3.15.3 Operational Details

• Usage Instructions:
  • Accessing the Bot Users Module:
    • Navigate to Bot Space → Bot Users from the sidebar menu.
  • Viewing Users:
    • Upon accessing the module, a list of all users who have interacted with the chatbot will be displayed.
    • Each user entry will include details such as User ID, Name, Email, Phone Number, Interaction History, and User Type.
  • Filtering Users:
    • Use the Quick Filter options at the top of the user list to filter between Guest Users and Customers.
    • Selecting Guest Users will display users who interacted without authentication.
    • Selecting Customers will display authenticated users.
  • Searching for Specific Users:
    • Utilize the Search Bar to input keywords or identifiers (e.g., email address, phone number) to locate specific users.
  • Editing User Information:
    • Locate the user you wish to edit in the user list.
    • Click the “Edit” button associated with the user entry.
    • A form will appear allowing you to update the Name, Email, and Phone Number fields.
    • Validation:
      • Ensure that the Email field contains a valid email address.
      • All fields marked as required must be filled to proceed.
    • Click the “Save” button to apply the changes.
    • Error Handling: If any validation fails (e.g., invalid email format), an error message will prompt you to correct the input.