Contacts, groups & tags
Everything about contacts lives under the Contact menu: Contacts, Groups and Tags.
Add a contact
Section titled “Add a contact”Go to Contact → Contacts and click Add Contact.
| Field | Notes |
|---|---|
| Contact Name | |
| Contact Number | Required. Include the country code |
| Assigned Employee | The teammate responsible for this contact |
| Groups, Tags | Organise the contact |
| Email, Facebook URL, Instagram Link, LinkedIn URL, Date of Birth, Gender | Optional profile details |
You don’t always need to add contacts by hand. Wabot creates a contact automatically when someone messages you, or when you message them through a campaign or the API.
Import contacts in bulk
Section titled “Import contacts in bulk”- On Contacts, open the bulk menu and choose Import Contacts.
- Answer “Will all the entries have country code for Phone number?” If you choose No, pick the country code to add.
- Drag in your file. Supported formats are .xls, .xlsx, .csv, .doc, .docx and .vcf, up to 5 MB. Click Download Sample for a template.
- Map the columns in your file to Wabot fields: Contact Name, Contact Number, Email, Date of Birth, Gender and social links.
- Review. Invalid cells are highlighted so you can fix them.
- Confirm and wait until it finishes. Don’t close the page while it runs.
- Optionally choose a group, then click Assign Now.
Groups
Section titled “Groups”Groups are lists you send campaigns to, such as VIP customers or Webinar sign-ups.
- Contact → Groups → Add Group: enter a name and an assigned employee.
- Click View on a group to see its members, or Remove a contact from it.
- To add many contacts at once, select them on the Contacts page and choose Assign to Groups from the bulk menu.
Tags are labels such as Lead, VIP or Follow-up. You can filter by them in the inbox and use them in workflows.
- Contact → Tags: create a tag with a name (up to 50 characters) and a colour.
- Click a tag’s contact count to see everyone who has it.
- If you delete a tag, it’s removed from all contacts.
Other bulk actions
Section titled “Other bulk actions”Select contacts and use the bulk menu to:
- Assign to Groups or Unassign from Groups
- Block Contacts or Unblock Contacts
- Trigger Workflow: run a manual workflow for the selected people
Duplicates
Section titled “Duplicates”The Duplicate Contacts card shows numbers that appear more than once. Open Manage Duplicate Contacts to review them, or use Auto-Merge High Confidence to clean up the obvious ones in one click.