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Your contacts

2 min read

Summary

Every customer in one list, whether or not they have written yet: search, filter, choose columns and tag many at once.

Who is in the list

  • Everyone who has written to your WhatsApp number. A new customer becomes a contact with their first message.
  • Anyone your team adds with Add contact. Adding a contact sends them nothing.
  • A contact is their WhatsApp number in your business, so their chat, tags and bookings belong to the same person.

Find someone

  1. 1

    Open Contacts in the sidebar.

  2. 2

    Type in the search box: the start of a name, or the first or last digits of a number.

    Search matches how a name or number starts or ends, not words in the middle.

  3. 3

    Narrow the list with the tag filter, Has a chat / No chat yet, Date added, or Archived.

  4. 4

    The list shows 25 contacts a page. Use the arrows under it to move between pages, or choose 10, 50 or 100 a page.

    A new search or filter starts again at the first page.

Do something with one contact

  • Click the ⋯ button at the end of a contact's row.
  • Edit contact opens their details. Clicking the name does the same.
  • Open chat opens their conversation. It shows only for a contact who has written to you.
  • Copy number copies their full number, with + and the country code.
  • Archive takes them off the list; for an archived contact it is Restore.

Choose the columns

  1. 1

    Click Columns.

  2. 2

    Tick the contact fields you want to see in the list.

    Your choice is kept in this browser.

Tag many contacts at once

  1. 1

    Tick the contacts, or tick the box at the top and then Select all … in this view.

  2. 2

    Click Add tag or Remove tag and pick the tag.

  3. 3

    Read the summary, for example "12 tagged, 3 skipped: no chat yet".

    Tags go on a contact's chat, so contacts who have not written yet are skipped.

If something goes wrong

"That's more than 5,000 contacts."
Narrow the list with a search or a filter, then tag it in parts.
Some contacts were skipped with no chat yet.
They have not written to you. Their tags can be added once they do.

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