This article discusses how you can manage your Inbox Contacts. Note that the contacts in your Inbox are not the same as your contacts in your Dashboard. To read more on Dashboard Contacts click here.
Importing Contacts is only possible for the owner of the account, agents do not have this access. To import a file, go to Contacts on the side navigation, and click Import Contacts. A pop up window will appear where you can select your file.
When preparing your file for upload, please be aware of the following:
- You can import a maximum of 100k contacts
- The file must be a .CSV file with commas as separators
- Headers must be named: phone, email, firstName, lastName, displayName. Any custom attributes you want to include in the contact, where key is the name of the attribute you’d like to add. Eg: custom:account_id.
If you are unsure how to format your file, we have an example file available for download at the bottom of the Import Contacts pop-up.
Go to inbox.messagebird.com, tap Contacts on the side navigation, and click + Add new contact. Fill in the form with the contact information and click Save when you’re finished. Adding the contact languages will help you set up routing for your Support team, for you don’t want an agent who speaks only Spanish to attend the ticket of a client who is asking a question in Dutch.
Another way to manually add a contact is to edit the contact information of incoming tickets.
If a ticket comes in and the contact is not registered, you’ll notice the contact details are empty. Tap Edit contact, fill in the form with the contact information (in the same way as manually adding a contact), and click Save when you’re finished. And that’s it! It will now appear in your Contacts.
In order to edit Contacts go to Contacts on the side navigation. Next to each contact you will see three dots under the column 'Actions'. Click on the dots, followed by the 'Edit' option that comes up.
This will open a pop-up window where you can see the different fields that you can edit. Press save to confirm your changes.