Adding, managing, and looking up your customer records
4.1 How Do I Add a Customer?
Simply tell the bot the customer’s name. Phone and email are optional:
“Add customer Amaka”
“Add customer John Doe, phone 08012345678”
“New customer: Bisi Adeyemi, email bisi@gmail.com, phone 09011112222”
4.2 How Do I Add Multiple Customers at Once?
List them in a numbered format:
Add these customers: 1. Emeka Okafor 2. Fatima Aliyu, phone 08099887766 3. Chukwudi Eze, email chukwudi@shop.com
4.3 How Do I View My Customer List?
“List customers”
“Show all customers”
“My customers”
4.4 How Do I Update a Customer’s Details?
For phone or email changes:
“Update Amaka’s phone to 08055554444”
“Change John Doe email to john@business.com”
For name changes (renaming a customer):
“Rename customer Amaka to Amaka Obi”
“Change customer name from John to John Adewale”
⚠️ Use “rename” for name changes and “update” for phone/email changes. The bot treats these differently.
4.5 How Do I Export My Customer List to Excel?
“Export customers”
“Download customer list”
The bot will send you an Excel file (.xlsx) with all your customer data.
4.6 How Do I Import Customers from Excel?
On Telegram, you can upload an Excel file directly to the bot. The file should have columns: Name, Phone, Email. The bot will import all rows automatically.💡 Excel import is currently supported on Telegram only.