Manage Livechat filter presets - bitbybit

Filter presets save a combination of Livechat filters so you can return to the same inbox view without rebuilding it. Presets are shared with everyone in your company, while the preset you have open is remembered for you.

Step 1: Set up the filters for the view

Go to bitChat > Livechat.
Use the filters to create the inbox view you want to save.

For help choosing filters, see How to filter chat.

Step 2: Save a filter preset

Select Save as filter preset below the Livechat selectors.

Livechat selectors with the Save as filter preset action below them

Enter a name for the preset, then select Save preset.

Add filter preset drawer with the name Unread chats and the Unread filter selected

The preset is available to everyone in your company.

Step 3: Apply a filter preset

Open either selector in the Livechat header.
Choose a preset from Filter presets.

Livechat selector showing the Default and Filter presets groups

Your saved filters are applied to the inbox. Livechat remembers the preset you have open the next time you return.

Step 4: Edit or remove a filter preset

Open the preset you want to change.
Select Edit filter preset to update its name or saved filters.

Livechat filter icon showing the Edit filter preset tooltip for an active preset

To remove a preset your team no longer needs, select Delete preset at the bottom of the drawer.

Filter preset drawer footer with Delete preset, Cancel, and Save controls

Anyone in your company can edit or remove a shared preset. Changes and removals affect everyone who uses it.