Contacts
A contact is created in Ally when a user interacting with the chatbot provides either their email or phone number.
Every contact is unique in Ally. No duplicate contacts are created.
Ally also adds other system-related information, such as the values of the variables collected during the conversation and information about the City, Country, Zip Code, etc.
Contact Creation
Contacts can be created in Ally in the following ways:
1. Using 'Form'
With this action block, the visitors will be able to fill out the form while having a conversation with the bot. You can define the fields of the form as per your preference.
2. Using 'Collect Input'
With this action block, the visitors will be asked to answer the questions while conversing with the bot. You can define the questions that the bot will be asking to the visitors.
3. Passing contact details via APIs
When contact details are received via API they are stored into contact variables.
Why Are Contacts Important?
Depending on the use case for which you are using the chatbot, contacts can have varying importance.
Going with the majority, if you are reading this article; it is most likely that you are using the chatbot to generate leads.
With Contacts:
You can view all the leads generated by the bot
You can filter and export the lead list for filtering or importing to CRM
Schedule reports to be sent on a daily or weekly basis
Exporting Contacts
Two ways through which you will be able to export the contacts or inquiries collected by the bot:
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