How to delete a contact?

The Delete feature allows you to easily remove unwanted contacts from your account. This helps clean up your database, optimize contact list organization, and focus on valuable prospects. ChatbotX provides 3 flexible methods to delete contacts:

• Delete a contact directly from the Inbox.
• Automatically delete a contact using an Action block in Flow Builder.
• Delete single or multiple contacts in bulk from the Contacts section.

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Delete a contact from Inbox

This method is useful when you are chatting with a customer in the Inbox and want to delete the contact immediately. Steps to perform:

1. Navigate to the Inbox section from the left sidebar.
2. Select the conversation of the contact you wish to delete.
3. In the customer profile panel on the right side of the screen, click the menu icon (3 dots).
4. Select Delete from the dropdown menu.

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Delete a contact using the ‘Delete’ action in Flow Builder

You can automate contact deletion based on customer behavior in your chatbot scripts (e.g., when a user chooses to opt-out, or after completing a specific survey flow). Steps to perform:

1. Inside the Flow Builder canvas, add a new Action block.
2. Click the Action block and select Delete Contact from the list of available actions.
3. Connect the block to the relevant flow branch to automatically delete contacts that reach this step.

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Delete a contact/contacts from the Contacts section

This method allows you to manage and perform bulk deletion after filtering contacts by specific criteria. Steps to perform:

1. Go to the Contacts section from the left sidebar.
2. Search or use the filter options (Filter) to locate the contacts you want to delete.
3. Check the box next to the names of the contacts (you can select all by checking the box in the header row).
4. Click the Actions button at the top and select Delete from the dropdown menu.