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Add and import your contacts

Your customer list: add people, import in bulk, tag and segment them.

4 min read6 steps

1. 1

   Add a contact

   Click Add contact. Step 1 asks for name and phone (with country code), step 2 for tags, step 3 for custom fields. Next moves forward, Update or Create saves.

   Add contact button
2. 2

   Search for tags and fields

   In steps 2 and 3 type to search; only matching tags or fields are listed, so it stays fast even with hundreds.

   Edit contact dialog
3. 3

   Import many at once

   Use Import to upload a CSV. Map your columns to contact fields, review, and confirm. Duplicates are matched by phone number.

   Import button
4. 4

   Filter and find

   Search by name, phone or email, and filter by tag or company. Results are paged, so large lists stay quick.

   Search bar and filters
5. 5

   Start from a ready-made setup

   On the Dashboard checklist, choose Set up for your business. Pick your kind of business (or search for it) and we add the tags, contact fields and quick replies businesses like yours use. Nothing you already have is changed. If yours is not listed, choose Create with AI and describe it.

   Dashboard → Get started
6. 6

   Create custom fields

   Open Contacts → Tags & custom fields in the left menu to add fields such as Appointment Date (date), a dropdown or a number. They appear on every contact and can drive automations.

   Contacts → Tags & custom fields