A view is a saved combination of filters and column settings on the Conversations table. Views are private — they are visible only to you and are not shared with other team members by default. Views are kept separate per channel — Voice and Web chat each have their own pinned tabs.Documentation Index
Fetch the complete documentation index at: https://docs.poly.ai/llms.txt
Use this file to discover all available pages before exploring further.
Concepts
- View — a saved combination of filters and column settings, private to your account.
- System View — a built-in view (Production or Test) that can’t be edited or deleted.
- Custom View — a view you create and pin as a tab.
- Filters — conditions that narrow the conversations table. You can add up to 10 filters per view.
- Column configuration — which columns are visible and their display order.
You can save up to 50 Custom Views per project, per scope. View names are limited to 25 characters.
System Views
Every project starts with two System Views per scope. They cannot be renamed, edited, or deleted:| System View | Filter | Use it for |
|---|---|---|
| Production | Live environment | Monitoring real customer conversations |
| Test | Sandbox, draft, and pre-release environments | Working in Sandbox, debugging branches, pre-launch QA |
Create a Custom View
Click the + tab to the right of your existing view tabs. A dialog appears with two starting options:- Blank view — start with no filters applied.
- Duplicate current view — start with the filters from your current view already applied.
Manage views
Open the ⋮ menu on any Custom View tab to access the full set of view actions (System Views show only Duplicate and Share filters as link — see System Views):
| Action | Shortcut | What it does |
|---|---|---|
| Rename view | F2 | Update the view name in place. |
| Duplicate | ⌘ D / Ctrl D | Create a new Custom View with the same filters and columns. |
| Set as default | — | Open this view automatically when you visit the page. |
| Share filters as link | ⌘ L / Ctrl L | Copy a URL encoding the current filter state to your clipboard. |
| Delete view | — | Remove the Custom View permanently. System Views can’t be deleted. |
Share filters with your team
Use Share filters as link to copy a URL that encodes your current filter configuration. When a teammate opens the link, the filters are applied temporarily to their view. They can dismiss the filters to return to their own setup, or save them as a new Custom View. Sharing a link never silently overwrites someone else’s existing setup, and the view itself stays private to your account.Set a default view
Open the ⋮ menu on any tab and choose Set as default. That view loads automatically the next time you open the Conversations page. Only one Custom View per scope can be the default at a time.Column configuration
Click Column in the table toolbar to open the Columns panel. It has two tabs:- Visibility — toggle columns on or off. Start time is always visible and cannot be hidden. Available columns include Contact, PolyScore, Summary, Duration, Language, Call SID, Variant, QA, Handoff To, A/B Group, and Environment.
- Order — drag columns into your preferred display order. Start time is locked as the first column.
Limits
- View names are capped at 25 characters.
- 50 Custom Views maximum per project, per scope.
- 10 filters maximum per view.
- Views are private — visible only to you. Use Share filters as link to share filter configurations with teammates.
- System Views (Production, Test) cannot be renamed, edited, or deleted.
- Views are scoped per channel — a Voice view doesn’t appear on the Web chat scope and vice versa.
Related pages
Conversation review
Browse, filter, and inspect individual conversations.
Diagnosis
Toggle diagnostic layers to debug agent behavior at each turn.