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Contacts

The Contacts module is your centralized database for managing all WhatsApp contacts that interact with your business.

Contact List View​

The main contacts page shows a searchable, paginated table of all your contacts:

ColumnDescription
NameContact's display name
PhoneWhatsApp number (wa_id format)
StatusLead status: Cold, Warm, Hot, Customer
TagsCustom labels assigned to the contact
OwnerTeam member responsible for this contact
Last ActiveWhen the contact last sent/received a message
CreatedWhen the contact was first added

Adding Contacts​

Automatic Contact Creation​

Contacts are automatically created when:

  • A new person messages your WhatsApp number
  • A chatbot flow captures a new lead

Manual Contact Creation​

  1. Click "Add Contact" button
  2. Fill in:
    • Name (required)
    • Phone Number (required, must include country code)
    • Email (optional)
    • Tags (optional)
    • Lead Status (defaults to Cold)
  3. Click Save

CSV Import​

Import contacts in bulk:

  1. Click "Import CSV"
  2. Upload a CSV file with columns: name, phone, email, tags
  3. Map the CSV columns to contact fields
  4. Click Import
Contact Limits

Your plan determines how many contacts you can have. See Usage Limits for details.

  • Free: 100 contacts
  • Starter: 5,000 contacts
  • Growth: 25,000 contacts
  • Scale: Unlimited

Contact Details​

Click on any contact to view their full profile:

Profile Information​

  • Name, phone, email
  • Lead status with inline editing
  • Custom tags (add/remove)
  • Assigned owner
  • Creation date and last active date

Conversation History​

  • View all messages exchanged with this contact
  • Jump to the conversation in the Inbox

Notes​

  • Add private notes about the contact
  • Visible to all team members
  • Timestamped for tracking

Search & Filtering​

Search contacts by:

  • Name
  • Phone number
  • Email

Filters​

Filter the contact list by:

  • Lead Status — Cold, Warm, Hot, Customer
  • Tags — Filter by specific tags
  • Owner — Filter by assigned team member
  • Date Range — Created within a specific period

Bulk Actions​

Select multiple contacts to perform bulk operations:

  • Bulk Tag — Add tags to selected contacts
  • Bulk Status Change — Update lead status
  • Bulk Delete — Remove selected contacts
  • Export — Download selected contacts as CSV

Lead Status Workflow​

Cold  →  Warm  →  Hot  →  Customer
 ↑                            ↓
 └────── (Re-engage) ←───────┘
StatusWhen to Use
ColdNew contact, no engagement yet
WarmShowed interest, asked questions
HotReady to buy, active negotiation
CustomerConverted, has purchased/signed up

Change the status by:

  1. Clicking the status badge in the contact list
  2. Selecting the new status from the dropdown
  3. The change is immediate and logged in audit trail