Manage Your Contacts
The contacts tab is an accumulation of all leads- both in live chat & chatbot.
Last updated
The contacts tab is an accumulation of all leads- both in live chat & chatbot.
Last updated
When a visitor interacts with customer support or chatbot, the visitor turns to a lead for that business. It is necessary to accumulate all the leads in a single place for future use (to send personalized campaigns, bring them under royalty program etc.). Besides as any kind of customer info is an important data, it is fundamental to store them in a organized way.
For the above reasons REVE Chat has brought a contact management system for their users. With this feature businesses can nurture their leads as well as customers in REVE Chat without any third party solutions. Let's dive in details about the features of the contact management system.
A visitor has to either fill up the pre-chat form or initiate chat bot for support.
In pre-chat form he may have to provide email, name, phone etc. depending on the business requirements or in chat bot visitor might be prompt to provide some personal information.
After visitor closes the chat, with the information gathered, a contact will be created.
After clicking the contacts module user will land in this page. This page will showcase a list of lead/ visitor that has interacted with either chat bot or live chat.
If user hovers over the name/image area of a contact, there will be a popup showing the Contact name, phone, email.
User can re-arrange/ hide/enable the columns by dragging, clicking the tick box. But if the visitor refreshes the page, the change will be restored to default.
User can search the contacts using the search bar in 3 categories (name, email, phone).
In "Recently Updated" tab, only contacts whose attributes was changed in 24hrs, will be shown.
If user clicks a contact, a side window will appear that will show the contact in details( all system & custom attributes). User can export the contact by clicking the "Export as CSV" button.
And if the visitor contacts through only live chat( not chat bot) the system attributes will be filled up from the pre-chat forms. But user can add the custom attributes manually.
If user navigates to "Activity Log" from "User Info" (Showing all attributes), he can see who changed which attribute. Only 3 system attributes(name, phone, email) & custom attributes can be changed.
If the user wants he can export all his contacts using the "Export" button.
Any questions? Please email us at issue.support@revechat.com or scan to chat with us.
