👥 Access to the Customer Module
This module centralizes all the tools necessary to manage your contact database. To access it, simply go to the left sidebar menu of the Atom platform and select the "Customers" icon.
🔍 How to search for a customer?
To find a specific user, click on the search bar located in the upper right corner of the screen. There you can track your customer by entering any of this data:
Phone number
Name and surname
Email address
🎛️ Advanced Filters
To make your search faster and more precise, you can combine the following filters:
Assigned to Bot: Shows customers who are currently interacting with an inbound bot, or those whose management with a human has already been closed and returned to the automated menu.
Agent: Find customers assigned to specific advisors (you can select multiple agents at once) or to a bot by its name.
Groups: Filter contacts being served by a particular department or group (e.g., Sales, Support).
Channels: Group and filter customers based on the social network they wrote from (all WhatsApp, Facebook and Instagram lines).
Tags: Quickly locate users based on the classification (tags) you have previously assigned to their profiles.
⚠️ Visibility Rules (Outbound Campaign Customers)
💡 Important: From this general search, you will only be able to find customers who are actively assigned to a human agent or an inbound bot.
If you uploaded or updated contacts through a bulk mailing list (Outbound campaigns), they will not appear immediately in the search.
You will only be able to find them if they meet at least one of these three conditions:
The customer responded to the campaign: Completed the initial flow and was assigned to an advisor. (Permissions note: In this scenario, the profile will only be visible in the search for the agent who has it assigned, the supervisor of that group, or an administrator).
Management was closed: The customer responded, was attended by a human, they closed the chat and the user returned to the general bot.
The campaign expired: The time limit configured for the campaign expired and the system automatically returned the customer to the bot.
🔗 Related Actions and Step-by-Step Guides
Get the most out of this module with the following instructions:
Master the management of your contact database! 🚀
Understanding how search filters and visibility rules work will allow you to quickly locate any user, speed up your agents' service, and keep your information perfectly organized. ✅