7.1: Filtering Your Conversations

Ever feel overwhelmed looking at hundreds of rows? You're not alone. When your table is full of conversations, orders, or leads, finding what you need can feel like searching for a needle in a haystack.

Good news: Filtering makes it easy. In just a few clicks, you can show only the rows that matter right now—hiding everything else until you need it.

Let's learn how!

💡 What You'll Learn

By the end of this section, you'll know how to:

• ✅ Create filters to show only specific rows
• ✅ Use filter operators (equals, contains, greater than, etc.)
• ✅ Combine multiple filters with AND/OR logic
• ✅ Clear filters to see everything again

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7.1.1: Why Filter?

Imagine you have a table with 500 customer conversations. Some are resolved, some are waiting for responses, and some need urgent attention.

Without filtering: You scroll through all 500, hoping to find what you need.

With filtering: You click "Show only urgent conversations" and see just the 5 that need immediate attention.

That's the power of filtering!

💡 💡 Think of It Like This

Filtering is like using the search filters when shopping online:

• All products → See thousands of items
• Filter by: Brand, price, rating, size
• Result: See only what matches

Your table works the same way! Filter by status, priority, date, or any other field to see exactly what you need.

Common filter scenarios:

• "Show only unresolved conversations"
• "Show only high-priority items"
• "Show only items assigned to me"
• "Show only orders from this week"
• "Show only conversations with negative sentiment"

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7.1.2: Creating Your First Filter

Let's filter your conversations to show only the ones that are unresolved.

Here's how:

Step 1: Click the Filter button in the toolbar (top of your table)

Taible Toolbar

10,000 rows

Click the Filter button to open the filter configuration dialog.

Step 2: The filter dialog opens—this is where you build your filters

Configure Filters

Configure filters to show only rows that match specific conditions

No filters configured

Click "Add Filter" to get started

Step 3: Click "+ Add Filter"

Step 4: Configure your first filter:

• Field: Select "Status"
• Operator: Select "Equals"
• Value: Type "Open"

Configure Filters

Configure filters to show only rows that match specific conditions

Field

Operator

Value

Step 5: Click "Apply Filters"

What just happened? Your table now shows only rows where Status equals "Open". All other rows are hidden (but not deleted—they're still there!).

Showing 8 of 100 rows (filtered)

Email	Company Name	Company Enrichment
john@example.com	Acme Corp	Failed
jane@company.com	Tech Solutions	Failed
bob@business.net	Global Industries	Failed

All visible rows have Company Enrichment = Failed ✓

🎉 Congratulations! You just filtered your data. Notice how much easier it is to focus when you see only what matters?

💡 Pro Tip

Filters don't delete or modify your data—they just hide rows that don't match. You can clear filters anytime to see everything again!

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7.1.3: Understanding Filter Operators

When creating a filter, you choose an operator—this tells the system how to compare values.

Here are the most common operators:

Operator	Description	Example
Equals	Exact match	status equals "qualified"
Not equals	Everything except this	status not equals "closed"
Greater than	Values higher	score > 80
Greater or equal	Values this or higher	score >= 75
Less than	Values lower	age < 30
Less or equal	Values this or lower	age <= 25
Contains	Text includes substring	name contains "Smith"
Does not contain	Text doesn't include	email not contains "test"
In list	Matches any in list	status in ["pending", "active"]
Not in list	Doesn't match any in list	status not in ["closed", "cancelled"]
Is empty	Field has no value	notes is empty
Is not empty	Field has a value	email is not empty

Let's see how they work:

Equals - Exact match

• Status equals "Open" → Shows rows where status is exactly "Open"

Contains - Partial match

• Customer Name contains "Smith" → Shows "John Smith", "Jane Smith", "Smithson Co."

Greater than / Less than - Numeric comparison

• Lead Score greater than 75 → Shows rows where score is 76, 80, 95, etc.

