Conversation Search Syntax

The Inbox/Outbox tab allows you to search for conversations.

Full Text Search

By default, Apptoto will perform a “full text search” on the messages in your conversations.

For example, to find all conversations with “reminder” in them… enter the following into the search box and hit .

reminder

To find all conversations with “reminder” and “haircut” in them:

reminder haircut

To find all conversations with the phrase “haircut reminder” in them:

"haircut reminder"

Default Fields

The fields that are searched by default are the following:

• The “To” field including the name, email and phone
• The content of the message
• The subject of the message

Negative Search

To find all conversations that do not contain the word haircut in them:

-haircut

or

!haircut

Field Search

You can search a specific field by specifying the field first. For example, to search for conversation with someone named “fred”:

to:fred

To find all conversations with the word “haircut” in the subject:

subject:haircut

If you want to find all conversations whose subject is exactly “Haircut with Fred”, do:

subject="Haircut with Fred"

The : and = in the above examples are called search “operators”. The following operators are available:

Operator	Data Types	Notes
:	text, date, number	For text fields, this operator performs a “full text search”. For Date fields, it searches the entire day specified. For other fields, it does an exact match
=	text, date, number, boolean	Does an exact match. You can use “*” as a wildcard for text fields
!=	text, date, number, boolean	Not Equal
>	date, number	Greater than.
>=	date, number	Greater than or equal
<	date, number	Less than
<	date, number	Less than or equal

Special Values

Use the special keyword “empty” to search for fields that are empty. For example you can search:

subject != empty

or

subject = empty

Special Date Phrases

For date fields, you can use special phrases for “today”, “tomorrow”, and “yesterday”.

If you want to find all appointments on today:

at = today

If you want to find all the conversations since last week:

at >= "1 week ago"

Other dates can be specified in human readable format. e.g.

at > "January 20th, 2018" and at < "January 30th, 2018"

Would find all the conversations with messages was between “January 20th, 2018” and “January 30th, 2018”. You could also use “2018-01-20” and “2018-01-30” for that as well.

If you want to find all the conversations with messages on one specific day, you can use the “:” operator. For example, the following would find all the appointments on March 2nd, 2018.

at:2018-03-02

Boolean Logic

By default, all terms are searched assuming an AND query. For example, “Fred Smith” looks for all conversations containing both “Fred” AND “Smith”.

To find all conversations with “fred” OR “smith”:

fred or smith

The “or” operator takes precedence. For example the following would find all conversations who have “fred” in them or all conversations with both “smith” and “bob in them:

fred or smith and bob

So that is equivalent to:

fred or (smith and bob)

If you want to change how the query is evaluated, you can move the parenthesis. For example, to find all conversations that have “bob” in them and either “fred” or “smith”, do:

(fred or smith) and bob

Of course, you can use field specific queries with boolean logic as well. For example

(subject:haircut or subject:coloring) and nancy

Conversation Fields

Besides the default fields specified above and the “custom” fields… Apptoto also provides some interesting default fields that you can use to customize your searches. Here are some of those fields and example uses.

Field	Type	Description	Notes
confirmed	boolean	If the recipient confirmed during the conversation	confirmed:true would show you all the conversations that confirmed
cancelled	boolean	If the recipient cancelled during the conversation	cancelled:true would show you all the conversations that cancelled
needs_reschedule	boolean	If the recipient requested a rescheduling during the conversation	needs_reschedule:true would show you all the conversations that requested reschedule
accepted	boolean	If the recipient accepted a booking message during the conversation	accepted:true would show you all the conversations that accepted
declined	boolean	If the recipient declined a booking message during the conversation	accepted:true would show you all the conversations that declined
incoming	boolean	If the conversation has an incoming message	incoming:true would show you all the conversations that are incoming
outgoing	boolean	If the conversation has an outgoing message	outgoing:true would show you all the conversations that are outgoing
auto	boolean	If the conversation has a message was sent automatically	auto:true
archived	boolean	If the conversation has been archived	archived:true would show you all the conversations that are archived
send_failed	boolean	If the conversation has a message that failed to send	send_failed:true would show you all the conversations that has a message that didn’t go out
delivery_failed	boolean	If the conversation has a message that failed to be delivered	delivery_failed:true would show you all the conversations that has a message that went out but was not delivered
conversation_started	datetime	When the conversation began	conversation_started > yesterday all conversations that were started since yesterday
comm_type	string	The type of conversation “sms”, “email”, or “call”	comm_type:sms all sms conversations. You can also use the fields “sms”, “text”, “email”, “call”, “voice”. e.g. sms:true or voice:true