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Contacts

Contacts are your customer profiles. Every person who messages your WhatsApp number gets a contact record with their details, conversation history, and order data.

Contact list

Section titled “Contact list”

Go to Contacts in the dashboard to see all contacts:

Column Description
Name Customer name (from WhatsApp profile or manual entry)
Phone WhatsApp number
Last active When they last messaged
Orders Total number of orders
Total spent Revenue from this customer
Tags Labels you’ve applied
Status Active, inactive, or blocked

Contact profile

Section titled “Contact profile”

Click a contact to see their full profile:

Details

Section titled “Details”
  • Name — from WhatsApp or manually set
  • Phone — WhatsApp number
  • Email — if collected
  • Location — city/country (if available)
  • First contact — when they first messaged
  • Last active — most recent activity

Conversation history

Section titled “Conversation history”

Every conversation with this customer, in chronological order. Includes:

  • AI messages
  • Human messages
  • Customer messages
  • System events (handoffs, status changes)

Order history

Section titled “Order history”

Orders synced from your connected stores:

  • Order ID
  • Products purchased
  • Total amount
  • Order date
  • Status (pending, delivered, returned)

Tags

Section titled “Tags”

Tags help you segment and filter contacts:

  • VIP — high-value customers
  • New — first-time buyers
  • At risk — haven’t ordered in a while
  • Complaint — had an issue
  • Wholesale — bulk buyer

Creating contacts

Section titled “Creating contacts”

Contacts are created automatically when:

  • A new person messages your WhatsApp number
  • You import contacts from a CSV
  • A customer places an order through a connected store

You can also create contacts manually:

  1. Go to Contacts
  2. Click Add Contact
  3. Enter name, phone, and any other details
  4. Save

Importing contacts

Section titled “Importing contacts”

Import from a CSV file:

  1. Go to Contacts → Import
  2. Upload your CSV with columns:
    • name — customer name
    • phone — WhatsApp number (with country code)
    • email — optional
    • tags — comma-separated tags
  3. Map columns and preview
  4. Confirm import

Exporting contacts

Section titled “Exporting contacts”

Export contacts as CSV:

  1. Go to Contacts
  2. Apply filters (optional — export all or filtered)
  3. Click Export
  4. Choose format (CSV or JSON)
  5. Download

Contact segments

Section titled “Contact segments”

Create saved segments for quick filtering:

  • High-value — total spent > $500
  • Repeat buyers — 3+ orders
  • Inactive — no activity in 90 days
  • New this week — first contact in last 7 days

Segments update automatically as contact data changes.

Next steps

Section titled “Next steps”