Find a conversation with search
The search box at the top of the chat sidebar looks across every conversation you have — by client or group name — not just the ones currently on screen, so you can jump to anyone in a couple of keystrokes.
Basic Once your roster grows past a screenful, scrolling the list to find someone gets slow. The search box at the top of the conversation list finds the thread for you.
Searching your conversations
Type a name into the Search box at the top of the chat sidebar. The list narrows to the conversations that match as you type. Clear the box to return to your full, most-recent-first list.
Search looks at your whole inbox — every conversation, not only the ones already loaded on screen. So a client you last spoke to months ago is found just as easily as one from this morning, without scrolling to load older threads first.
What search matches
- Client names — first name, last name, or both together (typing “jordan m” finds Jordan Miles).
- Group names — the title you gave a group conversation.
- People inside groups — a group also matches when one of its members matches your search, so you’ll find the cohort a client belongs to even if the group’s name never mentions them.
Search is forgiving: it ignores capitalisation and accents (searching “zoe” finds Zoé), and tolerates small typos and partial names, so you don’t have to spell everything exactly.
Tip: Search pairs with the All / Unread toggle — filter to unread first, then search within it to find one specific thread that still needs a reply. See Filter conversations to unread only.
Notes
- Search covers your shared team inbox the same way the list does — owners and admins search the whole brand inbox; coaches search their own client conversations. See the shared-inbox explainer in Messaging basics.
- It matches who a conversation is with — client and group names — not the text inside past messages.
Related: Messaging basics → · Filter to unread →