Campaign WhatsApp/Voice Contact Manager

Element Name: Campaign WhatsApp/Voice Contact Manager

Category: Outbound

Description: An extension module that allows for the management of specific WhatsApp/Voice contacts.

Functionality: This module creates a contact based on a session that enters Lynn's workflow from WhatsApp or Voice. It allows for adding interaction criteria or the contact's associated phone number, establishing a link between the contact and their phone number, enabling future communication with a WhatsApp user via voice call.

The following parameters need to be considered for configuration:

Configuration Fields for Campaign WhatsApp/Voice (Required)

[Name] Unique descriptor for configuration box identification within the workflow.

[Expression to specify the contact's full name] String field expression used to input the contact's name.

[Expression to specify the contact's phone number] String field expression where the client's phone number should be stored.

[Entity where the created contact's ID will be stored] Dropdown list where you need to select the output entity generated from user identification. This entity is used to identify the user or perform subsequent validations, such as adding them to a blacklist.

[Update contact's name] A Boolean field where "Yes" option allows overwriting the contact if it already exists or creating a new one. Select "No" to keep the existing contact.

Linking Contacts from Different Channels (Optional)

Note: Correlation Identifiers: (Limited to 3 correlations) a parameter that can be stored associated with each contact to link channels from different sources. Example of correlation: If a user is identified, and their identification number is requested in Lynn's workflow, this number serves as a correlation identifier to link the same user across other channels, such as various social networks. Managing this correlation will populate an internal record associated with Lynn's contact list for this application.

[Expression to specify correlation identifier 1.] Expression containing correlation identifier 1.

[Update correlation identifier 1] A Boolean field where "Yes" allows overwriting the contact if it already exists or creating a new one. Select "No" to keep the existing contact.

[Expression to specify correlation identifier 2.] Expression containing correlation identifier 2.

[Update correlation identifier 2] A Boolean field where "Yes" allows overwriting the contact if it already exists or creating a new one. Select "No" to keep the existing contact.

[Expression to specify correlation identifier 3.] Expression containing correlation identifier 3.

[Update correlation identifier 3] A Boolean field where "Yes" allows overwriting the contact if it already exists or creating a new one. Select "No" to keep the existing contact.

Implementation Example

Create an entity for specifying the client's name, capture the phone number associated with the social network, or request it as a client criterion.

-- Precondition:

Create an entity for specifying the client's name, capture the phone number associated with the social network, or request it as a client criterion.

-- Input:

[Expression to specify the contact's full name] Contact_name (Contains the client's full name)

[Expression to specify the contact's phone number] Criterio_cliente (Contains the WhatsApp phone number)

[Entity where the created contact's ID will be stored] id_creado

[Update contact's name] "No"

-- Result:

A related contact is created, allowing contact through both WhatsApp and voice. It is stored in Lynn's contact records and can be accessed through the proactive management tool.