How do I export a calling list of customers from Mr. AI?
Open Customer Profiles, filter the customers you want, such as those who reached a certain stage, then press Export results. Choose Calling list, keep One row per phone number on, and download the Excel file. The file contains the customers matching your current filters only.
How do I choose the right customers?
- Filter by channel, activity period and message count.
- Currently in stage finds customers at that stage now.
- Reached stage at any time accepts several stages. Choose whether a customer must have reached any of them or all of them.
What can I choose in the export window?
- Calling list starts with the columns needed for calls. All details adds everything.
- Add, remove and reorder the columns.
- Chat summary uses summaries already saved, so it uses no points. A customer without a summary gets an empty cell.
- Phone status separates real numbers from identifiers that cannot be called.
What is in the report sheet?
Excel files include a sheet that describes the export: how many customers it contains and how they are spread across your data. The file name carries your business name, the filters and the date, so you can tell your daily files apart.
Common questions
Why does the file have fewer rows than customers?
One row per phone number removes repeated numbers. Turn it off to keep every customer record.
Can a team member export?
Exporting belongs to the account manager, who sees every customer in the account.
Check the result
Filter a small group, export it, and compare the count in the export window with the rows in the file.