PilotPulse
  1. Get started
PilotPulse
  • Back to home
  • PilotPulse Dashboard
  • Introduction
  • Get started
    • Overview
    • Login
    • Organization
    • Contacts
    • Virtual Assistant
    • Knowledge Base
    • Questions and Answers
  • FAQs
    • How do I change my password?
    • How do I log out of the dashboard?
    • Why isn't the AI bot responding to messages?
  1. Get started

Contacts

Contacts Management#

Contacts List View#

The Contacts page displays a comprehensive list of all contacts in a table format with the following columns:

Table Columns#

1.
ID: Unique identifier for each contact
2.
Name: Contact's full name with avatar initial
3.
Phone: Contact's phone number
4.
Email: Contact's email address
5.
Channel: Communication platform (e.g., WhatsApp)
6.
Last Human Message: Most recent message from the contact
7.
Last AI Message: Most recent automated response
8.
Action: Options to view message history

Features#

Show Guest: Toggle button to display guest contacts
Pagination: Navigate through multiple pages of contacts
Page Size: Adjust number of contacts shown per page

Contact Detail View#

Clicking on a contact opens a detailed view with comprehensive information.

General Information Section#

Contact Name with Avatar
Unique ID
Email Address
Phone Number
City
Created At: Date contact was added
Updated At: Last modification date

Action Buttons#

View Message History: Access conversation history
Contacts: Return to contacts list
Refresh: Update contact information

Navigation#

Back Arrow: Return to previous screen
Breadcrumb Trail: Shows current location (Contacts / Show)

Important Notes#

All contact information is displayed in a read-only format
Message history can be accessed through the "View Message History" button
Contact details are automatically updated when new interactions occur
Modified at 2024-11-19 05:17:45
Previous
Organization
Next
Virtual Assistant
Built with