> For the complete documentation index, see [llms.txt](https://docs.bodt.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bodt.io/contacts.md).

# Contacts

### Overview

The Contact Module manages customer information by creating, viewing, and exporting contact data as customers initiate chats. Key Features:

1. **IP Address Location**: Identifies the IP address for state, country, and province.
2. **Contact Data Synchronization**: Collects and updates contact information through a form in the chat.
3. **Contacts Management**: Provides a contacts section where agents can view and manage contacts for each project.
4. **Contact Export**: Enables agents to export contacts based on a date filter, generating a CSV file stored on AWS S3 and cleaning up local storage.

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### Features

#### 1. Contact Creation

* **Description**: When a new customer initiates a chat, a new contact entry is automatically created.
* **Agent-Project Relationship**: An agent can belong to multiple projects, and each project can have multiple contacts.

#### 2. IP Address Location

* **Description**: The contact module locates the IP address details for better contextual understanding, mapping the IP to:
  * **State**
  * **Country**
  * **Province**

#### 3. Contact Data Synchronization

* **Description**: A form integrated into the chat collects additional information from the customer, filling any gaps in our contact records.
* **Data Sync Process**:
  * Contact-specific questions are asked to gather missing information.
  * The contact module automatically updates records with this information.

#### 4. Contacts Section

* **Description**: A dedicated section where agents can view and manage contacts associated with a project.
* **Contact Screen**: Displays a list of all contacts for the selected project, showing key details for easy access and management.

#### 5. Contact Export

* **Description**: Agents can export contacts using a date filter. The process triggers a job that generates a CSV file with contact data within the specified date range.
* **Export Process**:
  1. **Trigger Export Job**: When the export is initiated, a background job is triggered.
  2. **File Delivery**: Upon completion, the CSV file is sent to the agent via email or a notification.
* **Note**: Due to processing time, there may be a delay from export initiation to file delivery.

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### FAQs

**Q1: How long does the export process take?**

* The time may vary depending on the amount of data to export. An email/notification is sent once the process completes.

**Q2: Can an agent see contacts from other projects?**

* No, agents only have access to contacts within projects they are assigned to.

**Q3: How is data synced from the chat form?**

* The chat form collects specific details from customers and automatically syncs this information to update the contact's record.

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