Contacts

Overview

The Contacts section stores all your customer data. Every person who messages your WhatsApp number is automatically added as a contact. You can also manually add or bulk import contacts.

Contact Panel

Each contact profile includes:

• Name and phone number
• Email and other contact details
• Tags — Labels for organizing and segmenting contacts
• Attributes — Custom fields like company, location, or lead source
• Conversation history — All past chats with this contact
• Notes — Internal notes added by your team
• Events — Activity timeline for the contact

Quick Actions

From any contact profile, you can:

• Start a conversation — Open a new chat
• Add/remove tags — Organize contacts with tags
• Edit attributes — Update contact information
• Assign to agent — Assign the contact to a team member
• Block contact — Block the contact from messaging

Viewing Contacts

Contact List

The main contacts view shows all your contacts in a filterable list:

• Search — Find contacts by name, phone, or email
• Filter by tags — Show only contacts with specific tags
• Filter by attributes — Filter by custom field values
• Sort — Sort by name, date added, or last activity

Contact Details

Click any contact to view their full profile, conversation history, and activity timeline.

Bulk Upload

Import multiple contacts at once using a CSV file.

1. Go to Contacts

   Navigate to Contacts from the sidebar.

2. Click Import

   Click the Import button in the top right.

3. Download the template

   Download the CSV template to ensure your data is formatted correctly.

4. Prepare your CSV

   Fill in the template with your contact data. Required fields:
   • Phone number (with country code, e.g., +91XXXXXXXXXX) Optional fields:
   • Name, email, company, and any custom attributes

5. Upload and map fields

   Upload your CSV file and map the columns to contact fields in Wylto.

6. Review and import

   Review the preview and click Import to add the contacts.

Note

Contacts imported via CSV will not receive any automatic messages unless they are part of an active workflow or broadcast. You must have opt-in consent before messaging imported contacts.

Bulk Edit

Update multiple contacts at once:

• Add tags — Apply tags to selected contacts
• Remove tags — Remove tags from selected contacts
• Update attributes — Change custom field values in bulk
• Delete contacts — Remove selected contacts permanently

Select contacts using checkboxes in the contact list, then use the Bulk Actions menu.

Segments

Create segments to group contacts based on rules:

• Contacts with specific tags
• Contacts with certain attribute values
• Contacts who messaged within a time period
• Contacts from specific lead sources

Segments update dynamically — when a contact matches the rules, they are automatically included.

Tip

Use segments for targeted broadcasts. For example, create a segment of contacts tagged “Interested” who have not replied in 7 days for a re-engagement campaign.