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The Contacts tab is where you can view, organize, and manage everyone connected to your business. It works like your inbox but is dedicated to contact management, giving you a centralized place to store details, update information, and interact with your customers.

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1. Left Sidebar – Contact Views

On the left sidebar, you’ll find your contact views. These make it easier to organize and filter your contact list.

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Default and Custom Views

  • All Contacts – Shows every contact in your Hub.
  • Custom Views – Lets you group contacts by criteria that matter to you (e.g., subscribed vs. unsubscribed users, free trial users, contacts with certain labels, etc.).

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Creating a Custom View

  1. Go to the Contacts tab.
  2. At the top of the contact list, click the Filter button.
  3. Choose filter conditions such as:
    • First Name / Last Name
    • Email
    • Subscription Status
    • Labels
    • Any other available parameter
  4. Add multiple conditions if you need to refine further.
    • Example: First Name = John AND Subscription Status = Subscribed.
  5. Click Save View.
  6. Name your view (e.g., “Free Trial Users”) and it will appear in your sidebar for quick access.
Custom views make it simple to return to important groups of contacts without re-applying filters every time.

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2. Main Contact Interface

The center panel shows your contacts in a clear list view. Each row typically includes:
  • Name – Contact’s full name
  • Phone Number – Primary number
  • Email – Contact email
  • Labels – Tags you’ve assigned
  • Subscription – Current subscription status
  • Additional Details – Any other stored information
This list gives you a high-level overview while making it easy to search and filter.

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3. Contact Details Sidebar

To view expanded details for a contact:
  1. Hover over the contact in the list.
  2. Click the View icon that appears.
A sidebar will open on the right with more details. From here, you can:
  • View complete contact information
  • Edit fields directly
  • Add and manage notes
  • Check chat history with the contact
  • Take actions such as initiating a chat or updating details

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4. Creating New Contacts

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Add a Contact Manually

  1. Click Create New Contact in the top-right corner.
  2. Fill in details such as:
    • First Name
    • Last Name
    • Phone Number
    • Email
    • Any extra attributes
  3. Click Save.

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Importing and Exporting Contacts

  1. Click the three-dot menu (⋮) in the top-right to access import/export options:
    • Import Contacts – Add multiple contacts at once (e.g., migrating from another platform, uploading a CSV).
    • Export Contacts – Download your contact list for backups, transfers, or sharing with teammates.
Import/export features make scaling your contact management easy and safe.

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5. Key Benefits of the Contacts Tab

  • Centralized hub – All contacts in one place
  • Custom organization – Views and filters keep things tidy
  • Quick access – Hover-and-click interface for fast detail checks
  • Editable info – Update contact details directly
  • Context at hand – Notes and chat history stay connected to each profile
  • Bulk operations – Import/export makes scaling easier

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6. Getting Started Tips

  • Begin with All Contacts to understand the default view.
  • Create custom views for groups you need often (e.g., subscribers, free trial users, VIPs).
  • Use labels for easy categorization.
  • Keep notes on important details about a contact.
  • Review chat history before reaching out to stay contextual.
  • Regularly export contacts for safe backups.