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General information
A clients file contains client phone numbers that are used for the system calls after a call task is started.
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Before a call task is started, make sure you attach a clients file to it or enter client phone numbers manually. |
- When you enter add phone numbers to a clients file, use the semicolon as a separator.
- The clients file must have one of the following encodings: UTF-8 , CP-1251encoding.
The A clients file can contain different contains client parameters (for example, phone number, first name, middle name, last name, address, etc.). If necessary you You can add custom as many client parameters as necessary. There are is no limitation on the number of parameters that you can use in the clients file.
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| title | Warning |
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When you open an empty clients file in the ".csv" format in some text editors (i.e., LibreOffice), column names in the spreadsheet application may be different from those displayed in the images below. To fix this issue make sure that the program uses the semicolon symbol (;) as a separator.
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your clients file.
Creating a clients file
To create a clients file, do the following:
- Run a spreadsheet application.
- Create a new book spreadsheet and name the columns as shown below.
Description of the columns
| № | Column name | Description |
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| 1 | Phone number | A client phone number for the |
system to call. Each phone number shall be entered on a separate line. A client phone number shall have the following format: |
1хххххххххх. | |
| 2 | Client |
| ID | A client |
ID in the external system. You can use any sequence of characters as a |
client ID but it cannot exceed 10240 bytes. If the value for this parameter is not specified, then the system will |
use an arbitrary value. | ||
| 3 | Client parameters | Client parameters that |
you can use in your scripts. The parameter name is case sensitive and defined in the column header. Each parameter value is specified in a separate |
cell without curly braces. |
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You can enter names of these parameters in a script so that the bot will use parameter values in dialogues with clients.
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Downloading a template of the clients file
To download a template of the clients file, do the following:
On the side menu click Calls – Call tasks.
2. On the Call task page click Add new call task.
3. In the Add new call task dialog window click Download template.
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You can also download a template of the clients file from the call task page:
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Using clients parameters in a script
If you add clients parameters to a script, the bot will use their values in dialogues with clients.
To add client parameters To add user variables to a script, do the following:
- Bring up the Add new call task dialog window and click Download template.
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| Информация |
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Specify client parameters and their values in the clients file as shown above. Enter parameter names |
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using Latin characters in the column headers. |
3. Log in to your account.
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- On the side menu click Bots – Bots.
52. Select the necessary script where you want to use client parameters and click 
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63. In the start starting block of the script specify names of parameters whose which values you want to use in the script.
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You also need to specify
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correct
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types of parameter values.
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This step is not necessary if you use client parameters with names that have the following format: m_n. |
4 7. Enter parameter names in a Question or Information block. Enclose parameter names in curly braces. The bot will use their parameter values in a respective message. Enclose parameter names in curly braces.
8 5. Save changes.
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