Create your own persistent dashboards (Favorites)

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

 Steps 

 

 

 Open the Filter panel  (blue circle with sliders) . 

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

 

 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 ).