Why filtering matters
As your agents handle more tasks, the inbox can grow quickly. Filtering and sorting help you find specific proposals, prioritize urgent items, and focus on the tasks that need your attention most.
Using the filter sidebar
Open the Agent Inbox and look for the filter panel on the left side or the filter icon at the top of the list. Clicking it reveals the available filter options:
- Agent — Show proposals from a specific agent only. Useful when you want to review one agent's work at a time.
- Action type — Filter by what the agent wants to do: create content, categorize feedback, draft a response, and so on.
- Confidence score — Set a range to see only proposals above or below a certain confidence level. This helps you quickly find items that may need closer review.
- Date range — Narrow results to a specific time period. Helpful when you are catching up after time away.
- Status — Toggle between pending, approved, and rejected items to review the history of past decisions.
Applying multiple filters
Filters stack. You can combine an agent filter with a confidence range and a date range to create a very specific view. For example, filter to show only feedback-categorization proposals from the last seven days with a confidence score below 70 — this surfaces the items most likely to need correction.
Sorting tasks
Use the sort control at the top of the inbox list to order tasks by:
- Newest first — Default. Shows the most recent proposals at the top.
- Oldest first — Useful for processing a backlog in chronological order.
- Confidence (high to low) — Puts the most certain proposals first, letting you bulk-approve quickly.
- Confidence (low to high) — Surfaces the proposals the agent was least sure about, so you can prioritize careful review.
Saving a filter view
If you find yourself applying the same combination of filters regularly, look for the Save view option. This stores your filter and sort settings as a named view you can switch to with one click.
Practical workflows
- Daily triage: Sort by newest first, skim the list, bulk-approve high-confidence items, then review the rest individually.
- Quality audit: Filter by a specific agent, sort by confidence low-to-high, and review the bottom of the list to see where the agent struggles.
- Catch-up after vacation: Set the date range to cover the days you were away and work through the backlog chronologically.