Managing Contacts
Viewing Contacts
Go to Contacts in the sidebar to see all contacts in your account. Use the search bar to find by name, email, or phone
number.
Creating a Contact
1. Click New Contact.
2. Fill in name, phone number, and email.
3. Optionally assign to a company, add labels, and fill in any custom attributes.
4. Click Save.
Phone numbers must be in international format: +971501234567.
Importing Contacts from CSV
1. Click Import at the top of the Contacts page.
2. Download the sample CSV to see required columns.
3. Prepare your file with at minimum name and phone_number columns.
4. Upload the file. Duplicate phone numbers are skipped automatically.
Contact Profile
Click any contact to open their profile:
- Info — Name, email, phone, company, location, custom attributes.
- Conversations — All past and active conversations across all channels.
- Notes — Internal notes visible only to your team.
- Previous Conversations — Quick list of recent threads.
Merging Duplicate Contacts
If the same customer messaged from two different numbers, you may have two contact records. Use the Merge button on the
contact profile to combine them. All conversations, notes, and attributes transfer to the kept record.
Filtering and Segments
Use Filters on the Contacts page to find contacts matching specific criteria (e.g. all contacts in Dubai with the label
"VIP"). Save the filter as a Segment for quick access later.
Exporting Contacts
Click Export to download all contacts as a CSV file. Useful for backup, external analysis, or importing into other
tools.
Labels
Assign labels to contacts for categorisation (e.g. "Hot Lead", "Churned", "Premium"). Labels appear in the contact list
and can be used as filter criteria.