Contact Management
Contact profiles, custom fields, and segments.
Every person who messages your business becomes a Contact. You can enrich contact profiles with custom fields, tags, and notes.
Contact Details
Each contact has a profile with:
- Name, email, phone — Core identity fields
- Tags — Labels for segmentation (e.g., "VIP", "Investor")
- Custom Fields — Any additional data you want to track (JSON format)
- Lifecycle Stage — Where they are in your sales funnel
- Conversation History — All past conversations across channels
Segments
Group contacts into Segments based on conditions (tags, lifecycle stage, custom fields). Segments are used for targeted broadcasts.
Tip: Create a segment for "Active Customers" by filtering contacts with the "customer" lifecycle stage and at least one conversation in the last 30 days.
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