The contact list workspace for
review, search, and import
Contacts is where ChatbotX teams review their customer list, find people quickly, check source and assignee, open profiles, and prepare bulk work without jumping straight into the inbox.
Contacts starts with a searchable list and a high-level view of each person
The page is built for list management first: search the list, scan the table, open a profile, or prepare a bulk action without reading the full chat thread first.
Search, scan status, then decide the next action
Contacts gives teams a clean way to review the customer list. Search finds the right person quickly, the table reveals the most useful status fields, and the Actions menu is ready when one record becomes many.
Search box
Find a contact by display name without sorting through the full list manually.
Contact table
Review each person as a row, then open that contact when you need more detail.
Create Contact
Add one new profile quickly when a one-off record is all you need.
Actions
Move from review into import, export, tagging, assignment, or field updates.
Use manual creation for one contact, use Contacts for list control
If you only need to add one person, Create Contact is the fast path. But when you need to review the wider customer list, compare sources, check assignees, or find an older contact without remembering the channel, Contacts is the better place to start.
Manual creation fits when
A sales or support agent needs to add one profile while already working inside the system.
Contacts fits when
You need a list-first view before deciding which person or group to work on next.
Best for list management
Search for older customers, review source, and check assignment status in one place.
Best for chat review
Open the contact and move into the conversation screen when full chat history matters.
Import Contacts turns a CSV file into a usable ChatbotX list
When you already have a customer list, event registration export, or lead file, CSV import is the fastest way to map the data into the right fields and prepare the list for the next operational step.
Upload, map, enrich, then confirm
The import flow is built around clean mapping. Upload the CSV, choose a source if needed, map each left-side column to the correct ChatbotX field, then confirm the import when the structure looks right.
Standard fields
Map columns like Contact ID / Subscriber ID / PSID, Phone number, Email, First name, and Last name.
Source (optional)
Classify the imported list immediately so later filtering and reporting are easier.
More options: Tag
Apply one shared tag to the whole batch so the imported group is labeled instantly.
More options: Custom Field
Map additional CSV data into an existing custom field to enrich every contact during import.
Import workflow preview
Import is the right fit when the list already exists somewhere else. If you only need one new profile, Create Contact is faster than preparing a CSV.
A clean import makes the next contact workflow faster
Once the mapping is correct and the list is inside ChatbotX, the imported contacts are ready for the next operational pass. The page does not stop at storage. It prepares the group for filtering, ownership, tagging, and follow-up.
Filter
Review the imported group quickly by source, tag, or saved data once the list lands in ChatbotX.
Assign
Distribute the contacts to the right teammate after the import is complete.
Update and export
Continue with custom field updates or export when another workflow needs the data.
More options: Tag
Apply one shared tag so the full imported batch is labeled and easier to segment later.
More options: Custom Field
Map extra CSV columns into a custom field so each contact arrives with richer business context.
Simple example
Import event leads from CSV, map name, phone, and email, then apply one campaign tag to the whole batch.
Next move
Use the prepared list for follow-up, segmentation, assignment, and later export when another team needs the data.
Frequently
asked
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