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  3. Custom Filters in Messenger — Team-Saved

Custom Filters in Messenger — Team-Saved

Custom Filters in Messenger are team-wide saved filters available to all operators in the left sidebar. They let you open ready-made chat segments in one click without manually configuring conditions

Updated August 30, 20263 min
Custom Filters in Messenger are team-wide saved filters available to all operators in the left sidebar.
They let you open ready-made chat segments in one click without manually configuring conditions each time.
Important: Custom Filters in Messenger are for using filters, not creating them.
The filters themselves are created and edited in: Custom Filters — saved segments.
In Messenger, operators only use filters that are already prepared.


When to use

  1. there are several operators on the team
  1. shared segments are needed for everyone
  1. managers work with different types of leads
  1. there are recurring daily selections.
Examples:
  1. “New leads”
  1. “VIP”
  1. “No manager”
  1. “FB traffic”
  1. “Non-responders”
  1. “Urgent”



How to use

Where to find them

Messenger → left sidebar → Custom Filters section. The filters are located under Chat Status.

How a filter works

Click the filter name — the chat list will immediately be narrowed down based on the saved conditions. Click it again to remove the filter.

What applying a filter does

After the click, Messenger:
  1. shows only matching chats
  1. applies saved conditions
  1. updates the list in real time.
The filter can include:
  1. Tags
  1. Status
  1. Assign
  1. Sale Stage
  1. Created At
  1. Custom Fields
  1. Tracker Fields
  1. Events
  1. Total Deposit
  1. any combination of conditions

Working together with tabs

Custom Filters work on top of tabs: All. My Chats. Favorites.
Example: you opened the My Chats tab and the VIP Leads filter. As a result, you will see only your chats with the VIP segment.

Combination with Smart Filters

Custom Filters can also be combined with Smart Filters — advanced search in Messenger.
This lets you quickly open a ready-made segment and then narrow the selection manually.
Example: first Custom Filter → “Facebook Traffic”. Then Smart Filter → Deposit > 1000. As a result: only Facebook leads with a deposit above $1000.


Where Custom Filters are created

Creation and editing are performed separately: Custom Filters — saved segments.
This is where you configure:
  1. filtering conditions
  1. AND / OR logic
  1. operators
  1. Tracker Fields
  1. Tags
  1. Events
  1. Sale Stage
  1. dates
  1. deposit amounts
  1. and other parameters.
After saving, the filter automatically appears for the entire team in Messenger.


Custom Filters vs Smart Filters vs My Filters

The three filtering systems are often confused. Here is a brief comparison:
Type
Where stored
Who sees it
Where created
Custom Filters
At the bot level
The entire team
Bot Settings → CRM defaults → Custom Filters
Smart Filters
Not saved
Only the current user
Messenger → Filters
My Filters
Locally
Only you
Smart Filters → Save Filter

Main difference: Custom Filters

Shared team filters. Used for: sales departments, support, buying, shared segments.

Smart Filters

Filter builder mode. Used for: one-time filtering, complex searches, quick database analysis. If you do not save it, the filter disappears after closing.

My Filters

Operator’s personal saved filters. Used for: personal work, daily segments, quick selections. Not available to other employees.


Usage examples

Leads without a manager

Sales Lead creates a filter:
  1. Status is Auto
  1. AND
  1. Assign is empty
  1. AND
  1. Created At after 1 hour ago
Saves it as “Without a manager”. Now any operator can open the filter and quickly pick up new chats for work.

Urgent requests

Support Team creates a filter:
  1. Tag has urgent
  1. AND
  1. Status is not Finished
Now support sees all urgent conversations in one place.

Facebook traffic

Buyer Team creates:
  1. Tracker Field source = facebook
  1. AND
  1. Created At after 7 days ago
Now the whole team can quickly open only fresh Facebook traffic.


Frequently asked questions

Not in Messenger. Creation is performed in Custom Filters — saved segments. After creation, the filter automatically appears for operators in Messenger.

Yes. All users with access to the bot see: the list of filters. their names. the selection results.

Yes. To do this, use My Filters in Smart Filters — advanced search in Messenger. They are available only to you.

Yes. Filters can be deleted by: Owner. Admin. Manager.
Warning: deleting a Custom Filter affects the entire team. After deletion: the filter will disappear for all operators. the saved selection will become unavailable. Before deleting, make sure no one needs the filter anymore.

No. Custom Filters are created separately for each bot and are not transferred automatically.


Related

Custom Filters — saved segments
The Bot Settings → Custom Filters section is where saved filters for lead segmentation are created. These are pre-built combinations of conditions that select the required audience from the entire dat
Smart Filters — advanced search in Messenger
Smart Filters are an advanced filtering mode in Messenger. With them, you can build complex lead selections using dozens of parameters: tags, steps, deposits, events, custom fields, tracking, and othe
Tags — tags for segmentation
The Bot Settings → Tags section is for tags used to label leads. They are similar in concept to , but much more flexible: a single lead can have multiple tags at the same time. Use tags for everything
Custom Fields — custom fields
Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card. Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But o
Messenger
The Messenger section is the operator team's workspace within CRM . Here, you can view all bot or personal account dialogues, respond to leads, switch statuses, filter necessary chats, and open client

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On this page

  • When to use
  • How to use
  • Where to find them
  • How a filter works
  • What applying a filter does
  • Working together with tabs
  • Combination with Smart Filters
  • Where Custom Filters are created
  • Custom Filters vs Smart Filters vs My Filters
  • Main difference: Custom Filters
  • Smart Filters
  • My Filters
  • Usage examples
  • Leads without a manager
  • Urgent requests
  • Facebook traffic
  • Frequently asked questions
  • Related