Managing Customer Contacts in iSlash AI
Think of the "Customers" section as your contact list—similar to the contacts on your phone. Each entry represents a customer, but not all customers will have an active chatroom.
Under Broadcasts Campaign, these customer contacts can be filtered out by labels.
Setup Requirements
An active iSlash AI account, get free access here.
Import Customer Contacts
Add a single customer
Go to "Customers", click "+Add".
Provide the contact information:
First Name
Last Name
WhatsApp Number
Add Customer Contacts in Bulk
Importing multiple customer contacts at once, involves the use of Excel templates.
Important Tip: To ensure customer info is imported correctly into iSlash, please export customer info from iSlash, make changes, and import the updated file to avoid errors or duplication.
To download the Excel template, find and tab on the "Export" button.
In the drop down menu, click "Customer Info" to download the Customer Info Excel template.
Sort and insert your customer contact info into the Excel template without changing the original arrangement and format.
Important Note on Phone Number Format: Use [country code + phone number]
No spaces or "+".
Example: 85298765432. (852 is Hong Kong country code, 98765432 is Hong Kong phone number)
Important Note on Phone Numbers: To Ensure No Duplicate of Phone Numbers
Once you have the updated Excel file, go to "Import", click "Customer Info"
Upload your updated Excel file, then click "Import".
System will import your customer contacts:
Updating Existing Customers' Information - please include the iSlash Customer ID.
Adding New Customer Contacts - for entries without iSlash Customer ID, system will identify the record as a new customer contact.
Important Note: If the WhatsApp number matches an existing customer contact but has no customer ID, the old record will be marked as "Out of Service", and a new customer is created.
Note: Excel Templates Functions
Related Content:
How do I check if customers data was imported successfully?
There are a few ways to confirm:
If you imported using an Excel file, a summary popup will appear showing how many records are successfully added.
You can also go to the Customer section and search by name or number to check if the data is there.
Can I delete multiple customer contacts at once?
Batch deletion is not available at the moment. However, you can delete customer contacts one by one.
I imported the same contact number with a different name. What will happen?
If you import a contact number that already exists in the system but with a different name, the existing contact will remain in the database. However, it will be automatically labeled as "Out of Service" to help you identify duplicates or outdated entries. You may update or manage the contact manually if needed.
Can I import Facebook and/or Instagram Customer Listing?
The ID shown in iSlash AI Platform is a special ID specifically used between Facebook users / IG users and iSlash.
Facebook uses this approach to a certain extent to protect user privacy.
While there are unofficial methods in the market to bypass this, but iSlash AI follows the official approach provided by Meta.This is part of Facebook’s privacy protection mechanism. Without it, everyone’s Facebook would be receiving even more spam messages than it already does.
The unofficial methods out there could potentially cause customer data to leak or lead to other issues.