Inbox custom views allow you to define a set of filters, including conversation attributes, and then show all conversations that match those filters in real time. Quickly switch between views and keep an eye on urgent issues, your direct reports, or whichever conversations you consider most important.
You can also easily add views to custom folders to keep your Inbox organized just the way you want it.
How to create a custom view in the inbox
While accessing Inbox, click on the 3 dots next to Views in your sidebar, then click Create view.
Note:
You must have Can manage views permission to create new views.
If you can't see Views in your sidebar, you might need to edit the sidebar and pin it first.
Give your view a clear title, and choose an emoji icon:
Note: Other teammates will be able to see this view, so the name should describe the purpose of the view clearly.
Now it’s time to add your filters. This is the list of criteria that a conversation must meet for it to appear in your view. Base your filters on any combination of conversation data from the following:
Teammate assigned
Team assigned
Conversation tag
SLA due in
Waiting for teammate reply
Conversation started
Current channel
Initial channel
Fin involved
Fin AI answers enabled
Ticket type
Ticket state
Customer reports
Ticket category
Created by
Conversation data attributes
Ticket attributes
Note:
The "Ticket State Category" filter is no longer supported. You should update your view to use the new Ticket State filter, which will be more flexible and precise.
Inbox Views cannot by filtered by company attributes.
For example, we’ll create a view that shows all the conversations we deem “High priority” cases.
This view will show all conversations:
Where Urgency is "High" (Urgency is a custom conversation data attribute).
OrWhere the customer has been Waiting for a teammate reply for "More than 60 minutes".
OrWith an SLA due in "Less than 10 minutes".
Using "Or" filters, we can show conversations that match a range of criteria, but don’t have to match all of them.
Tip: For more specific filters where a conversation must match multiple criteria, you can use And filters instead.
Then Save your view.
Now you’ll see it in your list of inboxes in the left sidebar.
Tips:
For a quick reminder of the filters used in an Inbox View, hover over it.
To search an inbox view for specific conversations/tickets, click the Search icon at the top of the inbox. This is a text search only and returns results based on keywords.
That’s it. Now anytime you need an overview of these conversations, you can switch to this view to see them all in one place. 👍
Duplicate an existing view
Duplicating an inbox view is the fastest way to make a “variation” of a complex view without rebuilding filters from scratch.
In the Inbox left sidebar, hover over the view you want to copy.
Click the Duplicate icon (next to Edit and Pin).
In the Create view modal, review the pre-filled details:
Name: {Original name} (copy)
Emoji: Same as the original view
Filters: Copied from the original view
Update the name and/or filters, then click Save.
How to create a custom folder in the Inbox
While accessing
Inbox, click on Manage at the bottom of the sidebar, then Edit Sidebar > Create Customer Folder:
If you already have custom folders, you can also create more by clicking on the 3 dots icon, then Manage > Create Custom Folder.
Give your folder a name and click Create.
This will add the folder to your sidebar. Hover over the folder and click the 3 dots to start adding a mix of teams, teammates or views by pinning hem
to the folder.
Or you can unpin, rename, or delete this folder by clicking Manage.
Customize the views shown in your Inbox sidebar
To add, or remove the views in your sidebar, clock on the + icon next to VIEWS.
From here, you can:
Search for views or team inboxes — Search makes it easy to find the right view or inbox in a long list.
Remove views or team inboxes — Click the pin icon
to unpin them from the sidebar. This won’t delete the view or team. Just hide it from your list.Edit views or team inboxes — Click the edit icon
to make changes to a team view or inbox and save them.Add views or team inboxes — Click Create view to add a view or inbox to your list.
Duplicate views — Hover over a view in the left sidebar and click the Duplicate icon to create a copy with the same emoji and filters, then adjust and Save.
After you create a view, it can be used by anyone on your team. They’ll just need to search for, and pin it to their list. 👌
To reorder your views and team inboxes, simply drag and drop them into position on your sidebar with the handle icon.
If you can’t find "Views" on your sidebar
If you can’t find Views on your sidebar, go to Manage > Edit sidebar at the bottom of the navigation menu to pin this folder back on the sidebar.
Inbox Views do not reassign conversations. Any conversations shown in the view will still be in the inbox of the team or teammate assigned to them.
Default Inbox Views: All and Unassigned
Rather than an inbox, "All" functions like an Inbox View, with no filters. It will always show all conversations and tickets, regardless of teammate or team assignment. The number next to "All" represents all open conversations and tickets.
If a conversation or ticket is assigned to a team, it will not be removed from "All," and it will continue to count towards the number shown next to "All" until it is snoozed or closed.
"Unassigned" on the other hand is a View that shows all conversations/tickets that don't have a teammate or team assignment. The number shown next to the "Unassigned" view represents all open conversations/tickets that don't yet have an assignment to a teammate or a team.
If you are assigning conversations/tickets automatically via Workflows, or manually via the Inbox, those conversations/tickets will be removed from the "Unassigned" View immediately, and will no longer count towards the number next to "Unassigned."
Troubleshooting inbox views
When an inbox view can’t load, you’ll see a message explaining what went wrong and how to fix it. The most common errors are filter timeout errors and rate limit errors.
Filter timeout error
This means the inbox view timed out while searching conversations in real time. You’ll see options to Edit view or Learn more.
If you see this error in the Inbox "We couldn't load this view because its filters are too complex. Try removing any filters that use "contains", or reduce the total number of filters." it's a filter error. This happens because Inbox views search conversations live. Some filters take longer to process than others.
How to fix it
Click Edit view from the error screen.
Review your filters and identify any “contains” filters on custom data.
Replace slow filters with faster alternatives where possible.
Reduce the total number of filters as views with five or more complex filters are more likely to time out.
Tip: Use tags for frequently filtered values instead of “contains” searches.
Rate limit error
Rate limit error means the system is temporarily busy. A countdown timer shows when you can try again.
If you se this error in the Inbox “We couldn't load this view because we're receiving too many requests. Try reloading the page in a few minutes.” it is a rate limit error. This happens if many teammates load complex views at the same time, Intercom may temporarily limit requests to keep performance stable for everyone.
How to fix it
Wait for the countdown timer to finish.
Click Try again.
If the error continues, simplify the view filters to reduce load.
Best practices for designing inbox views
Limit “contains” filters to one or two per view
Start with fast filters first, like status, team, or tags
Use tags for high-traffic values instead of filtering on custom data
Split complex views into multiple simpler views instead of one large view
What’s next?
Automate your inbox with Workflows. Ensure all conversations are handled by the right team, in the right order.
Start collecting conversation data up front from your customers, for more options to filter your views.
Check out the Customer support reports for a more long term view on how your team is performing and the types of conversations they’re handling.
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