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Groups

This page contains all the necessary information regarding the group section in inbox panel.

Interactive Guide:

What are Groups

Groups in BotPenguin let you organize and manage users, chats, or team members into meaningful clusters. They act as categories that bring order and clarity to your workflows, whether it’s handling conversations, assigning roles, or structuring your support system.

Benefits of using Groups

  • User Groups: Collections of end-users segmented based on attributes (e.g., new leads, returning customers, high-priority clients) for targeted communication.

  • Team Groups: Internal clusters of teammates grouped together (e.g., Sales, Support, Marketing) to streamline chat assignment and accountability.

  • Channel-Based Groups: Organize conversations by source (e.g., WhatsApp Group, Messenger Group, Website Leads) for easier tracking.

  • Access Control: Define which groups of team members have access to which set of conversations, maintaining clarity and security.

Video Guide

How To Create Groups

  1. Navigate to the Groups Section: Go to the "Groups" tab from your dashboard.

  1. Click on the "Create Group" Button: On the right side of the page, you’ll find the Create Group button. Click on it.

  1. Enter Group Name: A page will appear where you can enter the desired group name.

  1. Add Contacts: After naming the group, you can start adding contacts to the group by using the filters options.

  1. Save the Group: Once you've added the necessary contacts, save the group, and it will be created.

Feature of Groups

  1. Filters: You can use filters in the Groups section to quickly find the group you need.

  1. Group Table: The Groups table displays key details, including the group name, the total number of contacts in each group, and actions you can take on each group.

  1. Group Actions: Each group has an Actions button that allows you to:

    1. Edit the Group: Modify the group name or update the contact list.

    2. Download the Group: Export the group’s contact list as a file.

    3. Delete the Group: Permanently delete the group if it is no longer needed.

This feature allows you to efficiently manage large numbers of contacts with ease and flexibility.

FAQ's

What is the difference between Groups and Teams in BotPenguin?

  • Groups are for organizing users, chats, or contacts into categories (e.g., leads, clients, or channels).

  • Teams are for organizing your internal members (e.g., Sales Team, Support Team) and managing their role

Can I add one user/contact to multiple Groups?

Yes, a single user/contact can belong to multiple Groups if they meet the filter criteria you set.

Is there a limit to the number of Groups I can create?

No, you can create as many Groups as needed. However, for performance reasons, it’s best to keep them purposeful and well-organized.

Can I edit a Group after creating it?

Yes. You can edit the name of the Group, update its contacts, or even remove it at any time using the Actions menu.

How can I export a Group’s contact list?

Use the Download Group option under Actions. The contact list will be exported in a file format for your reference.

What happens if I delete a Group?

Deleting a Group permanently removes the Group itself, but it does not delete the contacts or conversations inside it.

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.

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