The Contacts module is designed to help you efficiently manage all contact-related operations. It enables users to add, edit, delete, and star contacts, along with powerful tools for bulk import and export—ideal for handling large contact lists.

Note: The number of contacts a user can add is limited based on their subscription plan.
For trial accounts, you can configure the contact limit by navigating to:
Settings > Subscription Settings & under Trial Period Limits change the Contacts Limit

Bulk Import

Quickly import multiple contacts at once using a CSV or Excel file. During the import process, you’ll be able to map your file’s columns to the appropriate contact fields, ensuring accurate data entry.

Required Column Mapping

  • First name (Required)
  • Last name
  • Phone (Required) — Must start with the country code
  • Email
  • Group name

If a group name does not already exist, it will be created automatically.
To assign a contact to multiple groups, separate the group names in the same cell using a pipe symbol (|).
Example: Group 1 | Group 2

Import Rules & Validation

  • Contacts that are duplicates of existing contacts will not be added. This includes duplicates found within the uploaded file.
  • Contacts with incorrectly formatted phone numbers (e.g., missing country code) will be skipped during import.

Bulk Export

Export your entire contact list or selected contacts to an Excel file for backup, reporting, or integration with other systems.

Important Items To Note

  • If you delete a contact and later re-add it, you will not be able to access previous chat history associated with that contact. Once deleted, the link to past conversations is permanently removed.