AI Meeting
Custom filters
Save reusable search criteria to speed up access to the right calls.
Definition: A custom filter saves a set of search criteria so it can be instantly reapplied in the library or in other compatible views.
Feature video
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| Who is this for? | Required permissions and licenses |
|---|---|
| • Users who often repeat the same searches. • Managers who share recurring views with their team. | • Personal filters require individual save permissions. • Filters shared at team or company scale require broader permissions. • The returned content always respects your access scope. |
How to use it
Build a relevant search
Apply the right criteria from the library or the search bar.
Save the filter
Save the combination of criteria under an explicit name.
Choose the scope
Keep the filter for yourself, your team, or the company depending on your rights.
Reuse the filter daily
Apply it in one click to quickly find the same work scope.
Going further
- Custom filters save considerable time on recurring scopes.
- They're a good foundation for later building AI reports.
- A clear naming convention makes them easier to reuse at scale.
Frequently asked questions
Yes, depending on your rights over the filter's scope.
No. It never bypasses permissions or access rules.
Things to watch out for
- Avoid multiplying redundant filters.
- Give them explicit names so they stay reusable.
- Regularly reviewing shared filters helps avoid them becoming outdated.