Analytics feature

Find the call activity that matters to your question.

Use focused filters to move from a broad communications history to the records relevant to an investigation, review, or report.

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Custom Filters in the TalkChief app
Custom Filters Decision view. Step one: Start with the question. Define the customer, team, period, or outcome you need to investigate. Step two: Apply relevant filters. Select the available dimensions that meaningfully narrow the result. Step three: Review the matching records. Confirm that the filtered set reflects the intended scope before acting or reporting. Why it matters: Narrow large call histories. Apply available dimensions such as date, direction, status, team, member, or number. Contact names and avatars shown are illustrative.
Business use cases

Spend less time searching and more time understanding.

Bring custom filters into the same connected experience as your business calls, customer conversations, and team collaboration.

Narrow large call histories

Apply available dimensions such as date, direction, status, team, member, or number.

Support targeted reviews

Locate the conversations relevant to a customer issue, coaching session, or operational question.

Prepare cleaner reports

Use the selected scope as the starting point for supported dashboards, reports, or exports.

How it works

Move from a question to the right record set.

See how custom filters moves from setup to everyday use inside TalkChief.

  1. Step 1

    Start with the question

    Define the customer, team, period, or outcome you need to investigate.

  2. Step 2

    Apply relevant filters

    Select the available dimensions that meaningfully narrow the result.

  3. Step 3

    Review the matching records

    Confirm that the filtered set reflects the intended scope before acting or reporting.

Book a demo →View pricing
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Questions, answered

Custom Filters FAQs

What can I filter in TalkChief?
Depending on the view, available filters can include date range, call direction, status, team, member, number, and other captured call attributes.
Do filters change the underlying call data?
No. Filters change which matching records are shown; they do not alter the original call records.
Is Custom Filters available on every TalkChief account?
Filter fields depend on the selected TalkChief view and the metadata captured for each call. Some filters or saved views may vary by plan.