Conversations Page - Product Documentation

This document describes the updated Conversations page, its three default views and how users create, save and manage custom views.

Overview

The Conversations page gives users a flexible way to browse their conversations. It comes with three predetermined default views and allows users to create their own custom views by adjusting filters. Custom views can be saved, named and marked as a favorite so they persist as the default view across sessions.

On mobile

Use the search field and Filters button above the conversation list. Scope chips scroll horizontally instead of shrinking their labels. Opening a conversation shows the same detail tabs in a swipeable strip, with Share visible and translation, follow-up email, Academy and diagnostics actions grouped under More.

Default views

When a user opens the Conversations page, three predetermined views are available:

View	What it shows
My conversations	A filtered view where the owner is the current user. This is the default selected view.
My team	Conversations owned by people within the user's team.
Everyone I can see	All conversations the user is able to see.

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Visibility in My team and Everyone I can see is always limited by the organisation's privacy settings. A tooltip surfaces this: "Visibility is limited by your organisation's Privacy settings — you'll only see what those rules allow."

The number on the selected view chip matches the list total — the second number in X of Y conversations. Filters that narrow the list (for example a person or date range) and inclusion filters such as Shared with me update that selected chip to Y. The other view chips keep their unfiltered category totals.

Custom views

Users can create their own views by adjusting the filters.

Creating a custom view

1. Open the Filters panel and make any change (for example, changing the Source, or filtering by user or department).
2. As soon as a filter is changed, a new view labeled Custom appears. It is marked as unsaved with a small indicator icon.
3. The custom (unsaved) view remains active while the user works with it.

Saving a custom view

There are two ways to open the Save as a new view dialog:

• Click the unsaved indicator icon on the Custom view, or
• Click Save as a view.

In the save dialog, the user can:

• Name the view (e.g. Test).
• Mark the view as a favorite.

Once Save view is pressed, the named view appears in the left-hand list.

Favorite views

• Marking a default or custom view as a favorite (Starred) makes it the default view of the Conversations tab.
• The three default views can be favorited from the menu on each scope chip.
• This means when the user navigates to another part of the platform and returns, the favorite view is pre-selected.
• The view stays the default until the user removes it as a favorite or deletes the view.
• Only one view can be a favorite at a time. If the user creates another view (e.g. Test 2) and marks it as a favorite, it becomes the new favorite and the previous view is automatically un-favorited.

Behavior of unsaved custom filters

If a user applies a custom filter without saving it:

• The Custom (unsaved) view remains in place even if the user clicks between the default views (My conversations, My team, Everyone I can see).
• It persists until the user either:
  • leaves the page or navigates to a different part of the platform, or
  • clears it using the remove/clear control.

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Summary: Default views cover the most common needs out of the box. Custom views let users tailor and save their own filtered views and a single favorite view controls what loads by default on the Conversations tab.

Conversation types

Users assign a Conversation Type when uploading, recording in person, or filtering the list. Account managers create and edit the type list in Organization Workflow, not in Settings.

See Conversation Types for the create/edit how-to.

Controls in this area

Meaningful list and bulk controls. Cancel, Close and toast dismiss are omitted.

Control	What it does
New Conversation	Opens create options: calendar, meeting link, upload, or in-person capture.
Conversations / Shared with me / Shared links / Snippets	Switches which conversation set the list shows.
My conversations / My team / Everyone I can see	Changes ownership visibility scope for the list.
Filters	Opens the filter panel that narrows which conversations appear.
Save as view	Persists the current filters and scope as a named saved view.
Select conversations	Enters multi-select; selected items become the AI chat analysis allowlist.
Clear Selection	Exits multi-select and clears the AI allowlist.
Delete	Permanently deletes the selected conversations after confirmation.
Subscribe	Opens report subscription for the current conversation list view.