Contacts Agent
I convert an unknown number into a file with history, labels and an assigned owner.
Five things, and nothing more.
- 01
Create the contact with the phone as identity, without duplicates.
- 02
Registers the input channel and the originating campaign when it exists.
- 03
Apply tags from your organization's taxonomy, never invented.
- 04
Assign a human owner according to the rule you define.
- 05
Update the profile as the conversation reveals new information.
What it comes to, and with what permission.
Enter, decide, execute and be registered.
"Hello, I'm Mariana, I come from the Instagram campaign."
Find the phone in the directory; It does not exist, so it is necessary to create a profile.
Create the contact with channel, campaign, “New lead” label and assigned manager.
Contact Agent created the profile and applied 3 tags · 6 seconds ago
binnacleHe never works alone.
The operations that rely on it.
Home services
Workshops, cleaning, plumbing, removals
Quote with photos via WhatsApp and schedule visits by area, by hand.
View operation →Sales teams
B2B, real estate, automotive, insurance
The campaign leads reach a number that is reviewed by whoever can.
View operation →Nobody ever asks who that number is again.
Connect your number and see how the file of the person who wrote to you yesterday looks like.
See the full team