---
title: "Filtering"
url: "https://help.magicblocks.ai/en/article/filtering"
language: "en"
last_updated: "2026-03-18T08:45:02.179Z"
---

# Filtering

Filtering helps you find exactly the contacts you need — fast.

Inside the **Contacts** section, you can apply filters to sort, segment, and analyze captured contacts by criteria such as **Agent**, **Goal**, **Date**, **Status**, or **Tags**.

Whether you’re reviewing a campaign’s performance or prepping follow-ups, filters make it easy to isolate the most relevant contacts in seconds.

## **Why It Matters**

As your Agents capture more conversations, your contact database grows quickly.

Filtering keeps everything manageable by letting you:

-   Focus on the most qualified or recent contact
-   Segment contacts by source or campaign
-   Identify drop-off points or high-converting flows
-   Export targeted lists for follow-up or CRM sync

No more scrolling endlessly — just search, filter, and act.

## **When to Use**

Use filters whenever you need to:

-   Review contacts generated by a specific Agent
-   See only those who completed a certain **Goal** (e.g., “Book a Demo”)
-   Find new or uncontacted contacts
-   Segment by campaign tag or keyword
-   Track results for a specific time period

## **Filter Options**

| Filter Type | Description | Example |
| --- | --- | --- |
| **Agent** | View contacts from a specific AI Agent. | Contacts from “Website Sales Agent.” |
| **Goal** | Filter by what the user achieved (form submitted, booked call, etc.). | Contacts with Goal = “Action Pitched.” |
| **Tags** | Search by assigned tags (manual or automated). | Tag = “High Intent” or “Returning User.” |
| **Status** | Sort by contacted, converted, or pending contacts. | Status = “Follow-up Sent.” |
| **Date Range** | Limit results by date captured. | Contacts created in the last 7 days. |
| **Source Channel** | Identify the channel where the contact originated. | Source = “Website Widget.” |

You can combine multiple filters to get even more granular results.

## **How It Works**

Go to **Contacts** in the left sidebar.

-   Click the **Filter** button at the top of the contact list.
-   Choose one or more filters (e.g. Agent, Goal, or Tag).
-   Your list updates instantly based on your selections.
-   (Optional) Export or message the filtered contacts directly.

💡 **Pro tip:** Filters persist across sessions, so you can revisit your previous search view.

## **Example Scenarios**

| Scenario | Filter Setup | Outcome |
| --- | --- | --- |
| Review contacts captured this week | Date: “Last 7 Days” | See all new conversations from the week. |
| See all demo requests | Goal: “Book Demo” | Focus on prospects ready for sales. |
| Track a campaign | Tag: “Summer Promo” | Analyze performance for one campaign. |
| Re-engage inactive users | Status: “Uncontacted” + Date: “30+ Days” | Build a reactivation list. |

## **Combining Filters**

Filters can be stacked together to narrow your results even further.

Example:

> Agent = *Website Sales*
> 
> Goal = *Book Demo*
> 
> Tag = *High Intent*
> 
> ✅ Returns only qualified demo contacts captured by the website Agent.

## **Exporting Filtered Contacts**

After applying filters, click **Export** to download just the visible results.  
This ensures your exported list includes only the segment you need — perfect for CRM uploads or marketing follow-ups.

## **Best Practices**

-   Use clear and consistent tagging (e.g. “High Intent,” “Returning Visitor”).
-   Filter by **Goal** to measure how each campaign performs.
-   Use **Date filters** to track growth trends weekly or monthly.
-   Combine **Status + Goal** filters for quick follow-up lists.
-   Save filters as reports (if supported) to track recurring performance.

## **Troubleshooting**

| Issue | Cause | Fix |
| --- | --- | --- |
| Filters not showing results | Too many filters combined | Try removing one filter or resetting. |
| Wrong contacts appearing | Similar tags or names | Use specific keywords or tag IDs. |
| Export includes all contacts | Filters not applied before export | Re-apply filters, then export again. |

## **Why It’s Powerful**

Filtering helps you focus on what matters — quality contacts and measurable outcomes.

It’s how sales and marketing teams stay organized, prioritize high-value prospects, and turn conversation data into actionable insights.

## **Related Articles**

[Overview](https://help.magicblocks.ai/en/article/leads-overview)

[Import & Send](https://help.magicblocks.ai/en/article/import-send)

[Contact Details](https://help.magicblocks.ai/en/article/lead-details)