> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Conversation filters, bulk actions, and saved views

> Apply quick filters, run bulk actions on up to 100 conversations, and save filter combinations as named views in HoopAI.

Two powerful tools keep your inbox organized: **Bulk Actions** let you apply operations to multiple conversations at once, and **Quick Filters** let you narrow your view by specific criteria.

## Bulk actions

Select conversations by checking the box at the top to select all (up to 100 at a time), or click individual checkboxes. Then choose an action:

<Frame caption="Bulk action controls in the conversation list">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-filters-bulk.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=15f05fdaae8d7ed514c635719713aa26" alt="Bulk actions" width="1108" height="677" data-path="images/conversations-filters-bulk.png" />
</Frame>

<Frame caption="Bulk action menu options">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-filters-actions.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=9b6869af9ee0d353c0027db5ceeb7fef" alt="Bulk actions menu" width="607" height="646" data-path="images/conversations-filters-actions.png" />
</Frame>

<AccordionGroup>
  <Accordion title="Mark as read / unread">
    **Mark as Read** removes the unread notification badge. **Mark as Unread** re-adds it so you can track conversations for follow-up.
  </Accordion>

  <Accordion title="Star / unstar">
    Star important conversations to move them into the **Starred** tab for quick access. Unstar to remove them from that tab.
  </Accordion>

  <Accordion title="Delete">
    Permanently removes all messages and related activities from Hoop. You will be prompted to confirm before deletion. This action cannot be undone.
  </Accordion>
</AccordionGroup>

<Note>
  Bulk actions apply to a maximum of 100 conversations at a time.
</Note>

***

## Quick filters

Click the **three-line icon** to the right of the search bar to open the Quick Filters panel.

<Frame caption="Quick Filters panel">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-quickfilter-panel.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=cf5680d34f2d1e7b08db02835bfdf011" alt="Quick filters panel" width="457" height="395" data-path="images/conversations-quickfilter-panel.png" />
</Frame>

You can combine multiple filters using **And / Or** logic for more targeted results.

### Available filters

<AccordionGroup>
  <Accordion title="Engagement score">
    Prioritizes conversations based on contact interaction level. Higher scores indicate more active engagement.
  </Accordion>

  <Accordion title="Assigned">
    Filters by the team member responsible for the contact.

    * **None** — conversations with no assigned user
    * **Assigned To** — conversations assigned to selected team members
    * **Not To** — excludes conversations assigned to selected members

    <Frame caption="Assigned filter options">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-quickfilter-assigned.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=f3cea5b1b57e4a2787819a7a079a0db8" alt="Assigned filter" width="447" height="268" data-path="images/conversations-quickfilter-assigned.png" />
    </Frame>
  </Accordion>

  <Accordion title="Follower">
    Filters by who is following the contact.

    * **Is** — conversations followed by a selected team member
    * **Is not** — excludes those followed by a selected member
    * **Is empty** — conversations not followed by anyone
    * **Is not empty** — conversations that have at least one follower
  </Accordion>

  <Accordion title="Mentions">
    Finds conversations where specific users are mentioned.

    * **Is** — conversations mentioning a selected user
    * **Is not** — excludes conversations mentioning a selected user
  </Accordion>

  <Accordion title="Last message direction">
    * **Inbound** — most recent message came from the contact
    * **Outbound** — most recent message was sent by your team
  </Accordion>

  <Accordion title="Last outbound message type">
    * **Manual** — last outbound message was sent by a person
    * **Automation** — last outbound message was sent by a workflow
  </Accordion>

  <Accordion title="Last message channel">
    Filter by the source of the most recent message (e.g., SMS, email, WhatsApp, Instagram). Select multiple channels from the dropdown.
  </Accordion>

  <Accordion title="Tags">
    Filter conversations by contact tags for targeted viewing.
  </Accordion>

  <Accordion title="SLA">
    Filter conversations by their Service Level Agreement status — overdue, due soon, or on track.
  </Accordion>
</AccordionGroup>

***

## Saved views

Create named views to save your most frequently used filter combinations for instant reuse.

<Steps>
  <Step title="Apply your filters">
    Set up the Quick Filters you want to save.
  </Step>

  <Step title="Save as a view">
    Click **Create View** and give it a name.

    <Frame caption="Create a saved view">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-overview-create-view.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=407968069fe53ce2735c3c08b040d713" alt="Create view" width="535" height="417" data-path="images/conversations-overview-create-view.png" />
    </Frame>
  </Step>

  <Step title="Access your view">
    Your saved views appear in the left sidebar. Click any view to instantly apply it.
  </Step>
</Steps>

<Note>
  Views are private by default and visible only to the creator. Admins can share views with other users from the view menu.
</Note>
