Adding and managing contacts

Contacts are the people you communicate with on WhatsApp. Here's how to manage them.

Adding a contact manually

1. Go to Contacts in the sidebar
2. Click "New Contact"
3. Fill in:
   • Phone Number (required) — Include country code (e.g., +919876543210)
   • Name — Contact's full name
   • Email — Optional email address
4. Click Save

The contact is now available for messaging and campaigns.

Contacts are created automatically

Contacts are also created automatically when:

• A new person messages your WhatsApp number
• You import contacts from CSV
• A contact is added via API
• A chatbot flow captures a new number

Viewing contact details

Click on any contact to see:

• Profile — Name, phone, email, tags, custom fields
• Conversation — Full message history
• Activity timeline — Messages, notes, stage changes, calls
• Engagement score — How active this contact is

Editing a contact

1. Open the contact
2. Click on any field to edit it
3. Changes save automatically

You can edit:

• Name, email, phone
• Tags (add/remove)
• Custom fields
• Lifecycle stage
• Assigned agent

Deleting a contact

1. Open the contact
2. Click the "Delete" button (or menu → Delete)
3. Confirm deletion

⚠️ Deleting a contact removes all their data including message history. This cannot be undone.

Bulk operations

Select multiple contacts to perform bulk actions:

1. In the contacts list, check the boxes next to contacts
2. A toolbar appears with options:
   • Assign — Assign all selected to an agent
   • Tag — Add a tag to all selected
   • Delete — Delete all selected

Searching contacts

Use the search bar at the top of the contacts list to find contacts by:

• Name
• Phone number
• Email
• Tags

Contact limits

There's no limit on the number of contacts you can store in AIsoule. All plans include unlimited contacts.