General information
A clients file contains client phone numbers that are used for a call task.
Before a call task is started, make sure you attach a clients file to it or enter client phone numbers manually.
- When you enter 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-1251.
The clients file can contain different parameters (for example, phone number, first name, middle name, last name, address, etc.). If necessary you can add custom parameters. There are no limitation on the number of parameters that you can use in the clients file.
Creating a clients file
To create a clients file, do the following:
- Run a spreadsheet application.
- Create a new book and name the columns as shown below.
Description of the columns
№ | Column name | Description |
---|---|---|
1 | Phone number | A client phone number for the bot to call. Each phone number shall be entered on a separate line. A client phone number shall have the following format: 7ххххххххх or 1хххххххххх. |
2 | Client Id | A client Id in the external system. You can use any sequence of characters as a value but it cannot exceed 10240 bytes. If the value for this parameter is not specified, then the system will automatically use an arbitrary value. |
3 | Client parameters | Client parameters that are passed to the script via variables. Such variables can be used in the text of a bot's message. Each parameter value is specified in a separate column without curly braces. The parameter name is defined in the column header. When you enter a parameter name the case of characters is important. In the text of a message the name of a variable is indicated in curly braces. |
Click this link to download a template of the clients file.
Using clients parameters in a script
To add user variables to a script, do the following:
- Bring up the Add new call task dialog window and click Download template.
2. Specify client parameters and their values in the clients file as shown above. Enter names of client parameters using Latin characters in the column headers.
3. Log in to your account.
4. On the side menu click Bots – Bots.
5. Select the necessary script and click .
6. In the start block of the script specify names of parameters whose values you want to use in the script.
You need to specify a correct type for each parameter.
7. Enter parameter names in a Question or Information block. The bot will use their values in a respective message. Enclose parameter names in curly braces.
8. Save changes.