Search Conversations & Customer Information

This article explains how to search and filter conversations, look up customer data, and find content within message history.

Search by Name / Phone / Email

1. Click the Search bar at the top of the conversation list.
2. Enter a keyword:

• Customer name or display name (fuzzy search)
• Phone number (exact search)
• Email address
• Social media account ID

3. Results appear instantly. Click a conversation to open it.

Advanced Conversation Filters

Narrow results with advanced filters:

• Channel: WhatsApp, Instagram, TikTok, Telegram, Email…
• Assigned agent
• Conversation time range
• Customer tags
• Status: open / closed / handled by bot

💡 Combine Channel + Status filters to quickly surface open conversations with no assigned agent.

Search Within Message History

In the chat window, click the Search icon in the top corner. Search across the full conversation history by:

• Text content
• Images (shows messages with image attachments)
• Video or file attachments

Looking Up Customer Information

Go to the Customers menu (left navigation) for centralized search:

• Search by name, email, phone number, or tag
• View one customer's full conversation history across all channels
• Export a filtered customer list