Contacts
Users who have provided their contact information while interacting with the chatbot.
A contact is created in Hello Moe when a user interacting with the chatbot provides either their email or phone number.
Every contact is unique, and no duplicate contacts are created.
Hello Moe also captures other system-related information, such as the values of the variables collected during the conversation and information about the City, Country, Post Code, etc.
Contact creation
Contacts can be created in Hello Moe in the following ways:
Using 'Form'
With this action block, the visitors will be able to fill out the form while having a conversation with the bot. You can define the fields of the form as per your preference
Using 'Collect Input'
With this action block, the visitors will be asked to answer the questions while conversing with the bot. You can define the questions that the bot will be asking to the visitors
Passing contact details via APIs
When contact details are received via API call and stored into contact variables.
Why are Contacts important?
Depending on the use case for which you are using the chatbot, contacts can have varying importance.
Going with the majority, if you are reading this article; it is most likely that you are using the chatbot to generate leads.
With Contacts,
You can view all the leads generated by the bot
You can filter and export the lead list for filtering or importing to CRM
Schedule reports to be sent on a daily or weekly basis
Exporting contacts
There are three ways through which you will be able to export the contacts or inquiries collected by the bot, they are:
Exporting a Contact ListScheduling a Contact Report
Exporting a Contact List
Steps to export the contact list from Hello Moe.
With Hello Moe, you have the ability to export the contacts through the 'Contacts' tab and download it in the CSV format.
You can either download or export only the unique contacts or all the conversations occurrences of that contact just by turning on or off the switch 'Show Unique Contacts'
Exporting a contact list
To export the contact list, you can follow the following steps;
Select the 'Date Range' for which you would like to export or download the data
Select the 'Columns', you want it to be part of the report
Click on 'Export' to download the report
Scheduling a Contact Report
It is the automated process of sending contact reports to defined email addresses of either single users or multiple users either on a daily or weekly basis.
In order to schedule the contact report, you can follow the following steps;
Go to 'Contacts'
Select the 'Columns' that you want it to be part of the report
Click on 'Menu Gear' at the top right corner
Select 'Schedule Report' option
Customise the report with the available options, e.g., report with unique contacts, frequency of the report, time to receive the report, stakeholders whom the report needs to be shared with, etc.
Click on 'Schedule' again to schedule the report
Modifying schedule
To modify or cancel the schedule, you can follow the following steps;
Go to 'Contacts'
Click on 'Menu Gear' at the top right corner
Select the 'Schedule Report' option
Click on 'Modify' or 'Cancel' post making changes in the selection as per your preference
Last updated