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 | [phone]

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.