Contacts Overview

Everyone who's ever messaged you through any of your connected channels ends up here. Your contacts are the people behind the conversations—and this is where you can learn about them, organize them, and keep track of who needs follow-up.

Finding your way around

Click Contacts in the sidebar and you'll see three views:

• All — Everyone in a searchable table
• Leads — A visual board for tracking potential customers
• Segments — Your saved groups of contacts

Which view should I use?

All Contacts is great for:

• Day-to-day contact management
• Searching for specific people
• Bulk updates or exports
• Editing contact details

Leads is perfect when you want to:

• See your pipeline at a glance
• Focus on follow-ups
• Track where each lead stands

Segments helps you:

• Create smart groups that update automatically
• Target specific types of contacts (like "VIP customers" or "Needs follow-up")
• Organize without manual sorting

A few terms to know

• Contact — Someone who's messaged you on any channel, or who you've imported
• Segment — A saved filter that automatically groups matching contacts
• Custom Fields — Extra info you track, like "Plan type" or "City"

Going deeper

Getting organized

• Segments — Create groups that update themselves
• Custom Fields — Track the details that matter to you
• Labels — Tag and categorize contacts

Reaching out

• Campaigns — Message specific segments
• WhatsApp Templates — Approved templates for outreach

Understanding your contacts

• Conversation Insights — See engagement patterns
• Marketing Insights — Track how campaigns perform

Related guides

• All Contacts — The full table view
• Leads Board — Visual pipeline tracking
• Segments — Creating and managing groups