How to Use Your Facebook Chatbot Contacts Dashboard to Search, Export & Delete Contacts

Below is a transcript of the Chatbot Marketing Training Course by Customers.ai and Isaac Rudansky, of Adventure Media. Get the full course here and become a messenger marketing master.

Howdy chatbot fans and welcome back.

In this section, we’re going to talk about audience insights and analytics, contacts, forms inside Customers.ai.

These are some tools and features that Customers.ai provides for you to understand what’s actually happening with your bots and to see your database and to get information about them.

So let’s go jump into Customers.ai, and we’re going to talk about contacts.

I’m going to go into the chatbot that we’re using for this course, and I’m going to go under — and I’m going into my Audience Insights section.

Down here in the left-hand menu, you have contacts, audiences, forms, and bot analytics.

Let’s go take a look first at contacts. Very straightforward, very simple, your contacts dashboard is a dashboard of all your contacts.

This – again, this is not audiences, you’re not going to be filtering out by specific attributes. This is just everybody.

You can sort by any attribute, like gender, location, etc.

If you click into any of these specific contacts, you’re going to get specific information about that specific contact, like the chat sessions that have happened for — and specific attributes that you’ve collected and attributes that Facebook has given you by default.

You’ll have the person’s name and the Facebook image that’s pulled from their Facebook profile.

Just really two essential useful things that you could do here.

One is that you have the ability to delete individual contacts by clicking the delete button over here.

And this is for GDPR compliance where they basically decide that each person has the right to be forgotten.

Therefore, Customers.ai has to have been built with the ability to totally delete a contact from your database should a specific contact request that.

So just keep that in mind, it’s unlikely that something like this will happen, but if one of your contacts requests that you delete them from your database, you can go in here, search for them using the search bar and then delete them.

The second important thing that you should know about contacts is you have the ability to export contacts.

If you click the export button, you’ll get an automatic download in CSV format of all your contacts along with all the data, all the attributes that are in the dashboard, which is a very useful thing if you want to then go and upload that into your HubSpot CRM or your whatever CRM you’re using, or you want to upload that for a customer match Google AdWords campaign, or you want to upload that for a customer match Facebook campaign, create look-alike audiences, etc.

You have all that information in the CSV format if you want to just analyze the data, do some pivot tables, do that all in Excel once you export.