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Find the right conversations faster

Search message keywords across the inbox or within a thread, then narrow conversations using opportunity, channel and contact filters.

  • Creator Platform
Conceptual alpine architecture illustrating find the right conversations faster. This is artwork, not a product screen.

Go straight to the matching message

Conversations keyword search can look across the inbox or within a single thread. Matching text is highlighted and you can jump to the message that contains it, reducing the need to scroll through a long exchange. Results follow supported channels and your existing permissions.

Filter using the context in your CRM

New filters include opportunity pipeline, stage and status, channel account and contact type. Combine criteria with AND or OR to focus the inbox on the work your team needs to handle. A contact with several opportunities can match through any qualifying opportunity.

Stage choices follow the selected pipeline. Channel-account filtering uses the conversation’s latest message, so it may differ from the channel used earlier in the thread.

Conversations keyword-search input with a query, result count and filter controls.
Official public keyword-search controls, cropped to exclude every contact and message result. Hello and the result count are unchanged demonstration values.
Conversations filter panel with Opportunity Pipeline and Opportunity Stage combined by AND or OR.
Official public filter example, cropped to the panel. The selected pipeline and stage are source examples; contact identities and conversations are excluded.