In Papo's Synapse (https://papo.global/), you can filter history searches using advanced filters by date, inbox, and tags. This speeds up finding a specific conversation without manually reviewing thousands of messages.
Synapse's smart search was designed to turn the conversation archive into a strategic knowledge base. Instead of looking for a contact by name, you search for what was said within conversations. With advanced filters, you can refine that search even further, restricting the scope by period, channel, or label to reach the information that matters faster.
Summary of Synapse advanced filters
| Filter | What it does | Example use |
|---|---|---|
| Date | Limits the search to a range of days or months. | Find conversations with the word “quote” in the last 30 days. |
| Inbox | Restricts the search to a connected channel, such as WhatsApp, Instagram, or email. | Search for mentions of “cancellation” only on WhatsApp. |
| Tags | Takes into account the tags applied to conversations and contacts. | Search for “complaint” only in conversations with the tag “vip_client”. |
How Synapse smart search works
Synapse is Papo's intelligence module that scans and interprets the content of interactions across all channels connected to the inbox. Unlike a standard CRM search, which finds a contact by name, phone number, or email, Synapse search finds the information inside the conversation.
When you type a term, the system doesn't look only for exact words. It scans the history to identify keywords, phrases, or meanings related to what you asked. This makes it possible to find opportunities, feedback, and at-risk customers that would otherwise be lost among thousands of messages.
Step-by-step guide to filtering searches in Synapse
| Step | Action | Details |
|---|---|---|
| 1. Access the Synapse module | In the Papo dashboard, open the Synapse intelligence module. | This is the area that centralizes history search and Customer Radar. |
| 2. Enter the search term | Type the keyword or phrase you want to find. | Be specific: “delivery problem,” “interest in the Gold plan,” “how much does it cost.” |
| 3. Apply advanced filters | Select date, inbox, or tags to restrict the scope. | Example: search for “upgrade” in the last 7 days, only on WhatsApp, with the tag “hot_lead”. |
| 4. Analyze the results | Synapse lists the conversations that contain the term within the chosen filters. | Click a result to see the exact excerpt and the full context of the dialogue. |
When to use each type of filter
Combining filters takes search from generic to strategic. Some common scenarios:
- Period: use the date filter for reactivation campaigns or seasonality analysis. Example: find all customers who asked for a “quote” before a Black Friday.
- Inbox: if your team handles several channels, limit the search to the channel that concentrates a certain type of request. Example: search for “technical support” only in email.
- Tags: organize conversations with labels such as “vip,” “complaint,” or “post-sale,” and use these tags to easily find specific interactions without relying only on text.
Frequently asked questions
Does Synapse search all channels automatically?
Yes. Smart search scans conversations from the channels connected to your inbox, such as WhatsApp, Instagram, and email. The inbox filter lets you limit that scan to a specific channel.
Can I combine date, inbox, and tags in the same search?
Yes. Advanced filters can be used together to reduce the number of conversations analyzed and increase precision. For example: search for “plan update” in the last 15 days, only on WhatsApp, in conversations with the tag “interested”.
Does the tag filter require me to create the labels beforehand?
The tags used in the filter are the labels already applied to conversations. If a tag doesn't exist yet, you can create it in the account and apply it to the contact and the conversation.
Does the search find only the exact term?
No. Synapse is a smart search: it searches by keywords, phrases, and meanings, not just literal text. This helps you find conversations that use synonyms or variations of the same idea.
Do I need to know the contact's name to search?
No. Unlike standard CRM search, which locates a contact by name or phone number, Synapse finds the information inside conversations. You can search for what was said even if you don't remember who said it.
See also
- How to use Synapse to identify upsell and cross-sell opportunities
- How to create Segments to group contacts and conversations dynamically
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