ZazzyAgent Subscriber Manager | Complete Guide to Customer Management
The Subscriber Manager is where you manage the people who interact with your connected channels.
It gives you a central place to view customer information, organize subscribers, manage labels and custom fields, assign sequences, open conversations and perform bulk actions.
For a growing business, understanding the Subscriber Manager is just as important as understanding the chatbot itself.
What is a subscriber?
A subscriber is a person who has interacted with your connected channel and is available in the relevant subscriber list.
Depending on the channel, the available subscriber information can include things such as:
Name
Phone number
Subscriber ID
Subscription information
Custom fields
Labels
Sequences
Conversation information
User Input responses
The exact information available depends on the connected channel and the data collected.
Where do I find Subscriber Manager?
Open the relevant subscriber management area from the ZazzyAgent dashboard.
Your connected channels can have their own subscriber lists.
For example, your WhatsApp subscribers are managed separately from your Instagram subscribers.
The layout and available controls can vary by channel.
Subscriber list
The subscriber list gives you an overview of customers.
A row can contain information such as:
Phone number
Name
Subscriber ID
Subscription/created information
Last updated information
Available actions
You can open an individual subscriber to view more information.
Open a subscriber profile
Click a subscriber to open their profile.
The profile gives you more detailed information about the customer.
Depending on the available channel and configuration, you may see:
Customer details
Labels
Custom fields
Sequence information
Input Flow responses
Conversation access
This makes the profile useful when a human agent needs to understand the customer before responding.
Open the customer's conversation
From the subscriber record, you can open the relevant conversation or live chat.
This is useful when you need to see:
What the customer asked
What automation has already done
Previous replies
Information the customer provided
Whether a human agent should take over
For more information about human conversations, see ZazzyAgent Shared Inbox: Manage Customers and Human Handoffs.
Labels
Labels let you classify customers.
Examples:
New Lead
Qualified Lead
VIP
High Intent
Follow-up Required
Interested in Product A
You can use labels for organization, filtering and supported automation.
See How to Use Labels in ZazzyAgent to Organize Customers.
Custom fields
Custom fields store actual customer information.
Examples:
City: Mumbai
Budget: ₹50,000
Product Interest: Enterprise
Labels and custom fields have different purposes.
Use a label for classification.
Use a custom field for a specific value.
See ZazzyAgent Custom Fields: How to Store Customer Information.
Sequences
A subscriber can be associated with sequences as part of your automation.
For example:
New Lead
→ Sales Follow-up
You can use the Subscriber Manager to inspect sequence-related customer information and perform supported sequence actions.
See WhatsApp Sequences: How to Create Automated Follow-Ups.
Search subscribers
Use the search functionality to find a particular customer.
Search can be useful when you know:
Customer name
Phone number
Other searchable subscriber information
Searching is much faster than manually scrolling through a large database.
Filter subscribers
Filtering is useful when you don't know the exact customer but know something about them.
For example:
Show customers with the label VIP.
Or:
Show customers with a particular custom-field value.
Or:
Show customers associated with a particular sequence.
Multiple filters can be combined depending on the available Subscriber Manager options.
The current subscriber-management workflow supports filtering using subscriber attributes, labels, sequences and custom-field information.
Think of filters as dynamic audiences
A useful mental model is:
Search finds a person.
Filters find a group.
For example:
Search
Rahul
Filter
All VIP customers in Mumbai
The second is much more useful when preparing a campaign or support workflow.
Bulk selection
You don't always need to manage customers one at a time.
You can select multiple subscribers from the list.
This lets you perform supported bulk actions.
Examples include:
Assign labels
Assign sequences
Delete subscribers
Export data
The current Subscriber Manager documentation confirms bulk selection and batch actions.
Assign a label to multiple subscribers
Suppose you imported 500 customers who attended an event.
You can filter the relevant customers, select them, and assign a label such as:
Webinar Attendee
This saves considerable manual work.
Assign a sequence to multiple subscribers
You can also use bulk actions to assign a sequence to a selected group where supported.
Example:
100 new leads → Sales Follow-up
This is useful when you already have an audience and want to start a common automation journey.
Export subscribers
You can export subscriber information for purposes such as:
Backup
Reporting
CRM work
Data analysis
Migration
The available export format depends on the current ZazzyAgent functionality.
Import subscribers
Supported WhatsApp subscriber workflows can allow bulk importing of customer information.
This is useful when you already have customers stored elsewhere.
See How to Import WhatsApp Contacts from Google Sheets.
Create a WhatsApp subscriber manually
Where the WhatsApp subscriber manager provides manual subscriber creation, you can add a customer using their phone number and available optional information.
This can be useful for:
Offline leads
Leads from another source
Customers received through another channel
Manual data entry
View User Input responses
If your chatbot collected information using User Input, you can inspect those responses from the subscriber information.
For example, a customer may have provided:
Name: Rahul
Budget: ₹30,000
Product: Laptop
This lets your team understand information captured during automation.
Delete a subscriber
Deleting a subscriber is a significant action.
Before deleting a record, confirm that you actually want to remove the customer information according to your business's data-retention requirements.
Don't delete customers simply because they are inactive.
Subscriber Manager as your customer database
Think of Subscriber Manager as the operational customer layer of ZazzyAgent.
Your customer interacts with the chatbot.
↓
ZazzyAgent collects information.
↓
Subscriber Manager stores and organizes that information.
↓
Labels, custom fields and sequences help you act on it.
Example: New lead
Customer:
I'm interested in your Enterprise plan.
Your automation can:
Save the customer's information.
Add
Interestedlabel.Save budget to a custom field.
Start a sequence.
Route the customer to sales.
The subscriber profile then becomes a useful record of the relationship.
Example: Existing customer
Customer:
I need help with my order.
The subscriber profile may already contain:
Name
Customer information
Labels
Previous interactions
Custom fields
Your support agent doesn't have to start from zero.
Subscriber Manager vs Shared Inbox
These modules have different purposes.
Subscriber Manager
Customer records and organization.
Shared Inbox
Active conversations and team support.
Use Subscriber Manager when you need to understand or organize the customer.
Use the inbox when you need to handle the conversation.
Subscriber Manager vs Broadcast
Subscriber Manager helps you define the audience.
Broadcasting sends the campaign.
A common workflow is:
Subscriber Manager
→ Filter audience
→ Identify target customers
→ Broadcast
See How to Create a WhatsApp Broadcast in ZazzyAgent.
Keep customer data clean
A growing subscriber database should be maintained.
Review:
Duplicate records
Incorrect phone numbers
Old labels
Outdated custom-field values
Unused sequences
Unnecessary subscribers
Clean data makes every downstream automation easier.
A simple way to think about Subscriber Manager
Customers
↓
Subscriber Manager
↓
Profiles
Labels
Custom Fields
Sequences
Conversations
↓
Automation / Broadcast / Support
Once you understand this module, the rest of ZazzyAgent's customer-management features make much more sense.