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.

A clients file contains client parameters (for example, phone number, first 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 your clients file.

Creating a clients file

To create a clients file, do the following:

Description of the columns

№Column nameDescription
1Phone 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.

2Client 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.

3Client 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.

You can enter names of these parameters in a script so that the bot will use parameter values in dialogues with clients.

You can also use client parameters with names that have the following format: m_n, where m is a character that is used in all parameter names and n is a number of the cell.


Ex.: the parameter with the name m_0 has the value Oliver and the parameter with the name m_8 has the value New York City.


Downloading a template of the clients file

To download a template of the clients file, do the following:

  1. 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.

You can also download a template of the clients file from the call task page:

  • Open the Call tasks page and click in the record of a call task.

  • On the call task page click .

  • Click the link in the dialog window.

    


When you open a template of the 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.


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:

Specify client parameters and their values in the clients file as shown above. Enter parameter names using Latin characters in the column headers.

  1. On the side menu click Bots – Bots.

      2. Select the script where you want to use client parameters and click .

      3. 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.

This step is not necessary if you use client parameters with names that have the following format:  m_n.

      4. Enter parameter names in a Question or Information block. Enclose parameter names in curly braces. The bot will use parameter values in a respective message.

     5. Save changes.