Manage your contacts (customer directory)

What it's for

The Contacts section is your customer directory. It lets you find a customer in an instant, keep all their history in one place, and segment your contacts to reach them more effectively.

A contact created automatically

You don't have to type anything by hand: every person who writes to you automatically becomes a contact. As soon as a customer reaches out by email, chat or another channel, their profile is created for you.

View and complete a contact profile

1. In the sidebar, click Contacts.
2. Click the contact you want to open their profile.
3. Complete or edit their information: name, email, phone and other useful details.

Custom attributes

You can add your own fields to store the information that matters to your business (for example a customer number, a subscription type or a city). These fields are called custom attributes and then appear on each profile.

Internal notes

Add internal notes to a contact to remember an important detail (for example "loyal customer" or "prefers to be called in the afternoon"). These notes are visible only to your team, never to the customer.

Segments: filtered lists of contacts

Segments are filtered lists of contacts that match criteria you choose (for example all contacts from the same city, or everyone with a certain attribute). Once saved, a segment updates on its own and lets you quickly find a specific group of customers.

Import and export via CSV file

You can transfer your contacts using a CSV file (a table format readable by all spreadsheet apps).

1. Open the Contacts section.
2. To add an existing list of customers, use the Import option and select your CSV file.
3. To retrieve your contacts, use the Export option: you'll receive a CSV file containing your contacts.

💡 Tip — Before importing, make sure your CSV file has one column per piece of information (name, email, phone…). This avoids duplicates and keeps your directory clean.