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DialoX Manual
DialoX Manual
  • Start
    • News
    • Getting Started
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  • STORE
    • Marketplace Apps
      • Level 1 - Basic
        • Callback Note Basic
        • On-call Router Basic
        • Smart Group Voicemail
        • Smart IVR Basic
        • SMS Call Deflector
        • Survey Basic
      • 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
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      • 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
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      • Integrations
        • Zendesk
        • Jira
        • Hubspot
  • SETTINGS
    • User Settings
      • Availability settings
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      • App identity
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      • Tags
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      • 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
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      • Audit Log
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    • 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
  • Select contacts
  • Delete contacts
  • Send Whatsapp template
  • Export contacts
  • Import contacts

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  1. Studio

Contacts

PreviousNotesNextOrganisation

Last updated 8 months ago

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

Select contacts

The select button in the footer of the page allows you to select one or more contacts. It will add check boxes at the beginning of each row. Contacts can now be selected by checking or unchecking these boxes. By selecting the checkbox in the header of the row all items can be selected at once.

You can use the pagination buttons (next and previous) to switch pages. The selection will be remembered so you are able to select items over multiple pages.

Delete contacts

Contacts can be deleted after having selected one or more contacts using the above function. The button will be disabled unless you have selected one or more items.

Deleting a contact will also result in deleting all underlying data and conversations.

Send Whatsapp template

On this page, Whatsapp is the only channel that can be used to send multiple contacts a message at once. For this the button "Send Whatsapp template" can be used. In order to use the button you must have selected one or more contacts using the function described above.

Export contacts

Contacts can be exported using the Export button. When specific contact are selected using the "Select" button, it will only export the selected items. When no selection is made it will export ALL contacts.

Data can be exported to Excel or to CSV. When CSV is chosen you can select whether to use comma's or semicolons for field separation.

Import contacts

To load your Contacts with a predefined set out of your own CRM, you can use the Import button. Only CSV files can be used for importing. Make sure to choose the right separator: Comma or Semicolon.

To know which fields to upload you can download a template CSV file. Make sure to use the same structure for uploading. Additional columns can be appended. They cannot be inserted in between.