Filters

Saved views support nested filter logic, so a view can be as broad or as narrow as you need. Available filters:
  • Assignee, Participant, Label, Status
  • Company, Tenant, Tier, Priority
  • Group, Channel, Thread field
  • Created at, CSAT sentiment, tenant field

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Filter operators

Each filter supports:
  • is: include threads that match the value
  • is not: exclude threads that match the value
Example:
  • Label is not spam

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Combining filters

You can choose how filter blocks are combined:
  • Match all: all filter blocks must match (combined with AND)
  • Match any: any filter block can match (combined with OR)
This lets you control how strict or broad a saved view should be.

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Repeating filter blocks

You can add the same filter block multiple times. This is useful when you want to apply different conditions to the same field. Example logic:
  • Threads with label security AND threads with either bug or feature request
This would be represented as:
  • One label block containing bug and feature request
  • A second label block containing security
  • The blocks combined with AND
Sorting options:
  • Status changed (oldest/newest)
  • Closest to SLA breach
  • Priority or most recent message
Grouping options:
  • Priority, Status, Company, Label
  • Tier, Channel, Assignee, Group
Saved Views are shared across your workspace. They are not currently personal or private.