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Duplicate Contacts across Workspace → Workspaces with more than one Channel has a contact per channel - they can not use the contact from one channel into another - this create problem while creating broadcasts, importing and exportingLabel, Notes and Contact Properties → Label, Notes and Contact Properties are also tied to a contact per channel - this also leads to loss of notes and labels across different conversations happening across different channelsContact → One per Workspace - storesNameContact LabelsNotesContact PropertiesIdentifiers (Phone, E-mail etc)Channel SubscriptionConversation → One per Channel - storesConversation LabelsConversation Status - Assigned, Done etcConversation Assignment - which the conversation belongs to Block Status
Contacts page will look similar but you will not have to switch between different channels every contact imported and exported will belong to a workspace - Importing, Exporting, Filtering and Editing will work in the similar way it used to work.Contacts and Conversation Labels - Inbox page will have two types of labels one for contacts and other for conversations - Conversation Labels will be used to filter the Conversation List on Inbox Page and Contact Labels will be used when filtering in Contacts and Create Broadcast Page
Conversation Section on Inbox Page - This section in Profile Details section will help you switch between different conversations of the Contact which belongs to Workspace
The Create Dialog on the Inbox Page will create a new Conversation for a specific channel and associate a Contact to it - This is different from the Create Dialog on the Contact Page - also the filter dialog on the Inbox Page will filter based on Conversation Labels
Rescoped Properties between Contact and Conversation
Broadcast Page filtering will be based on Contact Labels
endpoints changes - The contact endpoints are now changed to conversation and contactId is changed to conversationId
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Contacts and Conversations
Improving Contact Management
Anmol Gupta
Currently in when you Import/Create Contacts they are created on Channel Level - Every Contact is tied with a Channel and is not unique to workspace - this is creating various problems like
To resolve such problems and improve the Contact Management across the platform we are rescoping contacts with - one contact per workspace - we are introducing Conversation
You will see the following changes across the platform
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