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People who opt-in to your chatbot by interacting with it are considered bot users. These become contacts inside of your chatbot channel and during the course of a single or multiple conversations, the chatbot will be able to gather information about them to give you more insights into your audience.
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Creating a new user means adding a single user manually whereas Import means you can do this in bulk by means of a CSV file.
Creating and Using Segments in Your Platform
Creating segments based on filtration criteria allows you to retrieve user data efficiently without repeatedly applying the same conditions. This doc will guide you through the benefits and steps of creating and using segments on your platform.
Why Use Segments?
Efficiency: Save segments based on specific conditions and fetch results faster in the future without reapplying those conditions each time.
Convenience: Once created, segments are available for future use, simplifying data retrieval processes.
Steps to Create a Segment
Define the Condition: Set the filtration criteria to segment users based on attributes like tags, location, etc.
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Save the Segment: Name the segment for easy identification and future use.
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Access the Segment: After saving, the segment appears under bot users, ready for future use.
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Using Segments in Live Chat
You can filter users in live chat based on the created segments, ensuring you focus on specific user groups when interacting in real time.
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Applying Segments in Flow Builder
Segments can be applied as conditions in the flow builder, allowing you to tailor the user experience based on predefined user groups.
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Customizing the User Interface
Field Visibility: To streamline the interface, show or hide fields related to bot users, such as name, avatar, email, country, etc.
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Field Placement: You can adjust the position of fields up or down to organize the user data display according to your preference.
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Importing Users
The final result of an import may take time for large user lists. The progress and outcome of the import job will be displayed in the Tools section under export jobs.
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