Operator — BroadcastUsers Scenarios Hub
A page for operators working with the client database. Here you can quickly find a client, open their card, and perform bulk actions without unnecessary navigation. Below are instructions for search, viewing cards, and group operations.
Quick Overview
High-Level Goals and Scenarios
Client Search and Viewing
Goal — quickly find the needed client among the entire database and get complete information about them.
- Find client — how to quickly find a client by name, phone, email, ID, or Chat ID. → ./how-to/search-client.md
- View client card — how to open detailed information about a client and their communication channels. → ./how-to/view-client-card.md
- Filter clients — how to find a group of clients by various criteria, including Registered contact. → ./how-to/filter-clients.md
- View visitors without a profile — how to enable Without Contacts and view visitors who do not yet have a client card. → ./how-to/view-visitors-without-contacts.md
Working with Client Card
Goal — get complete information about a client and their interactions with the system.
- View client card — same card as in Operator Panel when viewing a dialog. → ./how-to/view-client-card.md
- View client channels — how to see all client communication channels and navigate to dialogue. → ./how-to/view-client-channels.md
- Search and merge similar contacts — find duplicates by phone/email and merge into one card. → ./how-to/search-and-merge-similar-contacts.md
- Edit client data — how to update information about a client (name, email, phone). → ./how-to/edit-client-data.md
- Manage subscription to mailings — how to enable or disable receiving mailings for a specific channel. → ./how-to/manage-subscription.md
Bulk Actions
Goal — perform operations with groups of clients for efficient work.
- Send broadcast to selected clients — how to send a message to selected clients. → ./how-to/send-broadcast-to-selected.md
- Export client data — how to download information about clients to a file for analysis. → ./how-to/export-clients-data.md
Where to Work in the Interface
Main work with clients happens in the Clients module:
- Clients module:
Menu -> Clients— here you see the entire client database and can perform operations with clients. - Clients table: main interface for search, filtering, and client selection.
- "Details" side panel: for viewing and editing information about a specific client.
Quick Links
Search and Viewing
Working with Card
Bulk Actions
Concepts and Principles
- About registered contacts and visitors without a profile — difference between the Registered contact column and Without Contacts mode
- Why Does One Client Have Many Channels?