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Help Center - BotSpace

Help Center - BotSpace

New at BotSpace

Contacts and Conversations

Improving Contact Management

Anmol Gupta

Currently in

bot.space⁠

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

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 exporting

Label, 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 channels

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

Contact → One per Workspace - stores

Name

Contact Labels

Notes

Contact Properties

Identifiers (Phone, E-mail etc)

Channel Subscription

Conversation → One per Channel - stores

Conversation Labels

Conversation Status - Assigned, Done etc

Conversation Assignment - which the conversation belongs to

Block Status

You will see the following changes across the platform

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.

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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

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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

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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

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