🚫Lists | Lists

In the “Lists” section you can add users to the white or black list to control the virtual manager's interactions with clients.

General view of the section

In the Selarti personal account go to the “Lists”.

Main elements

The table displays all created lists:

• Name — the name of the list that you set when creating it;

• List type — the specified list type: “White list” or “Black list”;

• Used in — the list of tasks where this list is used;

• Actions — icon to delete the list.

How to use lists

Black list is needed to add users who unsubscribed from mailings or asked not to be contacted.

White list is suitable for organizing work as follows — all new clients are first consulted by sales staff, and then the contact is added to the white list and further communicated with by the virtual manager.

Creating a list

To create a list go to the “Lists”, click on “Create list”.

The list creation form will open, which you need to fill out:

• Name — specify the list name for convenience;

• List type — choose one of two options:

  • White list — the virtual manager will work only with clients from this list;

  • Black list — the virtual manager will not work with clients from this list, but will process requests from all others.

• Used in all tasks — check the checkbox if the list should apply to all tasks. If the checkbox is not checked — you can select one or several tasks;

• Enter your list — list the clients.

Input format: each ID/username/phone number on a new line.

After filling in all the form fields click “Create list”.

Editing a created list

To edit an existing list — for example to add users to it, click on the list. An edit field will open, make the necessary changes there, then click “Save”.