Customers & lead qualification

Your agent creates a record for every customer who messages you and keeps it current from the conversations, so you get a customer list without typing it in. This section covers customer records, tags and groups, importing and exporting contacts, customer fields, and how your agent qualifies leads and hands the serious ones to your sales team.

• Understand customer recordsHow tkana creates a record for every customer who writes to you, and how your agent keeps it up to date.
• Manage your contactsFind customers in your contact list, edit their details, add notes, and delete contacts safely.
• Import and export contactsBring your existing customer list into tkana from Excel or CSV, map its columns to your customer fields, update existing contacts by phone, and download your contacts as a CSV file.
• Organize customers with tags and groupsLabel customers with tags, and build static or smart groups to use as audiences for campaigns.
• Qualify leads automaticallySet up the Lead Qualification skill so your agent checks every new lead against your criteria and hands the hot ones to your sales team.
• Add custom fields to your customer recordsKeep your own details on every contact, such as a membership number or preferred branch, filter contacts by them, and use them in your agent, campaigns, and groups.