CRM (Contacts / Tags / Fields)
Organize contacts, apply tags, custom fields, segments.
Filtering Your Contacts in ChatDaddy
The Filter feature in ChatDaddy provides a powerful way to manage your client list by segmenting contacts based on various attributes, such as tags, messages sent, and more. This m…
Contacts Video Walkthrough
Checkout this Video Walkthrough of contacts: Video
How to Import Contacts into ChatDaddy: A Step-by-Step Guide
Importing contacts into ChatDaddy allows you to easily manage and engage with your customers or audience through WhatsApp. By importing your contact lists, you can streamline your…
Email Broadcast Template
- When to use this template: Use the Email Broadcast Template when importing contacts to whom you intend to send email broadcasts through ChatDaddy. This template is specifically d…
How to import contacts in ChatDaddy
Importing contacts into ChatDaddy helps you quickly build your audience for broadcasting. This guide explains the step-by-step process for importing contacts, as well as how to cus…
How to Use the Merge Contacts Feature in ChatDaddy
ChatDaddy provides a built-in Merge Contacts feature that helps you automatically detect and combine duplicate contacts to keep your database clean and organized. Follow the steps…
How to bulk reassign contacts to a different teammate
Need to quickly move contacts from one teammate to another? ChatDaddy makes it easy to bulk reassign contacts so your team stays organized and efficient. Go to https://app.chatdadd…
How to export contacts from ChatDaddy
Exporting contacts from ChatDaddy simplifies contact list management by allowing users to extract their contacts, along with associated tags, custom fields, and field data for exte…
How to move tickets within CRM boards
You have three options for updating a ticket stage: Video 1. Navigate to the CRM Page. 1. Locate the ticket whose stage you want to update. 1. Click on the current stage of the tic…
How to create/update tickets automatically through message flows
To create, update, and manage tickets automatically without manual intervention, you can utilise triggers and app nodes in the message flow module.
App Nodes for Ticket Management
- Create Ticket App Node: Allows you to automatically create new tickets. Learn more - Update Ticket App Node: Enables you to update existing ticket details. Learn more - Stop Tick…
Triggers for Ticket Management
- Ticket Created Trigger: Activates when a new ticket is created. Learn more - Ticket Updated Trigger: Triggers upon updating an existing ticket. Learn more This feature allows for…
How to filter contacts based on tickets in inbox
Video To filter tickets in the inbox, follow these steps: 1. Navigate to the Filter Section - Go to the filter section in the inbox. 1. Filter by Specific Board Stage - Select the…
Option 1: Create a Ticket from the CRM Page
Video 1. Navigate to the CRM page. 1. Locate the plus icon above each board stage. 1. Click on the plus icon to create a ticket in that stage. 1. You will be prompted to select a c…
Option 2: Create a Ticket from the Inbox Page
Video 1. Navigate to the inbox page. 1. Locate the create ticket icon on the top right. 1. Click on the create ticket icon. 1. You will be prompted to select the board and stage, a…
Option 3: Create a Ticket Using Triggers and App Nodes in Message Flows
1. Use triggers and app nodes within your message flows to automate the creation of new tickets. 1. For detailed instructions, refer to the documentation on using triggers and app…
How to create and manage CRM boards?
Video CRM and Ticketing System is designed to help users create and manage tickets efficiently. The mode offers various functionalities such as adding custom fields, editing board…
One Ticket Per Contact: Simplify Your CRM Management
Imagine this: Your customer support team is managing tickets in your CRM, and every time a customer interacts with your business, a new ticket gets created. Now, instead of resolvi…
What are Custom Fields?
Video Custom Fields let you create and personalize data for each contact, making communication easier. - Create Custom Parameters: Set unique parameters for individual contacts. -…
Types of Custom Fields
- Text: Store textual information. - Number: Record numerical values. - Link: Save URLs for easy access. - Attachment: Attach files directly to contacts. - Single Dropdown: Choose…
How to add tag in conversation logs:
1. Go to your Inbox. 1. Open a specific conversation log. 1. Select "+ Add Tag" and choose the desired tag(s) to assign to the contact. !Image 1. Access your Inbox. 1. In the conve…
How to Delete Tags?
Follow these steps to delete tags in your account: 1.1 Go to the Contacts page in your account. !Image 1.2 Locate and click on the three dots (usually found at the top-right corner…
How to Tag a Contact in the Contacts page?
You can manually manage tag to individual contact.
How to Tag a Contact by Message History?
The Tag by Message History feature allows you to automatically assign tags to contacts based on specific keywords found in your chat history. This helps you categorize contacts eff…