> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatsyncs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organize Conversations with Labels, Views & Search in ChatSyncs

> How to tag conversations with labels, switch between saved views, and search the conversation list to find one fast.

As your ChatSyncs conversation list grows, three tools keep it manageable: **Labels** to tag
chats, **Views** (the filters) to narrow what you see, and **Search** to jump straight to one
conversation.

## Search the conversation list

<Frame>
  <img src="https://mintcdn.com/chatsyncs/fpCiopn8crjq-bzJ/images/learn/whatsapp-shared-inbox/step-02-full-layout.png?fit=max&auto=format&n=fpCiopn8crjq-bzJ&q=85&s=f031cb23028b9a741bfc69fa8abb772d" alt="Shared Inbox conversation list with a Type and submit to search box at the top" width="1273" height="630" data-path="images/learn/whatsapp-shared-inbox/step-02-full-layout.png" />
</Frame>

Use the search box above the conversation list to find a chat by name or number instead of
scrolling through the full list.

## Views: the inbox filters

Switch between **Mine**, **All**, **Unread**, **Archived**, **Blocked**, and **Resolved** at
the top of the Shared Inbox — see [Filter Conversations by Channel &
Account](/learn/chatsyncs-shared-inbox/filter-conversations-by-channel-account-in-chatsyncs) for the full breakdown of each.

## Labels

<Frame>
  <img src="https://mintcdn.com/chatsyncs/fpCiopn8crjq-bzJ/images/learn/whatsapp-shared-inbox/step-11-labels-dropdown.png?fit=max&auto=format&n=fpCiopn8crjq-bzJ&q=85&s=b9c8799b831ef611d39ae390883dc9f7" alt="Labels dropdown listing existing labels with an option to type a new one" width="964" height="611" data-path="images/learn/whatsapp-shared-inbox/step-11-labels-dropdown.png" />
</Frame>

Tag a conversation from the Chat Actions panel to organize it:

* `New Lead`
* `VIP Customer`
* `Payment Pending`
* `Follow Up`
* `Sales`

**Example:** A sales lead messages in in on a Saturday. The agent tags the conversation
`New Lead` so it's easy to find and follow up on Monday, even after it's been pushed down the
list by newer chats.

## Conversation options

<Frame>
  <img src="https://mintcdn.com/chatsyncs/fpCiopn8crjq-bzJ/images/learn/whatsapp-shared-inbox/step-03-conversation-options-menu.png?fit=max&auto=format&n=fpCiopn8crjq-bzJ&q=85&s=4365adf335afb0de5223957ffaf7a4aa" alt="Conversation options dropdown showing Mark As Read, Mark As Unread, Mark As Archived, Mark As Resolve, Block User, Clear Chat History, and Delete Subscriber" width="1273" height="547" data-path="images/learn/whatsapp-shared-inbox/step-03-conversation-options-menu.png" />
</Frame>

The **⋯** menu on each conversation gives you:

* **Mark As Read** / **Mark As Unread**
* **Mark As Archived**
* **Mark As Resolve**
* **Block User**
* **Clear Chat History**
* **Delete Subscriber**

**Example:** After resolving a customer's issue, mark it **Resolved**, then **Archive** it so
it's out of the active inbox but still available for reference later.

## Frequently asked

<AccordionGroup>
  <Accordion title="How do I quickly find one customer's conversation?">
    Use the search box above the conversation list — search by name or phone number instead of
    scrolling.
  </Accordion>

  <Accordion title="How do I tag or organize a conversation?">
    Open it, then add a **Label** from the Chat Actions panel — e.g. `VIP Customer` or
    `Follow Up`. You can then filter or search by that label later.
  </Accordion>

  <Accordion title="How do I remove a conversation from my active inbox without deleting it?">
    Use the conversation's **⋯** menu and select **Mark As Archived** — it's kept for reference
    but no longer shows in your default view.
  </Accordion>

  <Accordion title="Can I permanently delete a customer's data?">
    Yes, via **Delete Subscriber** in the conversation's **⋯** menu — this is permanent and
    can't be undone.
  </Accordion>
</AccordionGroup>

<Warning>
  Deleting a subscriber from Conversation Options is permanent — there's no undo.
</Warning>
