Contact management
Who it is for: everyone
The Contacts section gathers everyone who interacted with your business, whatever the channel.
Contact list
- You can search by name or phone (paginated).
- Each contact shows name, channel (WhatsApp, Messenger, Instagram or Webchat), phone, email, notes and creation date.
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Note:On Instagram and Messenger the phone does not apply: the contact is identified by their account on that network.
Contact detail
Tapping a contact opens its page (/contacts/:id). You also get there from a conversation's sidebar, from Calls and from the Agenda.
There you see and edit name, email, phone and internal notes, and the channel they came through.
Available actions
- Add a contact manually.
- Edit the data.
- Send a WhatsApp template directly to the contact.
- Delete.
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Tip:Labels apply to conversations, not contacts. To classify by customer, use notes or the conversation history.