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Automatic Customer Scan allows you to automatically gather and sync past contacts who have previously messaged your Facebook Page or Instagram account into ChatbotX Contacts. Instead of manually exporting and importing CSV files, the system connects directly to your channel, scans conversation history from your selected starting date, and populates your contacts list automatically.

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When to use Automatic Customer Scan

This feature is particularly valuable when:
  • Connecting a new Facebook Page or Instagram account: Easily bring over past customers who interacted before connecting to ChatbotX.
  • Preparing Remarketing campaigns: Re-engage past contacts with omnichannel broadcasts or automated follow-up sequences.
  • Saving time on manual data entry: Eliminate tedious exports and imports by letting the system fetch conversations directly in the background.

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How to run an Automatic Customer Scan

Follow these steps to scan contacts from an inbox channel:
1

Open Contacts

From the left sidebar navigation, select Contacts to access the contact management dashboard.
2

Select Automatic Customer Scan

Click the Actions dropdown in the top-right corner, hover over Import, and select Automatic Customer Scan.
Contacts Automatic Customer Scan Menu
3

Configure scan parameters

In the configuration modal, choose your connected channel under Inbox and pick a start date and time under Scan Inbox from Time.
Contacts Automatic Customer Scan Modal
4

Start scan

Click the Automatic Scan button to launch the scanning process.

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Scan Modal Fields

The Automatic Customer Scan modal includes the following settings:
Scanning channels with large message volumes over extensive date ranges may take anywhere from a few minutes to several dozen minutes. The task runs completely in the background.

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Track Progress in Scan History

After initiating a scan, you can monitor its status and results by clicking Scan History in the top-right corner of the scan modal.
Contacts Automatic Customer Scan History
The Scan History table presents detailed records for each scan session:

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Scan Session Statuses

Scan jobs move through the following states:
  • Queued: The job has been submitted and is waiting in line for processing.
  • Succeeded: The scan finished completely. All imported contacts are now accessible in Contacts.
  • Failed: The scan failed (such as expired channel permissions or API rate limits). Check the Error column for troubleshooting.