Easily find the interactions you are searching for!

Advanced filters can be used to get the list of interactions that meets certain criteria. With this new tool, Agents can have more control when they search for a message with a customer. According to the channel in use, Agents can filter interactions by several fields: ID, contact, date, tag, account and so on.

The tool is available in the Agents web interface under each channel and under the Contacts Management module too. It's really easy to use: Agents can select several conditions, creating also complex filtering queries, and get the results in few clicks. Here an example of how you can filter email interactions.


The system will show the interactions started between 21 and 28 April 2020, tagged as "orders", in the XCALLY sales email account from John Doe. It's possible to check all the conditions or at least one. Here the result:


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