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Searching for contacts is possible via Search > Contacts.
Search Contacts (image 1 of 6)What this shows Searching for contacts is possible via Search > Contacts.What this showsIllustrates the "Search Contacts" section of "Eliza Agent Platform Search Tools".This screenshot appears in the "Search Contacts" section of "Eliza Agent Platform Search Tools". The text alongside this image reads: Searching for contacts is possible via Search > Contacts. The navigation path used here is Search > Contacts. Immediately after, the guide continues: Select the location you want to search for the contacts on this screen, and EAP will list all the contacts in this location.Path: Search > ContactsImage 1 of 6What this coversSearching for contacts is possible via Search > Contacts.
Buttons and menus referencedSearch > Contacts.
Next stepSelect the location you want to search for the contacts on this screen, and EAP will list all the contacts in this location.
Select the location you want to search for the contacts on this screen, and EAP will list all the contacts in this location.
Search for contacts within the location by first name, last name, tags, phone number, and address.
Select the contact and add it to the inbox of a specific agent by clicking on Add to Conversations.
Search Contacts (image 2 of 6)What this shows Select the contact and add it to the inbox of a specific agent by clicking on Add to Conversations.What this showsIllustrates the "Search Contacts" section of "Eliza Agent Platform Search Tools".This screenshot appears in the "Search Contacts" section of "Eliza Agent Platform Search Tools". The text alongside this image reads: Select the contact and add it to the inbox of a specific agent by clicking on Add to Conversations. Immediately after, the guide continues: Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL Customer Care sub-account with the contact source field as ‘Eliza_User.’ Once the contact….Image 2 of 6What to chooseSelect the contact and add it to the inbox of a specific agent by clicking on Add to Conversations.
Buttons and menus referencedSearch > Contacts.
Next stepEliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL Customer Care sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent will have to assign it to themself or another agent manually. The sub-account audit log will show an entry for the added contact.
Add Contact
Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL Customer Care sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent will have to assign it to themself or another agent manually. The sub-account audit log will show an entry for the added contact.
Add Contact (image 3 of 6)What this shows Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts.What this showsIllustrates the "Add Contact" section of "Eliza Agent Platform Search Tools".This screenshot appears in the "Add Contact" section of "Eliza Agent Platform Search Tools". The text alongside this image reads: Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL Customer Care sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent…. Immediately after, the guide continues: If you want to engage with lead(s), choose the contact(s) and assign it to the agent from the dropdown. The contact(s) will be added to the inbox of the selected agent.Image 3 of 6What this coversEliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL Customer Care sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent will have to assign it to themself or another agent manually. The sub-account audit log will show an entry for the added contact.Next stepIf you want to engage with lead(s), choose the contact(s) and assign it to the agent from the dropdown. The contact(s) will be added to the inbox of the selected agent.Add Contact (image 4 of 6)What this shows Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts.What this showsIllustrates the "Add Contact" section of "Eliza Agent Platform Search Tools".This screenshot appears in the "Add Contact" section of "Eliza Agent Platform Search Tools". The text alongside this image reads: Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL Customer Care sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent…. Immediately after, the guide continues: If you want to engage with lead(s), choose the contact(s) and assign it to the agent from the dropdown. The contact(s) will be added to the inbox of the selected agent.Image 4 of 6What this coversEliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL Customer Care sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent will have to assign it to themself or another agent manually. The sub-account audit log will show an entry for the added contact.Next stepIf you want to engage with lead(s), choose the contact(s) and assign it to the agent from the dropdown. The contact(s) will be added to the inbox of the selected agent.
Add to Conversation
If you want to engage with lead(s), choose the contact(s) and assign it to the agent from the dropdown. The contact(s) will be added to the inbox of the selected agent.
Audit log
Select a contact to see the audit trail of all the conversations.
The audit trail will include the details about all the conversations between Eliza Agent and the contact, the disposition assigned, and the dates.
Audit log (image 5 of 6)What this shows The audit trail will include the details about all the conversations between Eliza Agent and the contact, the disposition assigned, and the dates.What this showsIllustrates the "Audit log" section of "Eliza Agent Platform Search Tools".This screenshot appears in the "Audit log" section of "Eliza Agent Platform Search Tools". The text alongside this image reads: The audit trail will include the details about all the conversations between Eliza Agent and the contact, the disposition assigned, and the dates. Immediately after, the guide continues: Conversation search gives the read-only view of the conversations between the agent and contacts via all the channels supported by the Eliza Agent Platform.Image 5 of 6What this coversThe audit trail will include the details about all the conversations between Eliza Agent and the contact, the disposition assigned, and the dates.Next stepConversation search gives the read-only view of the conversations between the agent and contacts via all the channels supported by the Eliza Agent Platform.
Search Conversations
Conversation search gives the read-only view of the conversations between the agent and contacts via all the channels supported by the Eliza Agent Platform.
Please Note:
This search can only locate contacts nurtured within the Eliza Agent platform.
Search Conversations (image 6 of 6)What this shows This search can only locate contacts nurtured within the Eliza Agent platform.What this showsIllustrates the "Search Conversations" section of "Eliza Agent Platform Search Tools".This screenshot appears in the "Search Conversations" section of "Eliza Agent Platform Search Tools". The text alongside this image reads: This search can only locate contacts nurtured within the Eliza Agent platform.Image 6 of 6What this coversThis search can only locate contacts nurtured within the Eliza Agent platform.
