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DialoX Manual
DialoX Manual
  • Start
    • News
    • Getting Started
    • Ordering
    • Signup
    • Switcher
  • STORE
    • Marketplace Apps
      • Level 1 - Basic
        • Callback Note Basic
        • On-call Router Basic
        • Smart Group Voicemail
        • Smart IVR Basic
        • SMS Call Deflector
        • Survey Basic
        • Caller Based Router
      • Level 2 - Advanced
        • Call Deflector
        • Callback Note
        • Order Assistant
        • Smart IVR
        • Survey
        • Website Chat
      • Level 3 - Professional
        • Callback Planner
        • Appointment Planner
    • Legacy Apps
      • Survey Extension
      • Smart IVR Basic
      • Smart IVR 2.0
      • Whatsapp Calldeflector 1.0
      • Whatsapp Calldeflector 2.0
      • Social Inbox 1.0
      • Social Inbox 2.0
      • Basic Group Voicemail
      • Group Voicemail
      • Oncall Assistant
      • Web App
      • Basic Callback Note
      • Callback Note
      • Callback Planner
      • Caller Based Router
    • Skills
      • Base flows
      • Platform defaults
      • Phone flows
      • Chat flows
      • Web flows
      • LLM Flows
      • LLM Knowledge base
      • Address Flows
      • Email flows
      • Timeplans
        • How to add a flow for lunch breaks
      • On-call schedule
      • Planner
      • OAuth Flows
      • Integrations
        • Zendesk
        • Jira
        • Hubspot
  • SETTINGS
    • User Settings
      • Availability settings
      • Profile settings
      • Security
    • App Settings
      • App identity
      • Opening hours
      • Tags
      • Studio
      • Extra options
      • Backups
  • Inbox
    • Inbox
      • Assigning
      • Joining and leaving
      • Sending messages
      • Canned responses
      • Team chat
      • Watching
      • Close
      • Filter conversations
      • Multiple inboxes
    • Contacts
    • Notes
    • Today
    • Notifications
      • Notification panel
      • Notification preferences
      • Rules for notification
      • Chrome and Windows settings
      • Microsoft Teams notifications
  • Studio
    • Home
      • Customer settings
        • Settings
        • Advanced settings
        • Store settings
      • Audit Log
      • Access Request
    • Dashboard
    • Flows
      • Playbook
      • Triggers
      • Variables
      • Conditions
      • Tags
      • Languages
      • Links
      • Nodes
        • Say
        • Ask: Open
        • Ask: Choice
        • Ask: Single
        • Ask: Date
        • Ask: Name
        • Ask: Phone
        • Ask: Email
        • Ask: Form
        • Ask: Language
        • Ask: Selection
        • Ask: Time
        • Ask: Audio
        • Ask: Number
        • Ask: Custom entity
        • Ask: Address
        • Ask: Zipcode
        • Iterate
        • Iterate: LLM
        • Say: LLM
        • Say: LLM Knowledgebase
        • Iterate: LLM Knowledgebase
        • Iterate: continue
        • Show: audio
        • Show: whatsapp link
        • Show: image
        • Show: video
        • Show: file
        • Show: location
        • Control flow: branch
        • Control flow: go to flow
        • Control flow: switch language
        • Control flow: close
        • Control flow: restart
        • Control flow: pause
        • Control flow: invoke dialog
        • Dial: number
        • Dial: smart
        • Send: note
        • Send: email
        • Send: SMS
        • Send: whatsapp
        • Escalate: default
        • Escalate: smart
        • Perform: create jira ticket
        • Perform: get jira ticket
        • Plan
    • AI
      • Intents
        • LLM Intents
        • Q&A Intents
      • Knowledge bases
      • Prompts
    • Channels
      • Chatwidget
      • Whatsapp
        • How to integrate Whatsapp
        • How to change my Whatsapp profile
        • How to manage Whatsapp templates
        • How to send Whatsapp template with documents
        • How to automate outbound Whatsapp
        • How to send Whatsapp template
        • How to use Commerce Catalog
        • Whatsapp for Business
      • MS Teams
        • How to migrate new Version
        • How to change channel connection
      • Facebook Messenger
      • Phone
      • Progressive Web App (PWA)
    • Content
      • Nudges
      • Whatsapp optout
      • Voice lexicon
      • FAQs
      • Calendars
    • Visitors
    • Calendars
    • Campaigns
    • Conversations
    • Notes
    • Contacts
  • ADMINISTRATION
    • Organisation
    • Bots
    • Licenses
    • Channels
    • Orders
    • Usage
    • Users
    • Access Requests
    • Analytics
  • DESKTOP
    • Enreach Contact Desktop
  • FAQ
    • Studio
      • How to Publish
      • How to make 2FA Required
      • How to add additional columns to contactlist
      • Conversation retention time
      • How to help the bot pronounce phone numbers correctly
      • How to help the bot pronounce loose numbers correctly
    • Flow Topics
      • Skipping step based on language tag
      • Switching language using intent trigger
    • Meta
      • How to get Meta Business Suite Verification
      • How to connect Facebook page to Facebook Business Account
    • 360Dialog
      • How to give permission API access
      • How do I change my profile in 360Dialog
      • How to make 360dialog templates
      • How do I terminate my number in 360Dialog
    • Bubblescript
      • How to add a custom button
      • How to change the email template
    • Operator
      • Where are my CDRs?
      • Onboarding required
    • Google Tag Manager
    • Platform
      • Network Security Policies
    • Make
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On this page
  • Create user
  • Changing contactname field
  • Setting tags on a user
  • Export

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  1. Inbox

Contacts

PreviousMultiple inboxesNextNotes

Last updated 2 months ago

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The Contacts page shows the contacts (end users) that engaged with your bot and operators.

Create user

By clicking on the + Create user button (Inbox view) or +Add Contact button (Studio view) a form will popup where you can fill in general contactdetails such as first name, last name, email, phone, choose language, insert a timezone and an optional free-form external id to identify your user(s).

By clicking the Save button the contact you will store the newly made contact in your CRM. By making new contacts, you will see functionalities to start connecting. It should look something like this:

Changing contactname field

In some situation you want to name your contacts, you can now change your contact by clicking on the name in the contactname field and adjust it accordingly.

Setting tags on a user

By setting specific tags on a user you can categorise the user related to the specific subject. You can find the tags under Inbox by clicking on the name of the user, under the "start new conversation" the tags will be stored.

Export

Get a quick export of your contactlist by clicking on Export. Choose from the following formats such as:

  • Excel (.xlsx)

  • CSV (.csv, ; as delimiter)

  • CSV (.csv, , as delimiter)

Inbox: Sales / Support / Billing tag set on a specific user