Contact Management system (CMS)
BIK CMS has following capabilities:
Individual customer creation
Bulk customer creation
Via excel upload
Custom contact fields(BETA)
Analytics
You can add customers from our “All customers” (https://dashboard.bik.ai/customers) section of left navigation panel
All the necessary contact fields information added can be used in real time during conversation with customer to enrich the customer data and have a successful conversation with customer from ”Inbox” window
(1) FAQs
What all means i can upload my customer data to Bik?
What all means i can upload my customer data to Bik?
Customer data can be uploaded to Bik only via excel upload today, pls use the sample format shared while uploading to ensure successful upload
Can i add any new custom contact fields?
Can i add any new custom contact fields?
Yes, new custom fields cannot be configured for your business from dashboard but can be added from your end yet. Please reach out to [email protected] to request for custom fields configuration
How to add new custom contact fields?
How to add new custom contact fields?
You can reach out to [email protected] to request for custom fields configuration
Can i generate reports & analytics using CMS
Can i generate reports & analytics using CMS
No, we cannot generate reports & analytics for CMS data as of today. We are working towards enabling intelligence on customer cohorts.
Can I import contacts from other sources, such as a spreadsheet or another contact management system?
Can I import contacts from other sources, such as a spreadsheet or another contact management system?
Yes, these can be added to BIK CMS via import on our customers window(https://dashboard.bik.ai/customers) via excel upload
Can I categorize my contacts and add custom tags to them?
Can I categorize my contacts and add custom tags to them?
No, we cannot categorise contacts today but can add custom tags to them. For custom tags/fields please reach out on [email protected]
Can I export my contacts to a file or another system?
Can I export my contacts to a file or another system?
No, we cannot export to file or another system today.
Is there a limit to the number of contacts I can store in the system?
Is there a limit to the number of contacts I can store in the system?
No, there’s no limit to contacts which can be stored in our system today
How can I back up my contacts and ensure they are secure?
How can I back up my contacts and ensure they are secure?
We are GDPR compliant and data security is one of our core principles & we take all necessary steps to ensure data is secure.
Analytics
Mobile App
Bik mobile app is an android app listed on playstore, you can download via playstore searching for “Bik” or via link below. Bik Mobile app is CRM only app, wherein you can have real time interactions with your customers via a mobile at any point of day. It doesn’t cater to our other suite of products/features which are desktop only.
(2) FAQs
How do I create an account?
How do I create an account?
Account needs to be created from web dashboard from staff management
How do I log in to my account?
How do I log in to my account?
Login credentials will be similar to web dashboard login which is mail id and otp
Can I access my data from multiple devices?
Can I access my data from multiple devices?
Yes, you can have multiple logins across devices
Can I set reminders for follow-ups across different channels?
Can I set reminders for follow-ups across different channels?
No, this is not a mobile feasible feature but same can be set up on web dashboard via snooze feature