Contact Management
Contact profiles, custom fields, filters, import and export.
Every person who messages your business becomes a contact. Open Contacts in the sidebar to see them all.
Contact Details
Each contact has:
- Name, email and phone: core identity fields.
- Tags: labels such as "VIP" or "Wholesale".
- Custom fields: extra data you define in Settings > Workspace > Contact fields (Text, Number, Date, Dropdown or Tags).
- Lifecycle stage: where they are in your funnel.
- Conversations: their chats across your channels.
Finding Contacts
Search by name, email or phone, and filter by Channel, Stage, Tags, Activity (a message in the last 24 hours or not) and Has email.
Import and Export
Click Import contacts to upload a CSV (first row holds the column headers, phone numbers with the country code), or Add contact to add one by hand. To export, open Settings > Workspace > Data management > Export.
Tip: Broadcasts pick their audience by tag, so tag contacts as you import them.
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