What is it?
Saved Searches is a feature where you can save specific filtered criteria that are important for you to monitor on an ongoing basis. Here you are able to track when certain items, like Tags, are happening in conversations. Instead of manually applying filters in conversations each time you are in Pathlight, you can use Saved Searches as a shortcut to bring the most important information front and center to your entire team in one click.
Tags are the basis for saved searches. They are one of the foundational criteria you will use to break down your customer's conversations.
It is important to note that a saved search often includes multiple tags, as well as other criteria (negative customer sentiment) to bring the most critical conversations front and center.
How does it work?
- Apply Filters: Easily narrow down your Conversations tab by applying filters based on attributes, categories, quality, and insights.
- Save as "Saved Search": Once you've customized your filters, save them as a "Saved Search" to revisit later.
- Name Your Search: Give your Saved Search a clear name for easy identification, such as "Churn Risks."
- Select Sharing Options: Choose between two visibility options:
Private: Keep your Saved Search private, ensuring only you can access it.
Public: Share it with your organization for collaborative efforts.
Benefits of the Feature
Companies usually have four or five main goals they want to achieve. This feature helps users quickly set up searches that match these goals. For example, if a customer is having trouble with their deliveries, they can make a saved search called "Shipping Issues" with filters to monitor all related conversations.
We hope this was helpful! Please submit a ticket here if you have any questions or need further assistance.