Managing Contacts
Every customer who messages you, with their details, tags, chats and history in one place.
Contacts in BizBotify lists everyone who has messaged your WhatsApp number or been imported. Search and filter the list, choose columns, add or export contacts, and act on many at once. Click a contact to open a drawer with Details, To do, History, Chats and Files tabs, plus CRM when the Sales CRM is on.
How to do it
Find contacts
Open Contacts. Search by name or phone, filter by tags or owner, and use Columns to choose what the list shows.
Open a contact
Click a row to open the drawer. Details holds their info and custom fields; To do holds notes and tasks; History is a timeline of chats, campaigns, notes and tasks; Chats and Files show their conversations and shared files.
Edit and tag
Click Edit on Details to change fields. Use + and × on the tag chips under the name to add or remove tags.
Add, export or act in bulk
Click Add Contact for one person or import a CSV for many. Tick rows to tag or delete several contacts, and click Export to download them.
Frequently asked questions
How do I add a contact to BizBotify?
Click Add Contact in Contacts, import a CSV, or simply receive a WhatsApp message; new senders are added automatically.
Can I add custom fields?
Yes. Create them under Settings → Workspace → Contact data; they appear on each contact's Details tab.
How do I delete a contact?
Open the contact and choose ⋯ → Delete contact, use the row ⋯ menu, or tick several and delete them in bulk.
Can I export contacts?
Yes. Click Export in Contacts to download the list.