Manage Contacts

Last updated: February 19, 2026

Manage Contacts

Contacts are your customer database. Anyone who has chatted with you or has been imported becomes a contact.

Add Contacts

Manually

  1. Go to Contacts
  2. Click Add Contact
  3. Enter details:
    • Name
    • Phone number (international format, e.g., +60123456789)
    • Email (optional)
    • Tags (optional)
  4. Click Save

Import CSV

  1. Go to Contacts
  2. Click Import
  3. Upload a CSV file with the format:
    • Columns: name, phone, email, tags
  4. Review the data preview
  5. Click Import

Auto-create

New contacts are automatically created when someone messages you for the first time.

Manage Contacts

  • Edit — Update contact details
  • Tags — Add/remove labels for categorization
  • Notes — Add internal notes
  • Delete — Remove a contact
  • Export — Export contacts to CSV

Search & Filter

  • Search by name or phone number
  • Filter by tags
  • Filter by date created