In this article we are going to look at the Contacts Section in BotSpace Dashboard. We are going to look at the following actions that you can perform there:
Create Contact
Search
Filter
Update Contact Properties
Import Contacts
Export Contacts
To view the Contact section on BotSpace Dashboard click on the Contacts button in the Side Drawer
Create a Contact
To Create a contact click on the Create contact button on the Contact page
A dialog will appear which will ask you to fill out the following:
Name - Required
Phone - Required
Labels - Optional
After clicking on Create a new Contact will be created
Search Contact
To search a contact click on the Search Icon on the Contact Page
You can than search either using Name or Phone
Filter Contact
You can filter contacts by clicking on the Filter button on the Contact Page. You can filter using the Labels and Time period property of a contact.
Update Contact Properties
To update Contact Properties associated with a Contact you can just double click on the specific table cell which will make it editable - once you are done editing press Enter to update/set the contact properties
Import Contacts
To Import Contacts click on the Import Button on the Contact Page.
A Contact Import dialog will open. To import contact you will need the following
Download the Sample CSV - This contains the format in which you will have to format your contact data in to be accepted by BotSpace and then upload the formatted file.
You can set as well as update the Contact Properties while importing to BotSpace - format your properties in the same manner as specified in the Sample CSV
You can select Labels to add to all the contacts while importing
You can add all the contacts to a Contact List by selecting a list.
Sample CSV File
After you import the File you will be shown the number of valid contacts that will be imported once you click the Import button
You will be shown this confirmation dialog once you click on the Import button
Once the Import is done you will receive a confirmation e-mail
Export Contacts
To Export contacts click on the Export button on the Contact page
You can select two options - either export all contacts or export filtered contacts
You will be shown this confirmation dialog once you click on the Export button
Once the Export is done you will receive a confirmation e-mail
