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Contacts Overview

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Contacts lists customers who have sent messages through connected channels.

  1. Select Contacts from the left navigation.
  2. Choose All, WhatsApp, LINE, or WeChat.
  3. Search by customer name or contact number.
  4. Select the eye icon to open the details.

From the customer details view, you can edit the name and manage:

  • Connected channels
  • Customer tags
  • Internal notes
  • Block status
  • Previous conversations

Use short, consistent tag names for search and classification, such as VIP, Awaiting Booking, or Follow-up.

Use notes for internal information that should not be shown to the customer. Record personal or sensitive information only when required by your organization’s privacy policy.