Contacts Module

The Contacts module allows you to store information about people you communicate with via Responso. A single contact can store user data from multiple platforms.

Contacts Tab

The Contacts tab is available in the left-hand side menu under the notebook icon. This tab displays a list of all created contacts. Each entry on the list can show the following information about the contact:

  • Name โ€“ The name you assigned to the contact.

  • Senders โ€“ The accounts from which the same customer can contact you (e.g., their Facebook account, email, and Allegro nickname); this sender will also appear in the "Requester" field in the inbox when a message is received.

  • Country โ€“ The customerโ€™s country of origin.

  • Language โ€“ The language the customer uses.

  • Integrations โ€“ The platforms from which messages from this customer originate.

  • Added โ€“ The date the contact was created.

By clicking the three dots next to a contact, you can choose one of the following options:

  • Show Details โ€“ View full information about the contact.

  • Update Contact โ€“ Edit the contactโ€™s name, add another sender account, or include a note.

  • New Ticket โ€“ If the contact has an email account associated with it, you can quickly create a new ticket to send from this view.

  • Delete โ€“ Permanently delete the contact.

Adding Contacts

  1. To add a contact, go to the Contacts tab and click Add Contact. The following window will appear:

  2. Enter contact name โ€“ For example, the customerโ€™s full name. Remember that each contact name must be uniqueโ€”no two contacts can share the same name.

  3. Add senders โ€“ These are the accounts the customer uses to contact you, and they will appear in the "Requester" field in the inbox (e.g., Allegro nickname, Facebook name, or email address). You can attach as many senders as needed to a contact.

  4. Fill in the country and language of the contact.

  5. Assign integrations โ€“ Specify the platforms from which the contact communicates (e.g., Allegro, Facebook, IMAP). If you have multiple accounts integrated on the same platform, select the specific account from which the contact's messages come.

  6. Add a note if you want to include additional information.

  7. After filling in the details, click Add. Your new contact will appear on the list.

Quick Add Contact from Ticket

If a message from a new customer arrives in your inbox, you can quickly add that sender as a contact. To do this, select Quick Actions at the top of the ticket and click Add Sender to Contacts List. A new contact will be created with the senderโ€™s name, which you can later edit in the Contacts tab.

If the sender is already associated with another contact, the system will inform you and prevent duplication.

Searching for a Specific Contact

In the Contacts tab, you can use filters to quickly find the information you need, especially as your contact list grows. You can filter by name, email, or phone numberโ€”thereโ€™s no need to type in the entire name, email, or phone number; a partial match will work.

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