Is empty / Is not empty - Checks if field has a value

• Email is empty → Shows rows with no email address
• Response is not empty → Shows rows that have a response

💡 💡 Choosing the Right Operator

Use "Equals" when you know the exact value:

• Status equals "Complete"
• Priority equals "High"

Use "Contains" when searching for text:

• Message contains "refund"
• Customer contains "acme"

Use "Greater than" or "Less than" for numbers and dates:

• Score greater than 80
• Created date less than "2024-01-01"

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7.1.4: Combining Multiple Filters

Sometimes you need to filter by more than one condition. For example:

• "Show conversations that are unresolved AND high-priority"
• "Show leads from California OR New York"

Let's create a multi-filter:

Step 1: Click Filter button

Step 2: Add your first filter:

• Field: Status
• Operator: Equals
• Value: Open

Step 3: Click "+ Add Filter" to add a second filter

Step 4: Choose how to combine:

• AND - Both conditions must be true
• OR - Either condition can be true

Step 5: Add your second filter:

• Combine with: AND
• Field: Priority
• Operator: Equals
• Value: High

Configure Filters

Configure filters to show only rows that match specific conditions

Field

Operator

Value

Combine with previous filter

Field

Operator

This operator checks if the field is empty or not - no value is needed.

Step 6: Click "Apply Filters"

Result: You see only rows that are BOTH Open AND High Priority!

💡 AND vs OR - What's the Difference?

AND - More restrictive (fewer results)

• Status = Open AND Priority = High
• Shows rows that meet BOTH conditions
• Example: 5 rows out of 100

OR - Less restrictive (more results)

• Status = Open OR Priority = High
• Shows rows that meet EITHER condition
• Example: 50 rows out of 100

Rule of thumb:

• Use AND when you want to narrow down
• Use OR when you want to expand your view

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7.1.5: Common Filter Patterns

Here are filters you'll use all the time:

1. Show only my work

• Field: Assigned To
• Operator: Equals
• Value: [Your Name]

2. Show high-priority items

• Field: Priority
• Operator: Equals
• Value: High

3. Show items that need action

• Field: Status
• Operator: Equals
• Value: Pending

4. Show recent items (last 7 days)

• Field: Created Date
• Operator: Greater than
• Value: [7 days ago]

5. Show items with errors

• Field: Status
• Operator: Contains
• Value: Error

6. Show items without responses

• Field: AI Response
• Operator: Is empty

UI Component: '${comp}'

Visual demonstration of this feature

💡 Save Time with Patterns

Notice you're using the same filters over and over? In the next section, you'll learn how to save your favorite filters so you can apply them with one click!

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7.1.6: Clearing Filters

Want to see all your rows again?

Option 1: Clear All Filters

1. Click Filter button
2. Click "Clear All Filters" at the bottom
3. All filters are removed—you see everything

Option 2: Remove Specific Filters

1. Click Filter button
2. Click the "Remove Filter" button next to the filter you want to remove
3. Click "Apply Filters"

💡 Remember

Filters are temporary! They hide rows from view but don't delete anything. Your data is safe—clearing filters brings everything back.

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7.1.7: Filter Best Practices

Do:

• ✅ Start with simple filters (one condition)
• ✅ Test your filter to make sure it shows what you expect
• ✅ Use descriptive values ("High" not "H")
• ✅ Combine filters to narrow down results
• ✅ Clear filters when you're done to see full data

Don't:

• ❌ Create overly complex filters with 10+ conditions
• ❌ Forget that filters are active (you might wonder why rows are "missing")
• ❌ Use filters when you should be looking at a different table
• ❌ Worry about breaking things—filters are safe and reversible!

📊 FilterBestPractices

📊

FilterBestPractices Example

Interactive dashboard example demonstrating real-world usage

DashboardInteractiveReal-time

💡 💡 Pro Tip

Look for the filter icon in your table header. If it's highlighted or has a badge, filters are currently active!

This reminder helps you remember why you're not seeing all your rows.

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What You've Learned

🎉 Amazing work! You now know how to filter your data like a pro.

Let's recap:

• ✅ Filters help you focus on specific rows
• ✅ Operators determine how values are compared
• ✅ You can combine multiple filters with AND/OR
• ✅ Filters are safe and reversible
• ✅ Common patterns make filtering fast and easy

Up next: Learn how to save your favorite filters so you never have to rebuild them again. It's called Saved Views and it's going to save you tons of time!

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Previous: 6.3 Edit Before SendNext: 7.2 Saving Favorite Views