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Contacts Management

Contacts help you organize and manage conversations with your customers. In WhautoChat, you can add contacts individually, import them in bulk, delete contacts, and block unwanted contacts.

This guide explains how to manage contacts step by step.

1. How to Add a New Contact​

Follow these steps to create a new contact in WhautoChat.

Step 1: Open the WhautoChat app and click the Contacts menu option to continue.

Step 2: Click the + New Contact button.

Contacts List with the New Contact button

Step 3: Enter the contact name and phone number with the country code, then click the Save button. You can also add tags, a stage and notes.

Example:

  • Name: John Doe
  • Phone Number: +12025550188

New Contact panel with a name and phone number filled in

Step 4: Once the contact is created, click the Message icon to quickly start a conversation from the Team Inbox chat section.

2. How to Bulk Import Contacts​

Bulk import allows you to add many contacts at once using a file.

Step 1: Go to the Contacts menu.

Step 2: Click the Bulk Import button.

Step 3: Click the Download Sample File button to download the sample file.

Step 4: Update the file with your contact details using the required format.

Required fields include:

  • Name
  • Country Code
  • Phone Number

You can also fill in the optional Tags, Stage, Notes and Custom Fields columns.

Step 5: After updating the file, drop it on the Upload CSV area (or click the area to choose the file). A preview of the contacts appears below.

Step 6: Click the Import button.

Import Contacts page with an uploaded CSV preview and the Import button

Step 7: Click the Confirm button to complete the bulk import process.

3. How to Delete a Contact​

Follow these steps to remove a contact from WhautoChat.

Step 1: Go to the Contacts menu.

Step 2: Find the contact you want to delete.

Step 3: Click the More Actions button.

Step 4: Select the Delete Contact option.

More Actions menu with the Delete Contact option

Step 5: Click the Confirm button to delete the contact.

4. How to Bulk Delete Contacts​

Bulk delete helps you remove multiple contacts at the same time.

Step 1: Go to the Contacts menu.

Step 2: Use the checkboxes to select the contacts you want to delete. You can also tick the checkbox in the header row to select all contacts on the page.

Step 3: Click Actions in the bar that appears and select Delete Selected Contacts.

Two selected contacts with the Actions menu open

Step 4: Click the Confirm button to delete the selected contacts.

5. How to Block a Contact​

You can block unwanted contacts such as marketing or spam numbers in WhautoChat.

Step 1: Go to the Contacts menu and click the More Actions icon on the contact's row.

Step 2: Select the Edit Contact option.

Step 3: Enable the Block Contact option.

Edit Contact Info window with the Block Contact toggle

Step 4: Click the Save button to block the contact.

Once blocked, the contact will no longer appear in your active conversations.

💬 Need Help?

Reach out to our support team anytime – we're here to help you connect smoothly. [email protected]

For detailed troubleshooting, refer to our Troubleshooting or contact support.