You can assign individual language preferences to each contact, determining which language they receive for translated message flows. Through the Contacts Interface Navigate to the Contacts tab and select the desired contact Click the ☰ menu icon and choose Edit In the Edit Contact dialog, select from the available languages in your account Save your changes to apply the language […]
Creating and Managing Custom Contact Fields
Custom contact fields allow you to store specialized information about your contacts beyond the default fields provided by the system. These fields can store three types of values: text, numeric, or date/time formats. Key Considerations Only date & time field types can be utilized within campaigns Each field can store up to 640 characters of […]
Searching for Contacts
You can perform sophisticated contact searches using the search bar in your Contacts tab or the ‘Start Flow‘ dialog. Beyond basic name and phone number searches, this feature allows you to find contacts based on specific values across all contact fields in your account. Search Operators Use these operators to refine your searches: Equals: hair = […]
Delete Contacts
Important: Contact deletion is irreversible. Once deleted, contacts and their data cannot be recovered. Deletion Process Overview Contacts must first be moved to the ‘Archived‘ folder before permanent deletion. You can handle this individually or process multiple contacts simultaneously through automated workflows. Manual Deletion – Individual Contacts Navigate to the Contacts tab Select the checkbox beside the contact’s name […]
Contact Import
Contact Import This functionality provides the capability to bulk import contact groups into our platform utilizing a standard XLS (Microsoft Excel) spreadsheet format. Prerequisite: A communication channel must be connected to your account before initiating contact imports. The import file must contain the following columns: Address columns specifying contact channels: Phone – Numbers in E164 […]
Adding and Updating a Contact Field
Managing Contact Fields Newly created contact fields are assigned a null value by default unless imported with existing data. To modify values for recently created fields, use this action or edit them directly through the Contacts tab. For instance, when a new phone number messages your connected channel, the system creates a contact with a […]