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
Ways to add contacts
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.
Tips for CSV imports
- 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 and delete contacts
- 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
Filters and organizing the list
Organize and quickly find who you’re looking for. You can filter and sort by:- Name
- Country code
- Phone number
- Creation date
Best practices
- Data quality: validate emails and phone numbers
- Segmentation: use filters and sorting to build actionable lists
- Maintenance: update or delete outdated contacts to keep a clean base