Managing Contacts

Manage your contact directory from the Contacts page.

Creating a contact

1. Go to Contacts and click Create Contact
2. Fill in the contact details: name, email, phone, and notes
3. Save the contact

Editing a contact

1. Click on a contact to view their profile
2. Update any fields and save

Adding platform identities

Link a messaging platform to a contact:

1. Open the contact profile
2. Click Add Platform
3. Select the platform type (WhatsApp, Instagram, Web)
4. Enter the platform-specific identifier (phone number, username, etc.)
5. Save

You can also link an existing platform identity that was auto-created from an inbound message to a different contact using Connect Platform.

Removing platform identities

1. Open the contact profile
2. Find the platform identity to remove
3. Click Remove

This only unlinks the platform identity from the contact — it does not delete messages or conversations.

Deleting contacts

From the Contacts list, you can delete individual contacts or use bulk selection to delete multiple contacts at once.

Warning: Deleting a contact removes their profile but does not delete associated conversations.

Next steps

• Contacts Overview — How the contact directory works
• Inbox Overview — View conversations with contacts