Contacts

6 articles

• Add and edit a contact, and write notes In the sidebar, on the “Contacts” page, choose “Add contact” from the three-dot menu at the top. When you open a contact, you can change its details, write a note in the “Notes” tab and see earlier conversations in the “History” tab. Last updated: 26 September 2026
• Block a contact On the contact's page, click “Block contact” at the top. You get no notifications about conversations from a blocked contact; they appear in the sidebar under Conversations › Blocked. “Unblock contact” removes the block. Last updated: 26 September 2026
• Create custom attributes (contact and conversation fields) Settings › Workspace settings › Custom Attributes › “Add Custom Attribute”. Choose “Applies to” (Contact or Conversation), “Display Name”, “Key” and “Type”, and click “Create”. The field appears in the contact's or conversation's panel. Last updated: 26 September 2026
• Filter contacts and save a segment On the “Contacts” page, click the filter button, set up the conditions and choose “Apply filters”. To save the filter, enter its name and click “Save filter”: it appears in the sidebar under Contacts › Segments. Last updated: 1 October 2026
• Import contacts from a CSV file On the “Contacts” page, choose “Import contacts” from the three-dot menu, get the template with “Download a sample csv.”, fill in the file, pick it with “Choose file” and click “Import”. You get an email when the import finishes. Last updated: 26 September 2026
• Merge two contacts of the same customer Click “Merge contacts” on the right edge of the conversation, or open the “Merge” tab on the contact's page. Pick the contact to keep in the “Type a name, number or email” field and click “Merge”. The contact you opened moves into the one you keep and is deleted. Last updated: 1 October 2026