How to Import Contacts

How do I add contacts? Does Avochato support bulk import? https://youtu.be/PzqsJUrZrdc It's simple to add contacts individually or in bulk (via .CSV) with Avochato. To add contacts, go to the Contacts view within the left sidebar in Avochato: Next, in the upper-right hand corner, select "Import" (for bulk…

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Why Aren’t my Contacts Uploading?

The easiest way to add contacts into your Avochato account is via .CSV upload. There are several reasons why a contact upload might fail or produce unexpected results. Incorrect File Type Contact import lists must be .csv (comma delimited values) files. If you attempt to import a list…

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Contact Actions

Keeping an active and updated contact list is important. We have a number of features that help you accomplish this.  Here are the actions you can take on the individual contact page in Avochato (Contacts tab > Select Contact > Click “Actions”):  BlockPrevents calls or texts from either…

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Error Codes

There are a variety of reasons why you may see an error message underneath your message or within the Logs tab in Avochato. If you hover over the error, you will be provided a short description: Here is a breakdown of the most common error codes you will…

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Using Filters & Sort

Avochato allows you to sort and filter your inbox by a number of variables to make it easier for you and your team to view relevant conversations. What can I filter by? Status: New, Open, Closed, or PendingAssignee: Which user the ticket is assigned toChannel: SMS, Live Chat…

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What are Tags?

Tags allow you the ability to customize and organize your contact list into manageable groups. You can tag each contact with as many or as few tags as you like. Tagging also provides a useful way to keep track of which contacts to send broadcasts to. Best practices…

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Office Hours Based On Agent Availability

In Avochato, you can configure office hours to fit your business requirements. By default, office hours will respect the schedule that you set up under Settings > Office hours. If you utilize our auto-assignment roster, you can have office hours adhere to your team's availability. When the below…

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What are Unaddressed Conversations?

Unaddressed conversations are an organizational feature in Avochato to help keep track of tickets that need your attention and those that do not. To the left of each ticket in the “Messages” tab is a yellow flag that can be manually toggled on and off. A ticket becomes…

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How to Search Contacts

Avochato allows you to use special search parameters to isolate contacts based on Tags, Field Values, Broadcast audience and more. Searches can be initiated within the Contacts tab of Avochato, and follow a common set of logic and search patterns. Search by Tags Using the following syntax (case…

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How to Configure Notifications

https://youtu.be/9LlO0O5FO8s Notification settings can be configured by clicking the person icon in the top right of Avochato and then “Edit Profile”. Notifications are configured per user, not per account. Email Notifications You can receive email notifications for the following events: Receiving inbound text messagesReceiving inbound phone callsReceiving a…

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