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  • Welcome to BizMagnets
  • SET-UP BIZMAGNETS ACCOUNT
    • Create an account in BizMagnets
    • Requirements to get started with your own number
    • Activate WhatsApp Business API on your own number
    • Migration
  • WHATSAPP CHANNEL
    • Creating WhatsApp Channel
    • Meta Business Verification
    • Required Documents for Facebook Business Verification
    • Drive traffic to your WhatsApp number using Quick Links
    • Display Name
      • Display Name Rejection and Appeal
    • How to change your Display Name
    • Facebook Business Verification Grayed Out, Not Visible or Disabled
    • Messaging Limits & Quality Ratings
    • WhatsApp Business API Errors
    • Business Phone Numbers
    • Support with Meta
    • WhatsApp Chat Widget
    • Supported Media Types
    • Unsupported Messages
    • FAQs
  • BLUE TICK VERIFICATION
    • WhatsApp Blue Tick Verification
    • How to Apply for Blue Tick Verification?
    • What if Your Application Gets Rejected?
    • FAQs
  • Conversation
    • Initiate Conversation
    • Sales Inbox
  • Support Inbox
  • Contact Information & Attributes Panel
  • Bulk WhatsApp Opt-In
  • FAQs
  • Contacts
    • Add Contact
    • Export Contacts
    • Contact Deletion
    • Contact Management
    • Opt-in Management
    • Community
      • New Community
      • Existing Community
    • Companies
  • TEMPLATE
    • BizMagnets Template Messages
    • Template Categories
    • Create and Edit Template
    • Carousel Marketing Templates
    • Product Marketing Templates
    • Coupon Marketing Template
    • Limited Time Offer Templates
    • Order Details Template
    • Authentication Template
    • FAQs
  • BOT FLOWS
    • Things to Know Before Building Your First Bot
    • BizMagnets Chatbot
    • Chatbot Flows and Analytics
    • Creating Flow in BizMagnets
    • Send Card
      • Text
      • Media
      • Template
      • CTA URL
      • Flow
      • Location
      • Payments
      • Voice
    • Ask Questions
      • Text
      • Button Option
      • List Option
      • Address
      • Flow
      • Keywords
      • Location
      • Current Location
      • Number
      • Mail
      • Date
      • Link
      • File
    • Logic
      • Condition
      • Delay
      • Variables
      • Switch
      • Jump To
      • Replace Text
      • Check Geofence
    • Integrations
      • Connect Your System with the WhatsApp Chat Bot Using API
      • Send Your WhatsApp Data to Zoho CRM Using Chatbot
      • Send Payment Links via WhatsApp Chatbot Using Razorpay Integration
      • Connect WhatsApp and Google Sheets to Collect Responses
      • Connect Shopify and WhatsApp to Collect Orders via Chatbot
      • Send your WhatsApp data to Sangam CRM using Chatbot
      • Send your WhatsApp data to WooCommerce using Chatbot
      • Connect ChatGPT with WhatsApp in BizMagnets Chatbot
      • Send Your WhatsApp Data to Zoho Bigin Using Chatbot
      • Send Your WhatsApp Data to HubSpot Using Chatbot
      • Send Your WhatsApp Orders to ShipRocket Using Chatbot
      • Send Payment Links via WhatsApp Chatbot Using Cashfree Integration
      • Send Payment Links via WhatsApp Chatbot with Telr Integration
    • Catalogue
      • Send Products
    • Actions
      • Assign Conversation
      • Set Tag
      • Remove Tag
      • Update Chat Status
      • Update Contact Fields
      • Trigger Sequence
      • Add Notes
    • Ticketing
      • Tickets
      • Create Ticket
      • Ticket Media
      • Get Tickets
    • Appointments
      • Appointment Flow
      • Appointment Confirmation
      • Set Members
      • Reschedule Flow
    • Set Up Default Bot
    • Bot Management
    • FAQs
  • CAMPAIGN
    • BizMagnets Campaign
    • Campaign set up
    • Check and Test the Campaign
    • Campaign Analytics and Report
    • FAQs
  • WHATSAPP DRIP CAMPAIGN
    • Understanding Drip Marketing
    • Basics of Drip Campaign
    • Create New Drip Campaign
    • Drip Campaign Message Management
    • Campaign Management Options
    • Drip Campaign Analytics
    • FAQs
  • CTWA
    • CTWA in BizMagnets
    • Create your Ad Campaign
    • FAQs
  • FLOWS
    • BizMagnets WhatsApp Flows
  • Create WhatsApp Flows in BizMagnets
  • INTEGRATION
    • E-commerce Platforms
      • Shopify
        • Workflows for Shopify
      • WooCommerce
        • Workflows for WooCommerce
      • WooCommerce Cart Abandonment Recovery
    • Shipping and Logistics
      • ShipRocket
        • ShipRocket Workflows
    • Payment Gateways
      • Razorpay
        • Razorpay Workflows
      • Cashfree
        • Workflows for Cashfree
      • Stripe
        • Stripe Workflows
    • Marketing and Engagement Platforms
      • Facebook Leads
        • Send Automated WhatsApp Messages to Facebook Leads
      • WebEngage
    • Additional Integrations
      • Zoho Books
        • Zoho Books Notifications
        • Workflow for Zoho Books
      • Generic Webhooks
        • Generic Webhook Workflows
        • Connect Wix Using Generic Webhook
        • Connect Zoho Desk Using Generic Webhook
        • Connect Your Google Form Using Generic Webhook
        • Connect Contact Form 7 Using Generic Webhook
      • Calendly
        • Workflows for Calendly
      • Pabbly
    • FAQs
  • APPOINTMENTS
    • BizMagnets Appointment
    • Appointment Booking
    • Appointment Template Configuration
    • FAQs
  • TICKETING
    • BizMagnets Ticketing
    • Ticket Fields
    • SLA Policies
    • Configuration
    • FAQs
  • Field Force Tracking
    • Field Force Tracking in BizMagnets
    • Add Geofence
    • Geofence Report
  • PRICING
    • Conversation Pricing
    • Message Credits
    • Billing & Subscriptions
  • COMMERCE
    • Facebook Catalogue
    • Orders
    • Payments
      • Sending Payment Links
      • Tracking Payments
      • FAQs
  • WHATSAPP OTP
    • WhatsApp OTP Configuration
    • OTP Authentication
  • API DOCUMENTS
    • Authentication
    • Channel
    • Untitled
    • API Docs
  • ADDITIONAL DETAILS
    • Members
      • Teams
      • Roles
      • FAQs
    • Exploring Message Delivery Challenges on WhatsApp
    • New Per-user Messaging Limits on WhatsApp
    • Automations
      • Chat Inbox Assignment
      • Chat Inbox Configuration
    • Quick Replies
    • Tags
    • API Keys
    • Biz Catalogues
    • Custom Fields
    • Frequently Asked Questions
  • ANALYTICS
    • Dashboard
    • Conversation Report
    • View Insights
    • Failed Messages
  • Group 1
    • Knowledge Base
Powered by GitBook
On this page
  • Overview
  • Accessing the Sales Inbox Panel
  • Accessing the Support Inbox Panel
  • Panel Contents
  • 1. Contact Info
  • 2. Contact Attributes
  • 3. Add Custom Field Button
  • Utilization and Benefits

