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User data — what is shown in the table
Column settings — what is shown in the table
User filtering — 11 parameters
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  3. User filtering — 11 parameters

User filtering — 11 parameters

The Filters section in the table is used to work with a large customer database. With it, you can do the following in just a few seconds: find the leads you need build an audience for a broadcast see

Updated August 30, 20264 min
The Filters section in the table Usersis used to work with a large customer database.
With it, you can do the following in just a few seconds:
  1. find the leads you need
  1. build an audience for a broadcast
  1. see “inactive” users
  1. assign leads to managers
  1. export the database to CSV
  1. filter customers by deposits, tags, sales stages, and any other available parameters.
Simply put: Filters is search and database segmentation by any criteria.



Main difference: Filters in Users and Filters in Messenger

Filters in Messenger

In the Messengerfilters work with the list of conversations.
Use them to:
  1. find a specific chat
  1. check a manager’s work
In other words, this is filtering for working with chats manually.


Filters in Users

They work with the entire user database.
Use them to:
  1. build a segment
  1. perform a bulk action
  1. launch a broadcast
  1. export the database
  1. mass assign managers
  1. change tags or statuses.
In other words, this is filtering for working with a group of leads at the same time.
If you need to do something with dozens or hundreds of leads at once, use Filters specifically in Users.


How to open the filter

1. Open the Users section

CRM → Users

2. Click the Filters button

It is located above the table next to Search. After you click it, the condition builder will open.

3. Add a condition via Add Condition

Each condition consists of three parts:
  1. parameter
  1. operator
  1. value.
For example: Status → is → Manual; Total Deposit → greater than → 100; Tags → has → VIP.

4. Click Apply

The table will update immediately. Only users matching the conditions will remain.

5. (Optional) Save the filter

If you will use this segment regularly: Save Filter → name → save. After that, the filter will appear in My Filters.


All 11 filtering parameters

1. Step

Filter by the user's current step in the flow. Example: Step is “Welcome”.
Used when you need to understand:
  1. where leads got “stuck”
  1. how many users reached a specific step
  1. who is currently in a specific part of the funnel.

2. Flow

Filter by a specific flow. Example: Flow is “Main”.
Useful if the bot has several funnels: main, support, retention, warmup, VIP-flow.

3. Tags

Filter by tags. Examples: Tag has VIP; Tag has none blacklist; Tag has any warm lead.
Very useful for segmentation.

4. Custom Field

Filter by custom fields. Examples: trader_id is not empty; country is India; budget > 500.
Works with any fields created in Custom Fields — custom fields.

5. Tracker Field

Filter by tracker data. Examples: Tracker source is facebook; Tracker campaign is summer_sale; Tracker landing is crypto. Used for traffic analysis.
Tracker Fields are available only if the user has access permissions.

6. Assign

Filter by assigned manager. Examples: Manager is Ivan; Manager is empty. Very useful for the processing team lead.

7. Status

Filter by chat status. Examples: Status is Manual; Status is Auto; Status is Waiting. Learn more — Chat Status — conversation statuses.

8. Sale Stage

Filter by sales stage. Examples: Sale Stage is Registration; Sale Stage is FD; Sale Stage is RD. Used to control the sales stage.

9. Events

Filter by events. Examples: Event has any Registration; Event has all Deposit. Suitable for analytics and retargeting.

10. Total Deposit

Filter by deposit amount. Examples: Total Deposit > 50; Total Deposit = 100.

11. Created At

Filter by chat creation date. Examples: Created At last 7 days; Created At today; Created At after 30 days ago. Used to analyze new leads and find “old” users.


AND and OR Logic

You can combine conditions in filters.

AND

All conditions must be met at the same time.
Example: Status = Manual and Total Deposit > 100.
Shows only users with Manual status and a deposit over $100.

OR

Any one of the conditions is enough.
Example: Tag = VIP or Total Deposit > 500.
Shows all VIP users plus everyone with a deposit over $500.


Saving Filters — My Filters

If you constantly use the same selection:
Set up the conditions
Click Save Filter
Enter a name.
The filter will appear in the My Filters section. You can now apply it with one click.

Important: My Filters are visible only to you. Other employees will not see them.
If you need a shared filter for the whole team, create it via Custom Filters — saved segments.


What You Can Do After Filtering

A filter is only the beginning. Once the selection is ready, you can:

Mass-edit users

Via Bulk actions — Edit Chats for a group of leads. For example: assign a manager; change the status; add a tag.

Launch a broadcast

Via Mailings. For example: send a promotion; remind users about a deposit; bring back “dormant” leads.

Export the user base

Via CSV Export — Exporting the Lead Database. Useful for analytics, reports, and transferring data to other systems.


Tips for working with filters

  1. Do not make filters too broad. For example, Status = Auto may display tens of thousands of leads — the table will become slower and less convenient to use.
  1. It is best to use an average of 2–4 conditions.
  1. Save frequently used selections — this saves the team time.


Frequently asked questions

No. Only the saved set of conditions is deleted. The user base does not change.

No. You can use either one or the other.

The builder is the same. But it is applied to different entities: Messenger — conversations; Users — the user base.

No. My Filters are personal.
For shared filters, use Custom Filters — saved segments.


Related

Users
Раздел Users — таблица всех пользователей конкретного бота или личного аккаунта. В отличие от (где работа идёт с одним диалогом за раз), Users — про работу с базой массово . Здесь вы фильтруете тысячи
Column settings — what is shown in the table
The Columns button at the top of the table allows you to configure which data is displayed in the user list. By default, only standard fields are shown, but if needed, you can add: Custom fields — cus
Bulk actions — Edit Chats for a group of leads
When one or more chats are selected in the Users table (using checkboxes), the Edit Chats button appears at the top. This is a bulk change of the main parameters for all selected leads at once: add/re
CSV Export — Exporting the Lead Database
The Export CSV button at the top of the Users table exports leads to a CSV file. The file includes only the fields enabled in . Useful for backups, external analysis in Excel or Google Sheets, migrati
Mailings
The Mailings section is the bulk mailing module in Chatterfy . The team uses it to send one message to many leads at once: new offers, reminders, warm-up messages for “dormant” leads, and change notif
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

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On this page

  • Main difference: Filters in Users and Filters in Messenger
  • Filters in Messenger
  • Filters in Users
  • How to open the filter
  • 1. Open the Users section
  • 2. Click the Filters button
  • 3. Add a condition via Add Condition
  • 4. Click Apply
  • 5. (Optional) Save the filter
  • All 11 filtering parameters
  • 1. Step
  • 2. Flow
  • 3. Tags
  • 4. Custom Field
  • 5. Tracker Field
  • 6. Assign
  • 7. Status
  • 8. Sale Stage
  • 9. Events
  • 10. Total Deposit
  • 11. Created At
  • AND and OR Logic
  • AND
  • OR
  • Saving Filters — My Filters
  • What You Can Do After Filtering
  • Mass-edit users
  • Launch a broadcast
  • Export the user base
  • Tips for working with filters
  • Frequently asked questions
  • Related