> ## 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. # Views > Save filter and column combinations as private pinned tabs to make conversation review repeatable. A **view** is a saved combination of filters and column settings on the [Conversations](/analytics/conversations/review) 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. ## 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 | If you spend most of your time in Test, save your filters as a Custom View and **set it as default** so the page opens there automatically. System View tabs are marked with a **pin icon** and can't be unpinned, renamed, or deleted. Right-click (or open the ⋮ menu on) a System View to access a reduced action set — just **Duplicate** (⌘ D / Ctrl D) and **Share filters as link** (⌘ L / Ctrl L). System View tab menu on Test showing only Duplicate and Share filters as link Use **Duplicate** to start a new Custom View pre-loaded with the System View's filters — the most common way to create a Production- or Test-scoped view of your own. ## 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. Add view dialog showing the + button, view name field, and Blank view / Duplicate current view options Enter a name (up to 25 characters — a counter shows how many you have left) and click **Add view**. The new view appears as a pinned tab. ## 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](#system-views)): Custom View context menu showing Rename, Duplicate, Set as default, Share filters as link, and Delete view options | 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. Column changes apply to the active view. Save the view after adjusting columns to make the layout persistent. ## 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 Browse, filter, and inspect individual conversations. Toggle diagnostic layers to debug agent behavior at each turn.