Adding contacts

You can add contacts to your account one at a time directly from the platform. This is useful for adding new contacts as they come in — after a phone call, a walk-in, or a one-off conversation.

Adding a contact from the Inbox

The fastest way to add a single contact:

1. Click Inbox in the left-hand navigation.
2. Click the pencil icon to the right of the contacts header to open the compose window.
3. In the To: field, type 1 followed by the contact's mobile number.
4. Type and send a message.

The platform automatically creates a contact record for the phone number. You can then edit the contact's profile to add their name, email, and other details.

Adding a contact from the contacts Section

For a more detailed approach:

1. Navigate to Contacts in the left-hand navigation.
2. Click Add contact or the equivalent button.
3. Enter the contact's phone number, first name, last name, and any other available fields.
4. Assign the contact to a group if applicable.
5. Save the contact.

After Adding a contact

Once a contact is added, they appear in your All contacts group and any specific group you assigned them to. You can:

• Send them a message from the Inbox
• Include them in campaigns
• Edit their profile details at any time
• Add them to additional groups

Tips & Best Practices

• Always add the contact's name when possible — personalized messages perform significantly better than messages addressed to a phone number.
• If you are adding a contact who was previously on a different messaging platform, consider sending an introductory message letting them know about the new number.
• Use the Inbox method for quick additions when you are already in a conversation. Use the contacts section for more structured data entry.