📒Contacts

Contacts is a section for managing NovaTalks contacts.

A contact is created automatically when a customer reaches out to you. The customer card contains the basic information received during the contact (for example, when making a call - phone number, when contacting via messenger - the name in the messenger, and the ID). Then, the agent can add additional information and edit details about the contact.

1. Quick filter by labels

2. Full-text search by Name, email, and phone number.

3. Advanced filter. A filter by the following parameters is available:

• Name

• Email

• Phone number

• Contact Id

• Created At

• Last Activity

• Labels

• Custom attributes

1. List of contacts that exist in the system, their details, recent activity, and attached conversations

2. Create new contact

Suppose you need to conduct an outbound interaction with a client who has not yet contacted NovaTalks. In that case, you must first create a new contact, add information about them, and click the New Dialog button on the customer card.

1. View details and edit a contact

• Main contact details - name, e-mail, and phone number.

• New dialog - this feature allows agents to initiate contact (write/call) with new customers (For more details - New dialog).

The option is available only if there is a channel from which you can write to a new client first (to do this, you need to activate the Can write first to a new client option in the Inbox settings).

For Inboxes with the Call and Email conversation types, this option is enabled by default.

• Edit contact

• Merge contacts - allows you to combine two contacts into one. For example, if the same client contacted you from different messengers. When merging, the second contact will be deleted and both conversations will be displayed for the first contact.

• Contact attributes - a section with existing contact attributes and the ability to assign new ones. In addition to custom attributes, this section displays the system attributes of the contact:

Language - a customer interaction language selected in the chatbot or set by an agent.

• Contact labels. A contact can have 1, several, or no labels attached.

• Conversations - a section with a list of all conversations of this contact within other channels.

• Notes