Contacts Overview

Documentation Index

Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt

Use this file to discover all available pages before exploring further.

Contacts is where you can see every person who has interacted with your chatbot. This screen is useful when you want to review your customer list, find a specific person quickly, or prepare bulk tasks such as applying a Tag, updating a Custom Field, or exporting data. Unlike Inbox, this page focuses on the contact list and the high-level information for each person. When you need to review the full chat history, simply open the related contact and move into the conversation screen.

​

What you see on the Contacts page

The Contacts interface usually includes 4 main areas:

• Search box: Used to quickly find a contact by display name.
• Contact table: Shows each contact as a row so you can review and choose actions.
• Create Contact button: Lets you create a new contact manually.
• Actions menu: Opens the list of bulk actions such as import, export, apply Tag, or update data.

In the current interface, the confirmed columns include:

​

Basic workflow

When working with your contact list, the most common flow looks like this:

1. Use the search box to narrow down the list.
2. Review Source, Assignee, Last Read, and Created to understand each contact’s status.
3. Click the contact name if you want to open the conversation details.
4. Select one or more contacts with the checkbox if you need to run a bulk action.
5. Open Actions to continue with the next step.

Note: The Contacts page is best for list management. If you need to read the full chat history or reply manually, open that contact and switch to Conversations.

​

When to use Contacts

Start from Contacts in these situations:

• You need to find an older customer but do not remember which channel they used.
• You want to check which contacts already have an assignee and which are still Unassigned.
• You want to review contacts who returned recently based on the Last Read column.
• You want to select multiple contacts to apply a Tag, update a Custom Field, export data, or archive conversations.

​

Learn more about the Contacts menu

For a more detailed view of the features in Contacts, see these articles:

• Import Contacts: Import contact data in bulk.
• Filter Contacts: Narrow down the contact list quickly.
• Bulk Actions: Run bulk actions such as Assign, Add Tag, Set Custom Field, Export, and Archive Conversation.

​

Quick tips

• Check Source before taking action so you know which channel the customer came from.
• Check Assignee before following up so two team members do not contact the same customer at the same time.
• Use Last Read to prioritize contacts who engaged recently.
• Select multiple contacts only when you are sure they all need the same action.