Merge Bot Users

The Merge Bot User feature is a powerful tool for managing user profiles efficiently. By consolidating duplicate profiles, it ensures that all chat histories, attributes, and data are unified, providing a seamless experience for both users and administrators. Whether you need to tidy up your user database or automate the process, this feature streamlines user management and enhances data accuracy.

"Merge Bot User"

The Merge Bot User feature lets you combine two user profiles into one. This merges chat histories, attributes, and other data, which is particularly helpful for eliminating duplicate users and ensuring all information is consolidated under a single profile.

"How to Use the Merge Bot User Feature"

"Steps to Merge Users:"

1. Open the Bot User Profile

2. In the Live Chat interface, find the user you wish to merge by selecting their profile from the list of conversations.

3. Click on the user’s name to open their profile.

4. Access the Merge Option

5. In the user profile panel, locate the three-dot menu (⋮) in the top-right corner.

6. Select Merge Bot User from the dropdown menu.

1. Select the Secondary User

2. In the Merge Bot User dialog box, the chosen profile will automatically be set as the Primary User on the left.

3. Use the Choose User dropdown under Secondary User to pick the user you want to merge with the primary one. The secondary user’s data will be integrated into the primary profile.

1. Review Details Before Merging

2. Before finalising the merge, decide whether to delete or retain the Secondary User profile after merging.

3. Check all details carefully, as the merge process cannot be undone.

4. The dialog box will display data from both users for comparison, allowing you to confirm the profiles being merged.

5. Complete the Merge

6. After reviewing, click the Merge button at the bottom right of the dialog box.

7. A confirmation light box will appear with the message: "All relevant data from the Secondary User will be transferred to the Primary User." You can then choose to Cancel or Confirm the merge.

"Important Notes:"

• Merging is Irreversible: Once merged, this action cannot be undone. Make sure both profiles are verified duplicates before proceeding.

"Automating the Merge using Bot User API Action Node"

You can automate the merging of duplicate bot users by using the Bot User API action node in your flow. This automation identifies and merges duplicates based on specific criteria, such as matching email addresses or phone numbers.

"Steps to Set Up the Automation:"

1. Create a New Flow

2. In the Flexito OmniAI platform, create a new flow or open an existing one where you want to add the merge action.

3. Add the Bot User API Action Node

4. Before the Condition node, add an Action node and select Bot User API as the action type to search for duplicated bot users.

1. Add a Condition Node

2. Insert a Condition node to check for duplicate users. This involves comparing values like email or phone numbers between the current user and others in the system.

1. Add the Bot User API Action Node

2. After the Condition node, add an Action node and select Bot User API as the action type.

3. Set the Action to "Merge Bot User."

1. Configure the Merge Bot User Settings

2. In the Bot User API action node settings:

3. Provide the Secondary Bot User Ns (the duplicate user profile to be merged).

4. Choose whether to Delete after merged to automatically delete the secondary user after merging.

1. Publish the Flow

2. Once configured, publish the flow. You can set up this flow to be triggered by your choice, enabling automatic merging of duplicate bot users whenever the specified conditions are met, ensuring a streamlined and unified user database.