Know your customers, not just their numbers.
All your contacts in one list. Bring in your old list at once, and with one invitation link, bring a customer into a conversation with your support team.
Contact usSign in to the console- Searchable contact list
- One-step CSV import
- Invite into a support chat
| Sara Mohammadi | sara@… | Onboarded |
| Ali Rezaei | 0912… | Invited |
| Maryam Ahmadi | maryam@… | Onboarded |
| Reza Karimi | 0935… | Not invited |
01 · CONTACTS
Every contact, in one place
Create and edit contacts, record name, email and phone, and find anyone in seconds.
- Search by name, email and phone
- Filter by status: invited, onboarded, not invited
- Each contact's status right next to the name
02 · IMPORT
Bring your old list in one go
Import the list you keep in a spreadsheet with a CSV file. A template is ready, and at the end you see what came in and what didn't.
- Template file with ready columns
- UTF-8 CSV up to 10 MB; Persian just works
- Summary: imported, skipped and errors per row
03 · INVITATIONS
From your list to a conversation with you
Email a contact an invitation link. Opening it starts a conversation with your support team, and the contact is onboarded.
Invitation link
Sent to the contact's email, with an expiry date
Conversation
In your HelpDesk chat inbox
Onboarded
The contact's status updates on its own
- Resend or revoke; a revoked link stops working
- Set the expiry and the message template yourself
- Invitation messages go out through Sufi Communication templates
04 · ACCESS
Everyone gets what their job needs
View, create, edit, delete, import and invite each have their own permission.
View and create
Sales sees the list and adds new contacts.
Import
Only people allowed to can bulk-import a list.
Invite
Sending, revoking and invitation settings, each with its permission.