Introduction to Contacts

Nádia Dias Updated by Nádia Dias

Introduction to Contacts

Here are all the people you will be in contact with. There are two ways for a user to become a contact on the platform:

  • Actively, by sending a message to one of the channels registered by the organization.
  • Via the import contacts button, which allows you to import a spreadsheet (following specific rules) with contacts who have not yet interacted with the platform.

To access this information, go to your project and click on the "Studio" module in the left sidebar menu.

When selecting the "Contacts" option, you will encounter the following features:

  1. Import Contacts: A button to import a spreadsheet (following specific formatting rules) with external contacts. If the user is in this spreadsheet, the Weni platform recognizes them and can address them by the registered name from the first message sent by the platform.
  2. Create Contact: Allows you to create a new contact from scratch within the platform.
  3. Create Group: Enables the creation of a name for a group of contacts.
  4. Groups: A list of groups, with the respective groupings created in that organization. These can be Static Groups (when contacts are added manually or through flows) or Dynamic Groups (a search bar that uses specific expressions and automatically adds the search results to the group).
  5. Contact List: A list of the various types of contacts available (blocked, stopped, and all available contacts).
  6. Manage Fields: Used to create contact fields, allowing the creation of varied fields for storing contact information.
  7. Export: Allows you to export all contacts from the organization.
  8. Custom Search Field: Enables the construction of queries to search for contacts by name, field, or even using logical rules.

An active contact is understood as a contact whose last message exchange with the platform occurred within the past 30 days.

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Contact Fields

Contact