General information
A clients file contains client phone numbers that the system calls after a call task is started.
Before a call task is started, make sure you attach a clients file to it or enter client phone numbers manually.
- When you 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-1251.
The clients file contains client parameters (for example, phone number, first name, middle name, last name, address, etc.). You can add as many client parameters as necessary. There is no limitation on the number of parameters that you can use in the clients file.
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 images below. To fix this issue make sure that the program uses the semicolon as a separator.
Creating a clients file
To create a clients file, do the following:
- Run a spreadsheet application.
- Create a new spreadsheet and name the columns as shown below.
Description of the columns
| № | Column name | Description |
|---|---|---|
| 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 bot will use their values in dialogues with clients. The parameter name is case sensitive and defined in the column header. Each parameter value is specified in a separate cell without curly braces. |
Click 
this link to download a template of the clients file.
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 a script, do the following:
- On the side menu click Calls – Call tasks, open 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 parameter names using Latin characters in the column headers.
3. On the side menu click Bots – Bots.
5. Select the script where you want to use client parameters and click 
.
6. In the starting block of the script specify names of parameters which values you want to use in the script.
You also need to specify correct types of parameter values.
7. Enter parameter names in a Question or Information block. Enclose parameter names in curly braces. The bot will use their values in a respective message.
8. Save changes.
