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Filter Contacts is a powerful tool that helps you quickly categorize, search, and narrow down the customer list on the Contacts screen. You can perform quick searches by name, sort the display order by columns, or apply advanced filters combining multiple logical conditions (AND/OR).

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Basic Search and Sort Operations

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Search contacts by name

To quickly locate a specific contact when you already know their name:
  1. Navigate to the Contacts page from the left menu.
  2. Enter the contact’s name into the Enter name search box located at the top-left corner.
  3. The system will automatically filter the list and display matching results instantly.
search contact

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Sort the list by column

You can sort the display order of the contact list based on specific column headers in the table (such as Name, Last Read, or Created At):
  1. Click directly on the column header you want to use as your sorting criteria in the Contacts table.
  2. An arrow icon will appear next to the column header indicating the sort order:
    • Upward Arrow (Asc): Sorts in ascending order or from A to Z.
    • Downward Arrow (Desc): Sorts in descending order or from Z to A.
contacts sort asc desc dropdown

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Select multiple contacts

This feature allows you to select contacts in bulk to execute group actions (Bulk Actions) such as tagging, deleting, or exporting data:
  1. Use the search bar or filter options to bring the targeted contacts to the top of the list.
  2. Check the box at the start of each contact row you want to select. You can also tick the checkbox in the table header to quickly select all contacts currently displayed on the page.
  3. Verify the number of selected contacts shown at the bottom-left corner of the table before proceeding with group actions.
checkbox contact

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Advanced Condition Filters (Advanced Filter)

Advanced filters allow you to maximize the value of your contact data by combining multiple detailed search criteria using logical operators.

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How to configure advanced filters

1

Open the filter interface

On the Contacts page, click the Filter button (funnel icon) in the upper-right corner.
Chatbotx Contacts Filter Button
2

Select logical operator

Before adding specific criteria, choose how the system combines your filter conditions by clicking the blue text link:
  • All of the following conditions (AND operator): Only displays contacts that simultaneously satisfy all established conditions below.
    Chatbotx Contacts Filter Logic And
  • Any of the below conditions (OR operator): Displays contacts that satisfy at least one of the established conditions below.
    Chatbotx Contacts Filter Logic Or
3

Add and configure conditions

Click the + Add Condition button to create a new filter rule. For each rule, configure 3 parameters on the popup:
Chatbotx Contacts Filter Add Condition Popup
  1. Field: Select the data field you want to filter (e.g., Language, Tags, Email…).
  2. Operator: Select the comparison method (e.g., Is, Contains, Has any value…).
  3. Value: Enter or select the corresponding value (e.g., English, hot-lead…).
You can click + Add Condition multiple times to add multiple filter rules.
4

Apply the filter

Click the confirm button to execute the filter query and view the updated, narrowed list of contacts.

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Configuration Example

Use Case: You want to filter out English-speaking contacts who are qualified as prospective leads (hot-lead) and have provided their email addresses, in order to prepare for a targeted Email Marketing discount campaign. To configure this, select the All of the following conditions logical operator and add the following 3 filter rules:
  • Language Is English (Language used is English)
  • Tags Is hot-lead (Assigned Tag is hot-lead)
  • Email Has any value (Email address field is populated and not empty)
Chatbotx Contacts Filter Example Conditions

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Supported Filter Fields

Below is a complete list of fields you can select to define filter conditions:

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Supported Operators

Depending on the data type of the selected field, you can apply the following operators: