Contacts
How to add a new Contact?
Step 1: Go to the Whautomate app, Select the "Communications" menu option, and Click the "Contacts" option to continue. 👇
Step 2: Select the + New Contact button.
Step 3: Enter the contact name and phone number with the country code, then click the "Save" button to create a contact successfully.
Eg. I have entered the contact name and phone number: John Doe | +919876543210
Step 4: After creating a contact, click the "Message" icon to start a conversation in the team inbox chat section quickly.
How to Bulk Import Contacts
Step 1: Go to the Communication menu
Step 2: Select the Contacts menu option
Step 3: Click the Bulk Import button.
Step 4: Click the Download Sample File button to download the sample file and update the details as per the format. The required fields are Name, Country Code, and Phone Number.
Step 5: Once it is updated click Choose File and select the updated contact file.
Step 6: Click the Import button
Step 7: Click the Confirm button
How to Delete a Contact
Step 1: Select the Communication menu
Step 2: Select the Contacts option
Step 3: Click the More Action button
Step 4: Select the Delete Contact Option
Step 5: Click the Confirm button to delete a contact
How to Bulk Delete Contacts
Step 1: Select the Communication menu and select the Contacts
Step 2: Click the checkboxes to select contacts for deletion, or use the Bulk Selection option
Step 3: Select the Actions and click the Delete Selected Contacts
Step 4: Click the Confirm button to delete the selected contacts
How to Block a Contact?
We can Block Marketing and Spam contacts in the Whautomate.
Step 1: Select the More Actions icon.
Step 2: Select the Edit Contact option.
Step 3: Enable the Block Contact button and click the Save button to block the contact.
Last updated