Contact Management
Organize and manage your bot's contacts effectively
Overview
The Contact Management system helps you track and organize all users who interact with your bots. Monitor engagement, track conversation history, and manage customer relationships effectively.
Key Features
- Contact profile management
- Conversation history tracking
- Contact tagging and categorization
- Engagement analytics
- Export capabilities
Contact Information
- Basic contact details
- Interaction history
- Custom attributes
- Engagement metrics
- Lead status tracking
Features in Detail
Contact Profiles
Comprehensive contact profiles with detailed information.
- Basic contact information
- Communication preferences
- Custom fields support
Contact Tagging
Organize contacts with custom tags and categories.
- Custom tag creation
- Automated tagging rules
- Tag-based filtering
Lead Management
Track and manage leads through your sales pipeline.
- Lead status tracking
- Qualification scoring
- Conversion tracking
Engagement Tracking
Monitor how contacts interact with your bots.
- Interaction frequency
- Response patterns
- Activity timeline
Using Contact Management
Search and Filter
Find contacts quickly with advanced search options:
- Full-text search
- Tag-based filtering
- Status filtering
Export Options
Export contact data in various formats:
- CSV export
- PDF reports
- Custom data selection
Best Practices
Organization Tips
- Use consistent tagging conventions
- Regular data cleanup
- Maintain updated profiles
Engagement Tips
- Monitor engagement patterns
- Follow up on inactive contacts
- Track conversion progress