Contacts (Inbox View)

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

Create user

By clicking on the + Create user button 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 identity 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:

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)

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