Pre-defined filters

In the analytics, inbox and contacts section, it is possible to filter the results using the filtering control.

In this input box, you can build sophisticated expressions to filter the results of the analytics, the conversations or the user list. These filters allow you to gain more insight into how your users interact with your bot.

Tag filtering

Using tag:tagname you can limit the results to the given tag.

Wherever you see a tag in the Inbox or the Contacts section of the studio, you can click on it to set the current filter to that tag. Additionally, you can press alt while selecting the tag to "and" the clicked tag to the current filter, or press ctrl (command on Mac) to "or" the clicked tag to the current filter. Additionally, pressing alt + ctrl/command simultaneously while clicking, adds the tag using the "and not" operators, which is convenient way to analyze a conversion funnel dropoff point.

Text search

Using text:sometext you can limit the results to the users that have sometext in their name or in their email address. For example:

• text:John searches for users with the name John.

Using quotes, you can search for strings containing spaces:

• text:"John Doe"

Note: currently, only the first_name, last_name and email fields of the user are considered in the fulltext search.

Specific field filters

You can set filters on any field that has been remembered. Furthermore, you can filter on the following fields from the user:

• first_name
• last_name
• profile_picture
• timezone
• locale
• frontend
• user_id

These fields can be used in combination with the operators ==, != and =~

• == - field exactly equals the given string
• == - field does not equal the given string
• =~ - field is LIKE the given string. This performs an SQL "Like" query, so you should add the % wildcard characters yourself in the match.

Examples:

• email_push_status == "ok" Select any user that has indicated to want to receive emails
• function_type =~ "%manager" Select any user that has a function type ending on "manager"

Combining filters

The and, or, not keywords can be used to combine filters.

Examples:

• tag:success and first_name == "Arjan"

Predefined filters

If you use some filters frequently, it might be convenient to save these for later use, by you or a team member:

In order to do so, you can create a YAML script called user_filters in your bot, which should contain filter definitions, where each entry has a label and a filter expression:

- label: "Engaged visitors"
  expr: "tag:engaged and tag:success"
- label: "Returning visitors"
  expr: "tag:again"
- label: "Failed sessions"
  expr: "tag:engaged and not tag:success"

When you have defined such a file, the above dropdown menu will appear next to the filter input, that shows each defined entry and allows you to select it quickly.