Create a Business Directory

As Admin or Super Admin, you can create your Business Directory with Pigeon after you create a business account and invite team members.

Business Directory consists of two major parts:

  • User Contacts
  • Departments and sub-departments

After you invite your team and the team members sign up, all activated team members of your business become users of Pigeon platform. However, they can't contact your customers unless they are added to the Business Directory and/or added to certain departments. Check to see if the user(s) is in your Contact book. If they're not there, you can create a new contact. Once in your contact list, you can create a group contact(s) and add them to departments to start interactions with clients.

Still have questions about Pigeon Users versus Contacts? Check out this FAQ explanation.

This article covers how to create contacts, create group contacts, create departments and add contacts to a department.

Create contacts

To start with, go to your Business Directory

  1. Open Contacts and click Create contact (➕ icon at the top of the sidebar)
  2. Select Contact and click Continue
  3. Select the user from your list
      1. If you want to use data from the associate's profile, tick the checkbox, and click Continue
          • Check the contact information and correct it if needed
          • Assign this contact to the specific department
      2. If you don't want to use data from the associate's profile, remove the tick in the checkbox, and click Continue
          • Complete the form
          • Select a contact by clicking Assign Custom Contact for Associate
  4. Click Create to finish the process. The created contact will appear at the Contacts sidebar

Create group contacts

Organize your contacts into groups

  1. Open Contacts and click Create contact (➕ icon at the top of the sidebar)
  2. Select Group Contact and click Continue
  3. Select the users from your list and click Continue to proceed
  4. Complete the form and сlick View if you want to check group members
  5. Click Create to finish the process. The created group contact will appear at the Contacts sidebar

A single user can be assigned to an individual contact as well as a group or multiple group contacts.

Create departments

  1. Open Directory and click +Add department (the top right corner)
  2. Type in the name of the department
  3. Turn on Include Contacts toggle to add contacts from users' list
  4. Click +Add Contacts to Department. The new window with your contacts will appear
  5. Select the users from your list and click Continue
  6. Complete the form and сlick View if you want to check added members
  7. Click +Add Department to finish the process. The created department will appear at the Department panel

Add contacts to the department

You also can add contacts after the department is created.

  1. Open Directory and click Edit (the top right corner)
  2. Choose the department you need and click Edit on this department's panel
  3. Turn on Include Contacts toggle
  4. Click +Add Contacts to Department. The new window with your contacts will appear
  5. Select the users from your list and click Continue
  6. Click Save Changes to finish the process. The added contacts will appear at the Department panel

See also: Localization settings, Schedules settings, Away Messages settings, Edit the Directory Structure