Contact Information & Attributes Panel

The Contact Information & Attributes panel offers a quick way to manage essential details and custom data associated with contact directly from the chat interface in the Sales Inbox and Support Inbox.

PreviousSupport InboxNextBulk WhatsApp Opt-In

Last updated 2 days ago

Overview

Clicking the Info icon toggles the visibility of this panel, enhancing context for agents, personalizing interactions, and leveraging contact-specific data within automated bot flows.

Accessing the Sales Inbox Panel

  • Navigate to an active chat in the Sales Inbox.

  • Locate and click the Info icon near the chat panel right side.

The panel will appear on the right side. Click the arrow icon again to hide the panel.

Accessing the Support Inbox Panel

  • Navigate to an active chat in the Support Inbox.

  • Locate and click the Info icon near the chat panel right side.

  • The panel will appear on the right side. Click the arrow icon again to hide the panel.

Panel Contents

1. Contact Info

Displays standard information:

  • Name: Contact's name.

  • Phone: Primary phone number.

  • Company: Associated company.

  • Opt-in: Messaging opt-in status.

2. Contact Attributes

Lists custom data fields:

  • Predefined & Custom Attributes: Attributes like 'Alternative Phone', 'Lead Source', etc.

  • Editable Fields: Edit icon for users to update values with appropriate permissions.

  • Dynamic Information: Stores specific information relevant to contact's journey.

3. Add Custom Field Button

Allows users to add new custom attributes to the contact's profile, aiding in capturing new information during conversations.

Utilization and Benefits

  • Contextual Agent Support: Immediate access to key contact details enhances personalized interactions.

  • Bot Personalization and Logic:

    • Dynamic Responses: Bots personalize messages using contact attributes.

    • Conditional Flows: Bot scenarios can change based on attribute values.

    • Data Collection: Bots save user responses as updated attributes.

The Contact Information & Attributes panel is a powerful tool for managing and leveraging contact-specific data, enhancing agent efficiency, bot personalization, and sales processes by keeping information readily accessible.