How to automatically sort messages into folders

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"Settings" → "Rules": one rule per line, for example Messages with subject "URGENT" move to folder "Important". Test with the "Test" button.

  1. Open "Settings" → "Rules", tab "Message processing rules".
  2. In the "Rule editor" field, write one rule per line. Lines starting with // are comments.
  3. Click "Test": a list of conversations from the "Inbox" folder that the rules would move will appear above the buttons — nothing is actually moved.
  4. Click "Save". To sort what is already in the "Inbox" folder — "Run rules".

The condition (what we search for) is one of:

  • Messages from "ivan@mail.ru" — the sender contains the text;
  • Messages ending with "@bk.ru" — the address ends with;
  • Messages with subject "URGENT", Messages containing "payment" in the body;
  • Messages from channel "VKontakte" — Telegram, WhatsApp, Avito, Ozon, Wildberries, Yandex Market, T-Bank, Odnoklassniki, MAX, "Site" also work.

The action — move to folder "Orders", move to trash, or move to "Done". Example: Messages from channel "Avito" move to folder "Avito".

If multiple rules match, the last one applies. The folder name is written exactly as in the column — the list is below the editor, "Available folders".

There is also a "Simple editor" — the same rules in a form: "Sender contains", "Subject contains", "Channel", then "Move to folder" or "Change status".

If it didn't work

  • The rule didn't work on the client's reply. Rules check the first message of a new conversation; subsequent messages go to the same conversation (for T-Bank payments — each payment).
  • "Folder not found". The name in quotes didn't match the actual one — check against the "Available folders" list.
  • The rule doesn't move to the "In Progress" folder. That's by design: only a person can take a conversation into work.
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See also

What is multichat and how to startMultichat collects conversations from messengers, social networks, marketplaces, email, and the site chat into one window. Start with the section with the multichat module and the…How to reply to a client in multichatOpen the chat, click "Take to work", then "Reply". Send with the "Send" button or Ctrl+Enter, and finish with "Completed".How to connect Telegram, WhatsApp, and MAX to multichatThese messengers are connected via QR code: connection name → "Save" → "Connect via QR" → scan the code with your phone.How to connect messages from a VKontakte and Odnoklassniki groupBoth require a community access key. For VKontakte, Callback API is also configured; Odnoklassniki subscribes automatically.

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