Introduction
Welcome to the Contacts page of the Botco.ai app — your comprehensive database for all interactions between your chatbot and the users. This section is crucial for tracking engagement and collecting vital user information which can be leveraged for follow-ups, analysis, and targeted marketing.
Overview
The Contacts page serves as a central repository for your chatbot's engagements. Here, every interaction, whether it's a single session or multiple, is logged against unique customer IDs. This page is intuitively designed to give you a clear view of your chatbot's reach and the rich data each interaction yields.
Features
Columns
The Contacts page is organized into columns displaying:
- Date: When the interaction took place.
- Customer ID: A unique identifier for each user.
- Data Submit: The type of interaction or information submitted by the user, like "Request a Call" or "Schedule a Tour."
- Name & Email: Contact details of the user.
- Status: A quick visual indicator of the user's current engagement status with the chatbot.
Filters
Utilize the filters to sift through contacts based on attributes such as location, engagement date, and more, to find exactly who you're looking for.
Number of Contacts Shown
At the top, you'll see the total number of contacts available and the number currently displayed, allowing you to gauge the scale of your chatbot's interactions.
Chat Transcript
By selecting a contact, you can access the entire chat transcript, giving you a detailed view of the conversation flow and user responses.
Attributes
Next to the transcript, you'll find captured attributes — from location to contact details — these are the pieces of information that can enrich your user profiles in your CRM and enhance your marketing efforts.
Data Submits
Data submits are logged actions taken by the user during the interaction, such as filling out a form. This data can be seamlessly integrated with third-party systems like HubSpot, Salesforce, or other CRM and EHR systems.
Conclusion
The Contacts section is a powerful tool for managing the wealth of data your chatbot collects. It's designed to give you quick insights and easy access to user information, which is invaluable for nurturing leads and understanding your audience. With this data, you can tailor your chatbot's approach to better suit user preferences and improve overall engagement.
FAQ Section
Q: Can I export contact data for use in other applications? A: Yes, contacts data can be exported for use in other CRM or EHR systems.
Q: How is user privacy handled within the Contacts section? A: User privacy is a priority. We ensure that data is handled in compliance with all relevant data protection regulations. We are SOC-2 and HIPAA certified.
Q: Are there any limits on the number of contacts that can be stored? A: There are no limits.
Q: How can I integrate the Contacts data with my CRM? A: Integration can be done through API connections or data exports, allowing for seamless data flow to your CRM.
Q: Can I track the history of interactions for a single user? A: Yes, by using the unique Customer ID, you can track all interactions for any given user.
Q: How real-time is the data in the Contacts section? A: The data is updated in real-time, providing you with up-to-the-minute insights into user interactions.
For more detailed inquiries or specific data management needs, our customer support team is readily available to assist you with expert guidance and support.