Overview
Search helps you quickly locate a specific conversation, contact or message inside the platform. Instead of scrolling the conversation list, you type a term and ConversaLabs shows the most relevant results, grouped by type (conversations, contacts and messages).
Prerequisites
- Be signed in and have access to the inboxes where the conversation you're after lives.
- Remember at least one term: the contact's name or phone, part of the message text, or the conversation number.
Step by step
- Open search from the top of the conversation view (or via the search shortcut).
- Type the term you're looking for β it can be the contact name, a snippet of the message, or the conversation identifier.
- Watch results grouped by type: conversations, contacts and messages.
- Click the result you want to open the matching conversation right where you need it.
- Refine the term if there are too many results (use more specific words).
Settings & options
- Search by contact: find by associated name, email or phone.
- Search by message: locate by a snippet of the content exchanged in the conversation.
- Search by conversation: use the conversation identifier when you already know it.
- Combine with filters: for recurring slices (by status, agent, label, etc.), use custom filters and saved views instead of searching over and over.
Use cases
- Pick up an old conversation when all you remember is the customer's name.
- Find the message where a price or deadline was agreed.
- Locate every conversation from the same contact to review the history.
Tips, limits & best practices
- The more specific the term, the better the results β avoid overly generic words.
- Message search covers the content of conversations you have access to.
- For analysis and recurring slices, prefer filters and views; search is for one-off lookups.
Troubleshooting
- I can't find a conversation: check the spelling of the term and whether you have access to its inbox.
- Too many results: add more specific words or use a filter.
- The contact doesn't show up: confirm the name/phone was saved exactly as you typed it.