Introduction

From wolkvox Manager, your chatbot flow can automatically send a complete contact card to a customer via WhatsApp. This card should contain detailed information such as name, phone, email, address, etc.

During an automated interaction, it is often necessary to provide the customer with the contact details of a specific person or area to continue a process. Sending this data as plain text can be error-prone and impractical for the customer.

The ideal solution is to send a contact card (.vcf), which the customer can save directly to their phone's address book with a single click. This is perfect for scenarios such as:

• Transfer to Sales: At the end of a lead qualification, the chatbot can send the contact of the assigned sales advisor.
• Technical Support: If a problem requires specialized attention, the flow can send the contact of the Level 2 support area.
• Branch Information: An informational bot can send the contact card of the nearest branch, including address, phone, and hours.

Configuration

You can send a complete contact card using the "send contact" template within the "Responder chat" component in wolkvox Studio.

Important: This functionality is exclusive to WhatsApp connectors of the "API Cloud" type.

Configuration Steps

1. Enter the Component: Within your chatbot flow, add a "Responder chat" component.
2. Go to the "Advanced" Tab: In the component's configuration panel, select the "Advanced" tab.
3. Select the Template: From the dropdown menu, choose the "Send contact (api cloud)" option.
4. Load the Structure: Click the "Load template" button. This will populate the text field with a JSON structure containing all the available fields for the contact card.

Contact Template Structure

Once loaded, you will see a JSON structure that you can modify. You can fill in the fields with static information (by typing directly) or with flow variables (e.g., $advisor_name, $support_phone).

Below is an explanation of each main field:

• name (Name): Defines the contact's full name.
  • formatted_name: The full name as it will appear.
  • first_name: First name.
  • last_name: Last name.
• phones (Phones): List of phone numbers.
  • phone: The phone number (including country code).
  • type: Type of phone, such as "WORK" (work) or "HOME" (home).
• emails (Emails): List of emails.
  • email: The email address.
  • type: "WORK" or "HOME".
• addresses (Addresses): List of physical addresses.
  • Includes subfields such as street (street), city (city), state (state), zip (postal code), and country (country).
  • type: "WORK" or "HOME".
• org (Organization): Details of the contact's company.
  • company: Company name.
  • department: Department.
  • title: Job title.
• urls (Websites): List of associated URLs.
  • url: The website address.
  • type: "WORK" or "HOME".
• birthday (Birthday): Date in YYYY-MM-DD format.

⚠️ Critical Note: The addresses (addresses) field is essential for the correct functioning of the template, even if you are not going to send an address. Do not remove this field from the JSON structure. If you do not need to specify an address, simply leave the values of its subfields empty (e.g., "street": ""), but keep the structure intact.

Example of Completed JSON

[
    {
        "addresses": [
            {
                "street": "Cra 30 # 4A-45 Of. 205 Ed. FOREVER W&L",
                "city": "Medellín",
                "state": "Antioquia",
                "zip": "050021",
                "country": "Colombia",
                "country_code": "CO",
                "type": "WORK"
            }
        ],
        "birthday": "",
        "emails": [
            {
                "email": "support@mycompany.com",
                "type": "WORK"
            }
        ],
        "name": {
            "formatted_name": "wolkvox Technical Support",
            "first_name": "Technical Support",
            "last_name": "wolkvox",
            "middle_name": "",
            "suffix": "",
            "prefix": ""
        },
        "org": {
            "company": "wolkvox",
            "department": "Technical Support",
            "title": "Support Team"
        },
        "phones": [
            {
                "phone": "+573000000000",
                "wa_id": "",
                "type": "WORK"
            }
        ],
        "urls": [
            {
                "url": "https://www.wolkvox.com",
                "type": "WORK"
            }
        ]
    }
]