Contacts

Why is having contacts important for your business?

Contacts are the most important part of your future interactions. When you save them in your dashboard, you can:

Keep a record of people you or the chatbot have interacted with
Prepare campaigns, flows and actions based on specific segments
Initialize proactive conversations and customize them using the contact’s profile data

Same as Conversations, having an organized base allows you to find who to contact much quicker

You have a number of ways to create or save contacts on your dashboard:

Save from chatbot conversations: when a user shares their data, you can save them as a contact.
Add manually: create a contact from the Contacts section by entering name, email, country code, and phone number.
Import contacts (CSV): upload a file with multiple records to bulk add them.

Make sure that the columns are named correctly (name, email, phone, country_code)
Validate emails and phone numbers before importing to minimize errors
Handle duplicates: decide whether to update the existing contact or create a new one.

Update: change contact fields like name, email, country code, or phone number when user data changes
Delete: remove contacts that you no longer need to maintain in your database

Both actions are available from the list and on the contact detail.

Organize and quickly find who you’re looking for. You can filter and sort by:

These criteria help you segment and prioritize your actions, similar to how you can filter by state in Conversations.