CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
  • Bots
    • General Information
    • Training Data
      • FAQs
      • Articles
      • Documents
      • URLs
      • Connect with database
      • Connect E-Commerce Store
    • Bot's Knowledge
    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
    • Launch bot
    • Prompt and Models
    • Webhook
    • Platform Integration
      • WordPress
      • Shopify
      • Big Commerce
      • Magneto
      • Discord
      • Slack
      • Telegram
      • Facebook
      • Instagram
      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
    • Chat/tickets
    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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On this page
  • You can find this feature by accessing the icon Contacts on the Workspace tools.
  • 1. Contact List
  • 2. Contact's tags
  1. Bots

Contacts

This feature will help you manage your chat user. It will include the info which is collected when the customer access to chatbot

PreviousWhatsAppNextBot learns from Conversations

Last updated 8 months ago

You can find this feature by accessing the icon Contacts on the Workspace tools.

1. Contact List

  • A list containing customer information is available. You can use the search box to find specific customers.

  • When you click on the customer, there will be a box appear.

  • The chat area shows the entire transcript of the customer's conversation.

  • The information tab:

    • Name, Email, and Phone are the info that can be edited.

    • Date: conversation started to date.

    • Tag: The use tag was created before.

    • Note.

    • History: last interaction with the customer. You can also optionally navigate to the livechat.

  • The ticket tab: Ticket (Subcription Feature).

  • Hide button: hide the customer from the list.

= Please save the changes before leaving.

2. Contact's tags

  • This feature will let you classify your conversation with every category for management.

  • By clicking the button "Create tag" you can easily make a new tag, click "Save" to sucessfully complete.

You can also edit your old tag(s) by clicking the pen icon , or delete unwanted tag(s) by clicking the bin icon .