Contacts

Manage all your customer contacts from a central location. Track interactions, add notes, and segment your audience.

Overview

The Contacts module provides:

• Central contact database
• Contact profiles with full history
• Custom fields and tags
• Import/export capabilities
• Lead scoring

Contact List

Viewing Contacts

Navigate to Contacts from the left menu to see all your contacts.

Search & Filter

• Search: Search by name, email, or phone
• Tags: Filter by tags
• Source: Filter by channel (WhatsApp, Instagram, etc.)
• Date: Filter by creation date
• Lead Score: Filter by engagement score

Contact Profile

Each contact has a detailed profile:

• Basic Info: Name, email, phone, company
• Tags: Custom labels for categorization
• Notes: Team notes about the contact
• Conversations: Full conversation history
• Deals: Related deals and opportunities
• Activity: Timeline of all interactions

Adding Contacts

Manual Entry

1. Click Add Contact
2. Fill in contact details
3. Add tags (optional)
4. Save

Import

Import contacts from CSV files:

1. Click Import
2. Upload your CSV file
3. Map columns to fields
4. Review and confirm

Automatic

Contacts are automatically created when:

• A new customer sends a message
• A form is submitted on your website
• A contact is synced from an integration

Lead Scoring

Contacts receive automatic lead scores based on:

• Message frequency
• Response engagement
• Website visits
• Deal progression
• Feedback sentiment

Scores range from 0-100, with higher scores indicating more engaged contacts.

Custom Fields

Create custom fields to store additional information:

• Text fields
• Number fields
• Date fields
• Dropdown menus
• Checkbox fields

Export

Export your contacts as CSV for use in other tools:

1. Apply desired filters
2. Click Export
3. Select fields to include
4. Download the CSV file