Saved Inbox Views

Click + next to Views. The menu has three parts:

• Save what you are looking at — saves the filters on screen under a name. It appears once a filter is set (status, priority, channel, tag, assignee, whose move it is). A search or a sort order alone is not a filter.
• Premade views — five ready-made views. Click one to add it. A view you already have is marked Added.
• Build a view with AI — describe what belongs in the view in one sentence, and the AI sorts the cases into it. Only members with Manage workspace settings see it.

Set the filters in the filter bar and press Save. Give the view a name and, if you like, an icon. Tick Share with the team if colleagues should see it too; it is off by default, so a new view is yours alone. A view remembers the tab, the filters and the sort order.

To change what a view lists, open it, change the filters and press Update in the filter bar. Save as new keeps the old view and saves the new filters as another one.

The pencil next to a view renames it, changes its icon or shares it. Drag views to put them in order; reordering shared views changes the order for everyone. The bin deletes a view.

You can change and delete your own views. A shared view can also be changed by anyone with Manage workspace settings.

For a list no filter can express — "creators who want to make content for us", "resellers and suppliers" — click + → Build a view with AI. Give it a name and write one sentence under What belongs here?. See what it would catch shows matching cases before you create it.

Create view makes a tag with your sentence as its rule, and a shared view of that tag. The AI then puts the tag on the cases that match: new tickets as they arrive, conversations once they have been quiet for half an hour, and, once, everything from the last 90 days.