Contact Management (CRM)

AutomateIt includes a built-in CRM interface where you can review your customer details, message histories, and active tags.

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1. Importing Contacts

To import your existing database of customers:

1. Go to the Contacts tab in your dashboard.
2. Click Import Contacts (top-right).
3. Download our sample CSV template.
4. Ensure your file has a phone column with numbers in international format (e.g., 2348012345678 for Nigeria—do not include + symbols or leading 0s).
5. Upload the CSV. The contacts will appear in your database immediately.

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2. Customer Profile Details

Clicking any contact in the list opens their Profile Panel:

• Custom Fields: View details like email, address, and recent order IDs.
• Conversation History: Read a scrollable transcript of all messages, including replies generated by the AI chatbot and manual entries made by human agents.
• Active Subscriptions: For multi-tenant and agency accounts, view subscription details and tenant assignments.

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3. Tagging and Audience Segmentation

Tags are the primary tool for segmenting your contacts for targeted broadcast campaigns.

• Creating Tags: Add tags like "Paid Customer", "Lead", or "Real Estate" directly in the contact profile or via bulk actions in the list view.
• Auto-Tagging: You can instruct your AI chatbot to automatically tag users during a conversation (e.g., "If a customer asks about Lagos property, apply the 'Lagos Lead' tag").
• Filtering: Use tags in the Campaign Builder to send promotional messages only to relevant segments, ensuring high open rates and low spam flags.