[Extension] How to easily manage your contacts in Blip – Blip | Blip Help

Index:

Introduction

The extension Contact ManagerIt allows you to search, filter, view, delete, block, and edit contact information stored in the Blip database in an optimized way. It features a powerful and assertive filter that makes searching easier for the user, making the system much faster and more dynamic.

It also allows for the sending of active messages, triggered directly from the Blip dashboard, making the operation more functional.

Features

Contacts module: search and smart search

Contact Manager's search is smart and flexible, allowing you to locate contacts using a variety of criteria, such as Ticket identification, message content, conversation keywords, and more.

Contacts module: editing fields

Allows you to edit or delete fields for a specific contact. See below for the areas available for editing:

Name;
Email;
Telephone;
Document (CPF, CNPJ, etc.);
Additional properties;
Tags linked to the contact;
Recorded variables.

Automation module

It allows you to create automations with Blip, facilitating the integration and construction of triggers and actions in different services, such as Google Sheets, Gmail, and others.

Configuration Module - Views and Blip Desk

By enabling this feature, you'll be able to control assistant permissions, changeable permissions, and even actions on contacts. Blip Desk also allows you to dynamically manage contacts.

Installation

Access to the Blip Store. Then, look for the extension Contact Manager and click on install the extension. Select the desired bot.

Setting up Contact Manager in Blip

Perform smart searches through the Contact Manager

Use the available filters to refine your search.

Search by specific contact name name: value.

Look for generic contact names.

Search by email: email:value.

By phone number phone:value.

By document Tax document: value.

It is possible to use Boolean operators such as THE ombine multiple terms. The search is for case insensitive(case-insensitive).

Search for specific contact conditions using extras extras.ExtraId:value.

Important note:It is important to show these advanced searches, however it is also important to highlight that, By default, the search is already quite smart. That is, in most cases, simply enter the value directly into the search field that the system already finds the result correctly.

Perform search patterns in Contact Manager

Searches by name or message content require full words. To search by phone number, a minimum of 5 digits is required.

Searching by email or custom field (via extras) requires a full match.

In this case, it is also possible to search for a specific category, such as in the context of a conversation with a customer.

Example:movie: thriller—returns contacts whose messages mention the Fail category.

Searching chat history

With this extension, you can search your contacts' chat history and locate specific information quickly and accurately.

Find the contact area

On this screen, you can view and edit all your contact information centrally, conveniently, and quickly. Edit the following fields:

Name;
Email;
Telephone;
Document;
Additional properties;
Inputs;
Active messages.

All changes are applied in real time, facilitating individual record management.

Sending active messages

It is also possible position the user directly on a specific bot and at a defined point in the flow, according to your needs.

Opening the contact

Checking contact variables

Delete contact

Error log analysis

Blocking contacts

With this feature, you can block specific contacts directly through the dashboard, preventing them from interacting with the bot again or starting new services.

This action is useful to prevent unwanted interactions, such as spam messages, internal tests, or malicious users.

Finding tickets in Contact Manager

In this field, you can view tickets with all available data, including transfer or completion functionality.

How to find the comments area

All comments will appear in this field.

Additional tips for white walls

Using the Log and Error Monitoring Extension and Contact Manager

If you'd like to monitor crashes and receive automatic alerts on your bots, check out our Log and Error Monitoring extension, which sends email notifications whenever an exception is detected.

Its main characteristics are:

Intelligent detection and clustering of bot flow failures.
Centralized panel for viewing, filtering, and sorting errors.
Analytical graphs with data on times, volume of occurrences, and impacted users.
Automatic email notifications for each new exception logged.

Using Blip Desk Ticket Tags and Contact Manager

The Blip Desk Ticket Tags extension allows you to create custom tags for tickets and contacts, making it easier to organize and segment services with common characteristics.

Perform smart searches by tags

You can also add tags directly to contacts and use smart search to filter and find contacts based on those tags.

See below how it works.labels without.

With tags added.

⚠️ ATTENTION!This functionality depends on the activation of the extension Blip Desk Ticket Labels.

Integrations available with Contact Manager

In this field, it is possible to integrate the extension with various external platforms, allowing for the automation and enrichment of data flow between systems.

Examples of some services: Salesforce, HubSpot, Google Sheets, Google Forms, Google Calendar, ActiveCampaign, and RD Station.

Integrations allow you to send, update, or query data directly from the extension, streamlining operations and reducing rework.

Creating sales funnels and better organizing your business (coming soon!)

Structure and monitor your business processes with custom sales funnels, which facilitate the visualization of opportunities and the management of each stage of the sales cycle, from the first contact to the closing.

Gain complete control over your pipeline and make more strategic decisions based on real business progress.

Support

If you have any questions or problems with the extension, please contact the White Wall team via email, soporte@whitewall.dev.

For more information, please visit our official website. www.whitewall.dev and follow us on social media.