Contacts
This module lists all the Contacts the platform has interacted with

Getting Here

This module is accessible by Owners and Managers only!
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This module can be accessed from the side navigation menu under the menu item, Contacts.

Navigating around

The Contacts Module has 3 main components:
  1. 1.
    Inbox Selector
  2. 2.
    Contacts Table
  3. 3.
    Contacts Menu

1. Inbox Selector

The Inbox Selector is a dropdown menu where you can select different inboxes from which to view Contacts. This includes the Standard Inbox, Team Inbox and Custom Inbox.
Learn more about the three inboxes here​

2. Contacts Table

You can find your Contacts’ records and information in the Contacts Table.
The column headers with a sorting icon are the columns that are sortable, you may sort the records of these columns by clicking on the column headers. Note that the information shown in your Contacts Table depends on the columns you have selected to display.

Contact Profile

Access a Contact’s profile by clicking on their name. A profile consists of a profile image and name, supplied by the messaging channel the Contact used to message the platform. In the absence of a profile image, an avatar will be provided. In the absence of a profile name, the phone number or email address will be used instead.

Actions

In the last column of the Contacts Table is a dropdown menu. Click on it to view the available options:
  • View Details: Opens the Contact's record to show more details​
  • View Messages: Show a Contact's message history in the Messages Module.
  • Delete: Deletes the Contact from the Contact List
Be mindful when you delete a record as deletion of records cannot be undone!

3. Contacts Menu

Adding Contacts

Step 1: Navigate to Contacts Module Click the ADD CONTACT button at the top
Step 2: Choose to add a single Contact or multiple Contacts If you want to add a single Contact, follow the instructions provided in the prompts.
To add multiple Contacts, please refer to this guide​
Step 4: Fill in the required information Fill in the Contact's information in the form provided.
Learn more about adding WhatsApp Contacts
Step 5: Review and press ADD Once you have filled in the form, review the information and click ADD.
Automations and automatic contact assignments will not be applied to Contacts added from the Contacts Module

Searching for Contacts

If you wish to search for a particular Contact, input your query in the search box. The search query can comprise any of the following fields:-
  • Name
  • Channel
  • Email
  • Phone
  • Tags
  • Custom fields

Filtering Contacts

You can view a list of Contacts that fulfill a set of criteria by applying filters.
Step 1: Click the filter icon The filter drawer will open on the right when the icon is clicked.
Step 2: Specify the filters The following are criteria that can be filtered:
  • Contact Fields
    • Standard contact fields (e.g. First Name, Country)
    • Assignee
    • Conversation Opened Time
    • Contact Creation Time (Created At)
    • Last Interaction Time
  • Channels
  • Contact Tag
  • Last Interacted Channel
  • Time Since Last Incoming Message
  • Contact fields manually created in the Workspace
Tips: Nested conditions are now supported. These refer to a group of condition statements contained within the definition of a primary condition.
Step 3: View results Filters are updated in real-time and will be immediately reflected in the results.
For an unfiltered view of your Contacts, click CLEAR at the bottom right of the filter drawer.
Tips: You can save and apply filters perpetually in a Custom Inbox, which would only display Contacts who fulfill a defined set of criteria. Find out how to do this below.
Step 4: Save New Custom Inbox
This step is optional. You can create a Custom Inbox that filters Contacts based on selected filter options. To do this, click on the SAVE NEW INBOX button at the bottom left of the filter drawer.
Name your new inbox and click SAVE.
Learn more about managing Custom Inboxes

Exporting Contacts

Only Owners and Managers with no such restrictions can perform this action
If you wish to export the Contacts in the Inbox, you can do so by selecting an export option from the Actions menu. You can export your Contacts in a CSV file.

Customizing Columns

The columns shown in the Contacts Table can be customized depending on your needs. Select Customize Columns from the Actions menu to do this.
Indicate via the checkboxes which columns you wish to display in your Contacts Table.
The column display will automatically update and reflect your selections.
The Name column is required and cannot be deselected

Selecting Multiple Contacts

Select the Contacts you want by checking the box to the left of their respective names in the Contact row, or selecting all Contacts after applying the desired filters.
You can then perform the below actions.

Delete Multiple Contacts

Only Owners and Managers with no such restrictions can perform this action
Step 1: Select multiple Contacts Select the Contacts you want to delete.
Step 2: Click DELETE Click on the DELETE button beside the Contact View Selector.
Step 3: Confirm Deletion Confirm the deletion of the selected Contacts by clicking DELETE when prompted.

Assign Tags to Multiple Contacts

Step 1: Select multiple Contacts Select the Contacts you want to tag.
Step 2: Click Assign Tags Click on the ASSIGN TAGS button beside the Contact View Selector.
Step 3: Input the tags Key in the desired Tags and click ADD TAGS to assign Tags to the selected Contacts

Merge Contacts

Step 1: Select two Contacts Select the two Contact profiles you want to merge
Step 2: Click Merge Contacts Click on the MERGE CONTACTS button beside the Contact View Selector
Step 3: Compare Contact Profiles Review the profiles you would like to merge and select the appropriate values to retain for the merged Contact
Step 4: Review and Merge Once you have reviewed the Contact profile, click MERGE CONTACT to merge both profiles.
When you merge two Contacts, all Channels, Messages, Events and Comments associated with each profile will be consolidated into the merged profile. You will have a holistic view of the Contact and their interactions with the platform.
Conversations closed by merging Contacts will NOT trigger a Workflow

Unmerge Contacts

If you accidentally merge two Contacts, you can unmerge them.
Step 1: Search for the Contact Search for the merged Contact profile that you wish to unmerge.
Step 2: Select Unmerge Contact In the Contact row, click the Actions menu and select Unmerge Contact from the list.
Step 3: Select Contact Select the Contact you wish to unmerge so their original profile is restored.
Step 4: Confirm Once you have reviewed the Contact profiles, click UNMERGE to proceed.
Events and messages that occurred after the Contact merge will be tagged to the primary Contact. When you unmerge a Contact, all interactions will be associated with the primary Contact only, and none with the secondary Contact.
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Outline
Getting Here
Navigating around
1. Inbox Selector
2. Contacts Table
3. Contacts Menu
Adding Contacts
Searching for Contacts
Filtering Contacts
Exporting Contacts
Customizing Columns
Selecting Multiple Contacts
Delete Multiple Contacts
Assign Tags to Multiple Contacts
Merge Contacts
Unmerge Contacts