Contact segments & lists
Lists is a contact management and segmentation system within General Bots Suite. Create, manage, and segment contact lists for marketing campaigns, communications, and analytics. Lists supports both static manual lists and dynamic rules-based segments for automated contact management.
Action Description
Create Build new contact lists Edit Modify list properties and members Delete Remove unused lists Clone Duplicate lists for similar segments Merge Combine multiple lists into one
Feature Description
Manual Add Add contacts one by one Bulk Add Select multiple contacts Remove Remove specific contacts Sort Order by name, date, or custom field Filter Find contacts within list
Feature Description
Rules-Based Define inclusion criteria Auto-Update Contacts added/removed automatically Complex Logic AND/OR conditions Real-Time Instant segment updates Preview See matching contacts before saving
Feature Description
Upload Drag-and-drop or file picker Column Mapping Match CSV columns to fields Validation Check data before import Duplicate Handling Skip, update, or merge duplicates Progress Real-time import progress
Feature Description
Full Export Download entire list Filtered Export Export based on criteria Custom Fields Select specific columns Schedule Automated export schedules Format CSV, Excel, or JSON
Feature Description
Create Segment Define audience segments Combine Union/intersection of lists Exclude Remove contacts from segments Track Monitor segment changes Analytics Segment performance metrics
Shortcut Action
G then LGo to Lists NCreate new list IImport CSV EExport list /Focus search Ctrl+ASelect all contacts DelRemove selected EscClose modal
📋 New List Created
✅ List ready
📝 Name: Untitled List
📌 Type: Static
👥 Contacts: 0
🔧 Edit to add contacts and configure
09:00
Import contacts from CSV
09:05
📥 CSV Import Ready
📤 Upload your CSV file
📋 Supported columns:
- email, name, phone, company
- Custom fields supported
🔧 I'll help map columns after upload
09:05
Endpoint Method Description
/api/listsGET List all lists /api/listsPOST Create new list /api/lists/:idGET Get list details /api/lists/:idPUT Update list /api/lists/:idDELETE Delete list /api/lists/:id/contactsGET Get list contacts /api/lists/:id/contactsPOST Add contacts to list /api/lists/:id/contacts/:contactIdDELETE Remove contact /api/lists/importPOST Import CSV /api/lists/:id/exportGET Export list /api/lists/segmentsGET List all segments
