Skip to main content
Who uses this: Admins — company filters and the filter settings live on the Engage Filters page in Engage Settings. Availability: Requires the Engage add-on.
When every dispatcher builds their own way of finding missed calls, nobody sees the same list. Company filters let an Admin build the filters once in Engage, hand them to the right people, and decide whether team members can build filters of their own.

​
Overview

Engage lets Admins create custom filters and assign them to specific users or the entire team. From the same page, an Admin controls whether team members can build their own filters, whether an active filter carries across the Conversations, Calls, and Voicemails views, whether urgent items jump to the top, and whether items outside a filter stay visible in a collapsed section. For how team members use the filters you assign, see How to Filter and Sort Conversations, Calls, and Voicemails.

​
Before you begin

  • You need the Admin role. All filter configuration lives on the Engage Filters page.
  • Go to Engage Settings, then select the Filters tab to open the Engage Filters page.

​
Step-by-step setup

​
Create a company filter

  1. Select Create Filter to open the filter panel.
  2. Select the filter categories and options you want the filter to apply.
  3. Enter a Filter Name. This field is required.
  4. Choose a Filter Access level:
    • Private — applies only to your Admin account.
    • Assign to all users — makes the filter a Saved Filter for everyone in the company.
    • Assign to specific users — lets you choose which users receive the filter.
  5. Select Save. The filter appears in the Company Filters table.

​
Edit or delete a company filter

  • To edit a filter, select Edit next to it in the Company Filters table. Your changes cascade automatically to every user the filter is assigned to.
  • To delete a filter, select the trash icon and confirm.
Admin-created filters appear with a locked icon for team members, which shows they cannot edit them. Admins see a trash icon instead.

​
Settings reference

The settings below control how filtering works across your team. All of them are on the Engage Filters page. Your setup is working when the filter you created is listed in the Company Filters table and shows up, with a locked icon, under Saved Filters for the users you assigned it to.