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Contacts & tags

Contacts is the CRM list for people who message you on WhatsApp. Tags are first-class records (not free-form metadata), so you can filter reliably and target broadcasts.

Open Contacts

Use Contacts in the admin sidebar.

Contacts CRM list with search and tag filters
Searchable contacts with tag filters

What you can do

  • Search by name or phone
  • Filter by opt-in status and one or more tags (AND)
  • Create contacts
  • Edit name, marketing opt-in, and tags (admins)
  • Open chat for a contact (starts or resumes the conversation)

Tags

Admins can manage tags from Manage tags:

  1. Create a tag with a name (and optional color)
  2. Attach tags on create/edit contact
  3. Delete a tag to remove it from contacts

Workflow actions such as Add contact tag also write to the same tag tables.

Opt-in

Marketing broadcasts and marketing templates respect opt-in. Keep opted_in accurate before sending promotional campaigns.