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Contacts Overview

Contacts Overview

The Contacts feature allows your Nexvio.ai chatbot to manage user information, track conversation history, and provide personalized experiences across interactions.

What Are Contacts?

In Nexvio.ai, Contacts are profiles that store information about the users who interact with your chatbot. These profiles help your AI agents provide personalized and contextually relevant experiences by:

  • Recognizing returning users
  • Remembering important user details
  • Tracking conversation history
  • Supporting personalized responses
  • Enabling follow-up and engagement

Key Benefits

Utilizing the Contacts feature offers several advantages:

  • Personalization: Address users by name and reference their previous interactions
  • Continuity: Pick up conversations where they left off, even after days or weeks
  • Efficiency: Skip redundant questions for information you already have
  • Segmentation: Group users based on their attributes or behaviors
  • Analysis: Gain insights into user demographics and interaction patterns
  • Compliance: Manage user data in accordance with privacy regulations

Contact Management

The Contacts section provides tools to:

  • View Contacts: Browse and search your contact database
  • Edit Information: Update or correct contact details
  • Add Notes: Attach internal notes to specific contacts
  • Tag Contacts: Categorize users with custom tags
  • Export Data: Download contact information for external use
  • Delete Records: Remove contacts when necessary

Contact Data Structure

Each contact record can store various types of information:

Basic Information

  • Identifier: Unique ID for each contact
  • Name: User’s name (first, last, full)
  • Email: Primary email address
  • Phone: Contact phone number
  • Created Date: When the contact was first created

Extended Attributes

  • Custom Fields: Store additional information specific to your needs
  • Tags: Labels for categorizing and filtering contacts
  • Preferences: User-specific settings and preferences
  • Conversation History: Record of past interactions
  • Activity Timeline: Chronological list of user actions

Privacy and Compliance

Nexvio.ai provides tools to help manage contacts in compliance with privacy regulations:

  • Consent Management: Track user consent for data collection
  • Data Access: Allow users to request their stored information
  • Data Deletion: Permanently remove user data upon request
  • Data Export: Generate portable exports of user information
  • Retention Policies: Configure automatic data deletion after specified periods

Integration Capabilities

The Contacts system can integrate with your existing tools:

  • CRM Integration: Sync contacts with Salesforce, HubSpot, etc.
  • Email Marketing: Connect to email platforms like Mailchimp
  • Custom Webhooks: Push contact updates to your own systems
  • API Access: Programmatically manage contacts

Getting Started with Contacts

To begin using the Contacts feature:

  1. Navigate to Chatbox > Contacts
  2. Review the contacts collected from your chatbot interactions
  3. Configure your contact fields and settings
  4. Set up any necessary integrations
  5. Customize how your chatbot uses contact information

For detailed instructions on setting up and configuring Contacts, see the Getting Started guide in the next section.

Best Practices

To effectively manage contacts:

  • Collect only the information you truly need
  • Be transparent with users about data collection
  • Use contact information to provide genuine value
  • Regularly audit and clean your contact database
  • Respect user privacy and data protection regulations

By effectively utilizing the Contacts feature, your Nexvio.ai chatbot can deliver more personalized, contextual, and valuable experiences to your users.