In this video, you will learn how the new user card works in Wabb
The new user card in WhatsApp Bot Builder is designed to streamline user management and enhance interaction tracking. Here's a detailed overview of its features:
1. User Information
Name and Edit Icon: At the top, the user’s name is displayed prominently. Next to it, you’ll find a pencil (✏️) icon, which allows you to edit the name. This can be useful for personalizing interactions or correcting any errors in the user’s name.
Contact ID: Below the name, the unique contact ID is displayed. This ID can be essential for integrations with other systems, allowing seamless tracking and reference for this specific user.
Three-Dot Menu (Top Right): On the top right, there is a three-dot menu. This menu provides quick actions, such as the ability to send a predefined flow directly in the chat. This feature is helpful for initiating automated responses or workflows without navigating away from the user card.
The top section of the user card displays the user’s name with an edit (pencil) icon, the unique contact ID below, and a three-dot menu in the top right for sending flows directly to the chat.
2. Actions Section
Chat Status: The current chat status is displayed with an indicator. If the chat is marked as "Closed," you’ll see a green tag with the option to "Re-open" the chat if further action is required.
Screenshot showing the "Chat is Closed" status with the "Re-open" option.
Automation Controls: Below the status, you have options to manage automation.
Pause for: This dropdown allows you to pause automation for a specified time.
Stop: Selecting this option will stop the automation indefinitely, allowing you to handle the conversation manually without interruption.
Screenshot focusing on the "Pause for" dropdown and the "Stop" button.
Assignment Options: Under the automation controls, you’ll see the assignment section.
Assign to: This dropdown lets you assign the chat to a specific team member.
Assign me: Use this button to assign the chat to yourself instantly.
Screenshot highlighting the "Assign to" dropdown and "Assign me" button.
3. Information Section
Note: You can add custom notes related to the user or conversation by selecting "Edit" next to the "Note" field. Notes can be useful for recording important details or context for future interactions.
Phone Number and Email: The user’s phone number and email are displayed here, allowing you to quickly access contact details. You can also edit these details by clicking "Edit" next to each field if updates are necessary.
Screenshot showing editable “Note” and “Email” option
4. Additional Options
Tags: Tags allow you to categorize and label conversations or users for easier organization. Add tags by clicking the plus (+) icon, which can be helpful for segmentation and targeted follow-up.
Sequences: Sequences enable you to set up automated follow-ups. Click the plus (+) icon next to "Sequences" to assign or manage any sequences for this user.
Campaigns: This section lets you associate the user with specific campaigns, which can be useful for tracking engagement or marketing efforts. Use the plus (+) icon to link the user to campaigns.
Variables: Variables allow you to store custom data for the user, which can be referenced in conversations or automations. Click the plus (+) icon to add or edit variables as needed.
Screenshot highlighting Tags, Sequences, Campaigns and Variables section with the plus (+) icon to add those details for the customer.
By understanding each component of the User Card Interface, you can manage user information, control automation, and organize data effectively. This setup helps maintain smooth and personalized interactions, ensuring a productive and efficient support experience. For more details, please consult our support team.