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What it is for

Contacts is the whole organization’s address book, independent of WhatsApp. Contacts arrive on their own with WhatsApp and Instagram chats. You can also import a spreadsheet or create them one by one.

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Who can use it

  • See the list: anyone with access to the screen. People who only see their own customers see only the contacts that are theirs.
  • New contact: anyone with access to the Contacts screen.
  • Import contacts via CSV: by default, every role except Operator. The Operator can only import if the Admin enables that capability. See How to import contacts from a CSV. To bring contacts, pipeline, and tags from another system, see How to bring contacts from another system.
  • If you see No access to this module, your role doesn’t have this screen. Talk to whoever manages the organization.

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Where to click

In the menu, open Contacts. The screen has three parts.
  • Gray sidebar: the total (“N in the organization”), the All, People, and Groups buttons, the Saved views, and the Segments section (with Blocklist, Blocked, Archived, and New segment).
  • List: the All contacts title with the count, the New contact and Import contacts via CSV icons, the search, and the filters.
  • Record: when you click a contact, their record opens beside the list. See Contact record.

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Step by step

1

Search

Type in the Search name, phone, email… field. The list filters as you type. If nothing shows up, the screen displays Nothing found and Try another term.
2

Filter

Use the filters below the search, such as Type (Individual, Company, No type), State and city, and Do not disturb. Each active filter becomes a chip with an X. Click Clear to remove them all.
3

Save the view

With the filters ready, use Save view under Saved views. Give it a name. Owners, Admins, and Supervisors can check Share with the team. The view comes back with one click.
4

Select several

Click a contact’s photo to select it. Shift+click selects a range. The bulk actions panel appears: tags, owner, export CSV, create deal, archive, and delete. The Operator sees Ask a supervisor on some actions.
5

Create a contact

Click the New contact icon. Only the name and a phone or email are required.

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What happens next

  • One click on a row opens the record beside the list.
  • When there are possible duplicates, a notice appears below the search with Review. Nothing is merged without your confirmation.
  • Archived contacts leave the list, the search, and broadcasts, but chats and history stay. They appear under Archived.
  • The list loads more contacts as you scroll: Showing X of Y.

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Common errors

  • Error loading / Could not load contacts right now. Check your connection and try again. Click Try again.
  • No contacts match these filters: click Clear filters.
  • A view with this name already exists. Choose another name.
  • Module not enabled for this organization. Talk to the agency.

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