Filtering text conversations lets you find specific messages quickly and focus on exactly what needs attention in your SMS queue. Create saved views for filter combinations you use regularly, and apply bulk actions to update multiple conversations in one step.
During peak periods like room selection and move-in when message volume is high, filters help your team stay organized and make sure urgent conversations donʼt get lost in the queue.
Navigate to the SMS screen
Navigate to the SMS section of the admin portal. Your conversation list displays all active text conversations.
Open the filter panel
Click the Filter button to open the filter panel. The panel displays available filter criteria such as assignee, status, priority, and date range.
Select filter criteria
Select the criteria you want to filter by. You can choose filters like assigned staff member, conversation status, priority level, or date range.
Click Apply. The conversation list updates to show only conversations matching your filters.
Combine multiple filters: Select criteria from multiple categories to narrow results. For example, filter by "Assigned to me" + "Status: New" + "Priority: Urgent" to see only your urgent unread messages.
Common filter combinations
These filter combinations are useful for typical workflows during busy periods:
My urgent messages: Assignee = Me, Priority = Urgent
Unassigned conversations: Assignee = Unassigned
Needs reply: Status = New or In Progress, Assigned to Me
Waiting on students: Status = Waiting on Student
Todayʼs messages: Date Range = Today
Save a filter view
After applying filters you use regularly, click Save View. Give the view a descriptive name such as "My urgent messages" or "Unassigned queue."
Click Save. Your saved view appears in the views dropdown at the top of the SMS screen.
Note: Click on any saved view to instantly apply those filters. This lets you switch between different workloads without recreating filters each time.
Use bulk actions on filtered conversations
Apply filters to show the conversations you want to update. Use checkboxes to select multiple conversations, then click the Bulk Actions menu.
Choose the action such as Assign, Change Status, or Set Priority. Select the new value and click Apply.
All selected conversations update immediately with the new values.
Example — Assign urgent unassigned messages
Filter to "Unassigned" + "Priority: Urgent." Select all urgent unassigned conversations and bulk assign them to available staff.
This ensures urgent messages get immediate attention without manually assigning each one.
Example — Flag stale conversations
Filter to "Status: Waiting on Student" + "Last message date: Over 3 days ago." Bulk change status to "Follow-up needed."
This flags conversations where students havenʼt responded so your team can send reminder messages.