Initial concepts
So, what we can do with the Platform?
How do I know if my company needs a chatbot?
Register and login
First Steps - Creating your project
Choose your plan
Profile
Permissions system
Project Dashboard
Platform's Glossary
2-Factor Authentication
Invalid authentication code
General settings
Artificial Intelligence
Weni Brain
Zero Shot Learning
WeniGPT
What is the Weni Platform's AI Module?
Overview
What is an Intelligence?
Intents and Entities
Hands-on
Creating an Intelligence
Training your Intelligence
Intelligence Force
Tests
Inbox
Translating your dataset
Share your AI with translators
Requesting authorization
Versions
Settings
Integration
Integrate an intelligence to your project in the Weni Platform
Introducing the Content Intelligence
Integrating a Content Intelligence
Updates
Glossary
Guidelines and Good practices
Flows
Expressions and Variables Introduction
Variables Glossary
Expressions Glossary
Flows Creation
Flows introduction
Flow editor and tools
Action cards
Decision cards
Adding Media to the message
Call Webhook: Making requests to external services
Split by Intent: Using Classifiers
Import and export flows
Using expressions to capture the user's location
Viewing reports on the platform
Route markers
Studio
Contacts and Messages
Groups
Messages
Triggers and Campaigns
Adding a trigger
Triggers Types
Tell a flow to ignore triggers and keywords
Campaign introduction
How to create a Campaign
Editing events
Creating contact from an external Webhook
Contact history
How to download, extract, transform and combine archived data from Weni Flows
Channels
Settings
Channels Introduction
Adding a Facebook Channel (RapidPro)
Adding a Viber channel
How a SMS Integration Works
General API concepts and Integrations
How to create a channel on twitter
How to create a channel on Instagram
Main steps to active Whatsapp for UNICEF
Adding Discord as a channel
Creating a Slack Channel
Adding a Viber channel (RapidPro)
Creating a Microsoft Teams channel
Weni Integrations
How to use the integrations module
Adding a Web channel
Adding a Telegram channel
How to create a channel with whatsApp demo
Whatsapp: Weni Express Integration
How to create template Messages: Whatsapp
Creating a Microsoft Teams Channel
Whatsapp Business API
Integrations
Human Attendance
Weni Chats: Introduction to the Chats module
Weni Chats: Setting Up Human Attendance
Weni Chats: Human Service Dashboard
Weni Chats: Human Service Management
Weni Chats: Attendance distribution rule
Weni Chats: Using active triggering of flows
Weni Chats: CoPilot
Ticketer: Ticketer on Rapid Pro
Ticketer: How to integrate Rocket.Chat as a ticket service on the Weni Plataform
How to send message templates through RocketChat
RocketChat call routing
RCAdmin API: Agent-Activity
U-Partners - Proper use of features
Using groups to organize human attendance
Data and BI
How to Install and Use the Weni Data Connector for Power BI
Incremental Update - Power BI
Explore Weni's Database Documentation
Tips for Data Modeling in Power BI
Filter using Contact Fields in Power BI
UX Writing
- All Categories
- Studio
- Contacts and Messages
- Contacts Introduction
Contacts Introduction
Updated by Manu da Silva
Here are all the people you want to keep in touch with. There are two ways for a user to become a contact on the platform:
- Actively send a message to some channels registered by the organization.
- Through the Import contacts button that allows the import of a spreadsheet (which must follow specific rules) with contacts that do not yet interact with the platform.
To access this information, enter your project and click the "Studio" module in the left side menu.
By selecting the "Contacts" option you will come across the following features:
- Import Contacts: button to import a spreadsheet (with some construction rules) with external contacts for the platform. If the user is in this spreadsheet, Push recognizes him and manages to treat him by the name registered since the first message sent by the platform.
- Create Contact: button to create contact, where we can create a new contact from scratch within the platform;
- Create Group: button to create group, where we can create a name for a group of contacts;
- Groups: list of groups, with the respective groupings created in that organization. They can be Static Group (when we add the contact manually or by flows) and Dynamic Group (search bar that uses specific expressions and “automatically” add the search result in the group);
- Individual Contact List: all the information that the platform has about the user;
- Manage Fields: button to create contact fields, where we can create different fields for contact information;
- Export: button to export, where we can export all the contacts of the organization;
- Personalized Search Field: where we can build queries to search for contacts, either by name, field or even logical rules.