How views work with Octopods channels
Every channel you connect through Octopods shows up in HubSpot as a custom channel, so HubSpot’s inbox views work on those conversations like any other. Each channel is named with its identifier followed by its type, for example:
+15551234567 - WhatsApp
@yourbrand - Instagram Messages & Comments
HubSpot’s standard views (Unassigned, Assigned to me, All open, Chat, Bots, Email, Messenger and Forms) can’t be removed. Custom views are saved filters you add on top of them.
If you can't find the above names for your channel, try deactivating & reactivating your Octopods channel from the dashboard.
Before you start
Custom views are available in Marketing Hub, Sales Hub or Service Hub Professional or Enterprise accounts.
You need custom views access in HubSpot to create, edit or delete views.
Your channel should already be connected and routed to an inbox. See Inbox Selection and Custom Channel Setup.
Creating a view
In HubSpot, go to CRM > Inbox.
In the bottom left, click the Actions dropdown and select Create a view.
Enter a name in the Name field and click Next.
In Filter type, choose a filter option and click Next. (For channels, choose filter: Originating channel account)
Search for the property you want to filter by, set your criteria, and click Apply filter.
To add or refine criteria, click AND or OR.
Click Save.
Depending on your data, it can take a few hours for the view to appear in your inbox.
Tip: Other team members in the inbox can also access custom views, so use clear names such as “WhatsApp – Unassigned”.
Managing views
Reorder: drag a custom view to a new position in the sidebar.
Edit: hover over the view, click the menu icon, select Edit view, then change the name or click Edit next to the filters.
Delete: use the same menu to select Delete view, check the confirmation box and click Delete.
Note: Deleting a view doesn’t delete the conversations in it.