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Lists

Sidebar Inbox → Lists opens /lists.

Lists are conversation folders inside the Unified Inbox — a way to group threads for projects, teams, or topics. They are not the same as Broadcasts → Contact Lists (chapter 11).

Open Lists​

The tab header shows the selected list name, or All Conversations when viewing the default folder.

A horizontal chip row lets you switch between lists. Counts and conversations update per list.

Create a List​

  1. On Lists, click New List.
  2. In Create New List, enter List Name (required).
  3. Optionally add a Description.
  4. Click Create List.

The new list appears in the chip row.

Add or Remove Conversations​

Add to a list (from any Inbox tab except Spam):

  1. Right-click a conversation row (or use the row context menu on touch devices).
  2. Under Add to List, choose a list — for example Add "Customer Name" to "VIP".

Remove from a list (while viewing Lists):

  1. Open the list that contains the thread.
  2. Right-click the row and choose Remove for that list.

Adding a thread to a list does not change assignment or bot/agent ownership — it is organization only.

Rename or Delete a List​

On the Lists tab, open the list actions menu for a custom list:

  • Desktop: long-press (~1 second) on a list chip, or use the list context menu.
  • Choose Rename or Delete.

Delete List asks you to confirm — deletion cannot be undone.

The built-in default list (All Conversations) cannot be deleted. You can still rename custom lists you created.

Default “All” List​

Your workspace includes a default list (often named like All Conversations) that cannot be removed. Custom lists are for subsets you define.