Create your own persistent dashboards (Favorites)

Purpose: Save any filter combination so you can return to it with one click.

Steps

1. Open the Filter panel  (blue circle with sliders) .

2. Configure your criteria (Type, Language, Status, Copilot, Intent).

3. In the Favorites section of the panel, choose Add/Save current filters (wording may show as Save, +, or Add to Favorites).

4. Name your favorite (e.g., “Appointments – EN – Open”).

5. Save. Your new favorite appears in the Favorites list (alongside examples like All‑es, Appointments, Refill, Veronica).

6. To use it later, open the Filter panel and tick the favorite’s checkbox.

7. To remove a favorite, click the red delete icon next to it.

Tips and good practices

Teams often make favorites for each queue they work (e.g., Refill – In‑progress, Order Status – Spanish).