> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oration.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Saved Filter Views
> Save the current Customers or History filters as a named view, then reapply them from Views.
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.
## Mental model
| Field | Purpose |
| ------------------------ | ------------------------------------------------------------------------------------ |
| **Name** | Short label in the views list (required). Example: `Failed outbound calls`. |
| **Description** | Optional note on when to use the view. |
| **Share with workspace** | When on, members who can list views can see and apply it. When off, only you see it. |
| **Filters** | The current filter rules from that page’s filter bar. |
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.
## Where to find them
| Page | Path |
| ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Customers** | Agents Platform → **Customers**. Build rules in the filter bar, then save. Apply or manage from the breadcrumb **Views** control or **Manage views**. |
| **Conversation History** | Agents Platform → **History**. Same pattern: filter bar to save; breadcrumb **Views** / **Manage views** to apply. |
## Save a new view
On **Customers** or **History**, add the rules you want (agent name, end reason, customer metadata, phone number, and similar).
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**.
The new view becomes the applied view. The breadcrumb switcher shows its name instead of **All**.
### 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.
## Apply, clear, and manage
### 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.
### 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.
## 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.
## Permissions
Filter view actions use workspace `filterView` create / read / update / delete:
| Action | Requirement |
| ---------------------------------------------------- | ----------- |
| See **Views** / switcher / manage sheet | List (read) |
| Create a view / **Save as** | Create |
| Overwrite filters on an applied view / edit metadata | Update |
| Delete a view | 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).
## Cohorts vs filter views
| | Saved filter views | Customer Cohorts |
| ------------ | ------------------------------------------------------------------- | ---------------------------------------------------------- |
| **What** | Personal or shared presets for list filters on Customers or History | Named audiences under `Customers > Cohorts` |
| **Use when** | Day-to-day list shortcuts for ops and support | A durable customer audience you manage as its own resource |
## 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.
## 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.
## 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](mailto:support@oration.ai) or [developers@oration.ai](mailto:developers@oration.ai).