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Saved filter views store the filters on a list page under a name so you can reapply them later without rebuilding the same rules each session. Use them when you return to the same lens on data — for example failed outbound calls, a customer segment on the list, or conversations for a specific agent. For durable customer audiences managed as their own objects, use Customer Cohorts under Customers > Cohorts.
Available today on Customers and Conversation History in Agents Platform. They use the same filter bar already on those pages.

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Mental model

Views are scoped to the page type. A view saved on Customers does not appear on History, and vice versa. Names must be unique per page type in the workspace. A duplicate name fails with a clear error.

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Where to find them

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Save a new view

1

Build filters

On Customers or History, add the rules you want (agent name, end reason, customer metadata, phone number, and similar).
2

Save

Use Save on the filter bar (shown when you can create or update views).
  • If no view is applied, Save opens Save filter view.
  • Enter a Name, optional Description, and optionally enable Share with workspace.
  • Select Save.
3

Confirm it applies

The new view becomes the applied view. The breadcrumb switcher shows its name instead of All.

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Save as a copy

If a view is already applied and you want a copy with different filters, use Save as (create permission required). That opens Save filter view and creates a new named view without overwriting the original.

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Apply, clear, and manage

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Switch views

In the page breadcrumb, open the views switcher:
  1. Choose All to clear the applied view.
  2. Choose a saved view name to load its filters.
  3. Search by name when the list is long.
  4. Select Manage views to open the Saved views sheet.
You can also open Views from the sheet trigger on the page.

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Manage views sheet

Saved views lists views for the current page type:
  • Select a row to apply that view.
  • A brand marker shows the Currently applied view.
  • A people icon marks views Shared with workspace.
  • ⋯ → Edit — change name, description, or sharing (update permission).
  • ⋯ → Delete — remove a view (delete permission). Deleting the applied view clears the applied view id.

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Update an applied view

  1. Apply a saved view.
  2. Change filters in the filter bar.
  3. Select Save again.
If the filters differ from the saved view, Save updates that view’s stored filters (update permission required). Clearing all filter rules also clears the applied view.

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Permissions

Filter view actions use workspace filterView create / read / update / delete: If Save, Views, or manage actions are missing, ask a workspace admin for filter-view permissions. You also need permission to use the underlying filtered list (customers or conversations).

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Cohorts vs filter views

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Practical notes

  • Prefer specific names (History · agent X · hangup) so teammates can find the right view in Manage views.
  • Enable Share with workspace for team-standard lenses; leave it off for personal scratch views.
  • After large data changes, re-apply the view to confirm the list still matches.

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FAQ

Will a Customers view show up on History?
No. Views are scoped per page type. What happens if I delete the applied view?
The page clears the applied view id; you return to an unscoped list until you apply another view. Can I share with only one team?
No. Sharing is workspace-wide when enabled.

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Limitations

  • Save / apply / manage UI is wired for Customers and Conversation History only.
  • No public REST API for filter views in this release (workspace UI / tRPC).
  • Sharing is workspace-wide when enabled; there is no per-team share target in the save dialog.
Questions: support@oration.ai or developers@oration.ai.