Manage & Import Contacts

Keep your contact list accurate so campaigns and inbox tools can find the right customers.

Contacts list and filters

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What you can do

• Search and filter contacts
• Create or edit a contact
• Open a contact detail page (overview, tags, related conversations)
• Import contacts from Excel
• Export contacts
• Bulk assign to a group or bulk delete (when permitted)

Create a contact

1. Open Contacts from the sidebar
2. Click Create
3. Enter name, phone (with country code), and optional fields
4. Save

Import from Excel

1. Open Contacts
2. Start Import
3. Download the sample file if provided
4. Fill required columns and upload
5. Review the preview / validation results
6. Confirm the import

Contacts Excel import

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Export and bulk actions

1. Apply filters if you only need a segment
2. Use Export to download the current selection / list
3. Select multiple contacts for bulk assign to a group or bulk delete when available

Tips

• Standardize phone formats before large imports
• Use Groups & Tags to prepare campaign audiences
• Open contact detail to jump into related conversations in the inbox

Related guides

• Groups & Tags
• Campaigns