For the complete documentation index, see llms.txt. This page is also available as Markdown.

My Contacts

Choose the bot you want to operate to view and manage its specific set of contacts.

Viewing Available Bots

This page displays all the bots associated with you, including:

  • Bots Owned by Your Account

  • Bots Where You Are an Invited Operator

Action: Select a bot from the list to proceed. You will be directed to a page with all active contacts for that bot.

Contact Overview and Quick Actions

Upon selecting a contact, an expanded view will display a brief overview and provide options for immediate actions.

Element

Description

Action/Navigation

Contact Details

Shows basic contact information.

Communication Channels

Displays the first three available communication channels (e.g., SMS, WhatsApp, Email).

Clicking a channel icon takes you to the Broadcast Widget page with the contact's details already filled in.

Details Icon

A dedicated icon (often a small 'i' or magnifying glass).

Click this icon to go to the detailed Contact page.

Contact Detail Page

Access the Contact Detail page for a comprehensive view of customer information and conversation history.

Select a communication channel, like a phone number or email address, and you'll be taken to the Broadcast Widget page. There, the contact's details are pre-filled, ready for messaging.

When you click the communication channel on the detail page, it redirects you to the broadcast widget page with contact information pre-filled.

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