Eliza Agent Platform Search Tools

Modified on: Thu, 4 May, 2023 at 12:06 PM

This Article covers how to use the Eliza Agent Platform Search tools to utilize its features best.

Covered in this Article

Search Conversations

Related Articles

Eliza Agent Platform Introduction and FAQs
Eliza Agent Platform Settings within the CRM

Eliza Agent Platform Settings

Eliza Agent Platform Dashboard

Eliza Agent Platform Conversations

Search Contacts

Searching for contacts is possible via Search > Contacts.

Select the location you want to search for the contacts on this screen, and EAP will list all the contacts in this location.

Search for contacts within the location by first name, last name, tags, phone number, and address.

Select the contact and add it to the inbox of a specific agent by clicking on Add to Conversations.

Add Contact

Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent will have to assign it to themself or another agent manually. The sub-account audit log will show an entry for the added contact.

Add to Conversation

If you want to engage with lead(s), choose the contact(s) and assign it to the agent from the dropdown. The contact(s) will be added to the inbox of the selected agent.

Audit log

Select a contact to see the audit trail of all the conversations.

The audit trail will include the details about all the conversations between Eliza Agent and the contact, the disposition assigned, and the dates.

Search Conversations

Conversation search gives the read-only view of the conversations between the agent and contacts via all the channels supported by the Eliza Agent Platform.

Please Note:

This search can only locate contacts nurtured within the Eliza Agent platform.