Introduction

In this comprehensive overview, we explore the "Users Section" of a chatbot management platform, a vital feature that allows administrators and users to view, manage, and analyze interactions with their chatbot.

This section provides a centralized hub for tracking user engagement, customizing data views, filtering specific user groups, and utilizing segments for efficient management.

Understanding this feature enhances the ability to optimize chatbot performance, personalize user experiences, and streamline communication workflows.

Center: Detailed Breakdown of the Users Section

1. Accessing the Users Section

• Navigation: To begin, open your chatbot dashboard and locate the "Board Users" option in the left-hand menu.

• User List: Clicking this reveals a comprehensive list of all users who have interacted with your chatbot.

2. Viewing User Details

• User Interaction: Click on any user in the list to open a popup window.

• Displayed Information:

  • Name

  • Phone number

  • Email address

  • Tags (if assigned)

  • Labels (if assigned)

• Customization:

  • Users can modify visible columns by clicking on options on the right side.

  • This allows for tailored data views based on specific needs.

3. Managing and Customizing Data Columns

4. Filtering Users

• Purpose: To narrow down user lists based on specific conditions.

• Method:

  • Click the filter icon.

  • Add conditions (e.g., channel, interaction date, tags).

  • Example: Filter users from Facebook.

• Multiple Conditions:

  • Users can combine multiple filters for precise segmentation.

  • Removing filters restores the full user list.

5. Creating and Using Segments

• Definition: Segments are saved filters that group users based on specific criteria.

• Process:

  • Apply desired filters (e.g., last interaction within 7 days).

  • Click "Save as Segment".

  • Name the segment (e.g., "Recent Interactors").

  • Save for future use.

• Benefits:

  • Quick access to targeted user groups.

  • Time-saving by avoiding repetitive filtering.

  • Enhanced management of user interactions.

6. Applying Segments in Different Contexts

• Within the Dashboard:

  • Select a segment to automatically filter the user list.

• In Live Chat:

  • Apply segments as filters to target specific user groups during real-time conversations.

  • Facilitates personalized engagement and efficient communication.

7. Practical Use Cases

• Marketing Campaigns:

  • Target users from specific channels or with recent interactions.

• Customer Support:

  • Prioritize users with recent activity or specific tags.

• Data Analysis:

  • Monitor engagement trends within segments.

• Automation:

  • Use segments to trigger automated responses or workflows.

8. Summary of Key Features

Final Thoughts and Best Practices

The "Users Section" is an essential component for effective chatbot management. It empowers users to gain insights into user behavior, manage interactions efficiently, and personalize communication through segmentation. By leveraging features like customizable columns, advanced filtering, and segments, organizations can save time, improve engagement, and optimize their chatbot strategies.

Best practices include:

• Regularly updating user data and tags for accurate segmentation.

• Creating meaningful segments aligned with marketing or support goals.

• Utilizing segments within live chat for targeted conversations.

• Continuously refining filters to adapt to evolving user behaviors.

In conclusion, mastering the "Users Section" enhances the overall effectiveness of your chatbot ecosystem, leading to better user experiences and more efficient management.