# Contacts

{% embed url="<https://youtu.be/1PzaHGQEy40>" %}

The contacts section provides a unified view of all user interactions with the bot across various platforms and have either provided the phone number or email so that we can contact them in furure . Here's how to navigate it:

1. **User Information**:

Displays columns for **Visitor Name**, **Phone Number**, and **Email** for easy identification.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fc8IS6OkArEns4qlD7GN6%2Fimage.png?alt=media&#x26;token=c8918f27-3c54-4ee9-92a2-e7bb2145ed87" alt=""><figcaption></figcaption></figure>

2. **Tag Assignment**:

* You can assign tags to specific chats.
* To create a new tag, click on the **"Create Tag"** button available in the dropdown menu.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FsklQbFIF5fs3AYZ0pxCH%2Fimage.png?alt=media&#x26;token=5fbc371a-15fe-4102-8902-cca421a04c31" alt=""><figcaption></figcaption></figure>

3. **Assign Live Agent**:

* Assign a live agent to handle specific chats.
* If you need to add a new agent, use the **"Create Agent"** button in the dropdown menu.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F5yL6ictwZBiOpQov1lBu%2Fimage.png?alt=media&#x26;token=2651780e-d363-4f06-ab83-51cbc7adcb53" alt=""><figcaption></figcaption></figure>

4. **Chat Status**:

* Assign a status to each chat.
* Create new status via the **"Create Status"** button in the dropdown menu.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FiZaKObfpaxaE35oYxpKo%2Fimage.png?alt=media&#x26;token=ab47e4d9-5d81-4d7d-8efb-e2bebb779d2d" alt=""><figcaption></figcaption></figure>

5. **Actions**:

* The action column contains buttons to **Call**, **Delete**, or **Copy** a user’s chat for further reference.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FknV36nDTbSGi2ywVlrIC%2Fimage.png?alt=media&#x26;token=3658c44e-25b8-4726-a206-23fbb653f564" alt=""><figcaption></figcaption></figure>

### **Chat Window Features**&#x20;

When you open a specific chat, several useful tools and information are available to manage conversations efficiently:

#### **Top Navbar Tools:**

1. **Chat Translation**:

   * Instantly translate the chat into your preferred language with the **Translate** button.

   <figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FjvKYMLvnaW4WKRKRMWTB%2Fimage.png?alt=media&#x26;token=ce094071-309b-45de-b9ef-898ecd6babc4" alt=""><figcaption></figcaption></figure>
2. **Transfer Chat**:

* Transfer the current chat to another agent using the **Transfer** button.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FHSRdU43TBH0H03BeXfk2%2Fimage.png?alt=media&#x26;token=6e620240-850e-4797-8ecd-f7aa8ef25529" alt=""><figcaption></figcaption></figure>

3. **Download Chat Transcript**:

* Download the entire chat history by clicking on the **Download Transcript** button.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FNy2JFzjhM6Y9WhMN5bVq%2Fimage.png?alt=media&#x26;token=9f4b5571-e014-44c6-b98e-6d2243f8413f" alt=""><figcaption></figcaption></figure>

4. **Tag and Status Assignment**:

* Assign tags and status to the chat directly from this window. You can also create new tags or status using the provided options in the dropdown menus.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FNUbjNB37ZggQsIfVQK24%2Fimage.png?alt=media&#x26;token=d0a17544-8cb0-434a-9509-1fab84eef385" alt=""><figcaption></figcaption></figure>

### **Visitor Profile (Right Sidebar):**

* The **Visitor Profile** section provides key details about the user interacting with the bot, including:

  * **Name**
  * **Location**
  * **Phone Number**
  * **Email**
  * Any **custom attributes** you've created, like preferences or additional details.

  <figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FP12CQLX1L5MxsJuan9mr%2Fimage.png?alt=media&#x26;token=fea6a264-fa49-41b5-b865-38b80234feda" alt=""><figcaption></figcaption></figure>

### **Using Filters in the Inbox Panel**

The inbox panel provides various filters to help you segregate chats according to your needs. You can apply different filters to organize and manage your inbox efficiently.

* **Available Filters**:\
  Use filters based on parameters such as **tags**, **status**, **assigned agent**, and more to narrow down specific chats.
* **How to Apply Filters**:\
  Simply select the desired filter from the dropdown menu in the inbox panel, and the relevant chats will be displayed accordingly.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FB0uYHMgwFhDYjL6tW4Uj%2Fimage.png?alt=media&#x26;token=9cade0a0-cd4a-4954-ba2b-d1b1b04c58d4" alt=""><figcaption></figcaption></figure>

This feature makes it easier to sort and manage your chats based on specific criteria.
