TalkaDot Admin How to...

🔄 Reload Talkadot Flags & Custom Fields for Contacts. This action updates Talkadot-related flags, custom fields, and ensures each contact is placed in the correct TalkaDot Follow-Up pipeline.

🧩 Steps to Reload Talkadot Fields for Selected Contacts:

1. Go to the Contacts section.

2. Select the contact(s) you want to update:

   • You can choose one, multiple, or all contacts using the checkboxes.

3. Click "Add Tag" from the bulk actions menu.

   • Tag to apply: "Reload"

4. In the Action Description (Audit Log), enter a note like:

   • "Talkadot Field Reload Initiated"

5. Click Submit to apply the tag.

✅ Once the tag is applied, the system will:

• Refresh all Talkadot-related custom fields and flags

• Update the contact's data to match current Talkadot mappings

• Place the contact into the TalkaDot Follow-Up pipeline if applicable

💡 Tip:

This process is useful if Talkadot data appears incorrect, outdated, or missing — it ensures all key contact fields are re-synced and ready for proper follow-up.