Contacts

Contacts are keyed by phone number: one contact per number per account, and imports upsert rather than duplicate.

Fields

  • name, phone (E.164), notes
  • tags: free-form labels that double as broadcast audiences
  • fields: up to 20 custom key/values, usable in merge fields as {{field:key}}

CSV import

Console → Contacts → Import CSV. The first row must be a header including a phone column (phone, number, mobile…). Unrecognized columns become custom fields. Existing contacts are enriched, never wiped: a row with only name+phone will not erase tags you added by hand.

Export

Console → Contacts → Export downloads the whole book as CSV, custom fields as columns.

Names in the inbox

Inbound messages resolve the sender against contacts, so threads show "Jane Doe" instead of a raw number the moment a contact exists.