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Contacts

Manage customers, tags, attributes and imports.

Everyone who messages your number is saved as a contact automatically. You can also add contacts yourself or import them.

Import contacts

  1. Open Contacts and start an import.
  2. Upload a CSV or Excel file with name and phone_number columns.
  3. Wait for the import to finish. It shows how many rows were created, updated or failed.

Write phone numbers with the country code. Rows with invalid numbers are skipped, and each number can only be one contact.

Tags

Use tags to group customers, then target them in broadcasts and use them in flows.

Custom attributes

Attributes hold extra details about a customer, like city or order number. They can be text, a number or a date. Use them in broadcasts and flows, for example $city in a flow message.

Export

Export contacts as CSV or Excel. This depends on your plan and role, and phone numbers stay hidden for people without permission to see them.