WhatsApp services
Contacts
Create, search, filter, update, and delete the saved people used by the Scheduler and workflows.
Business usersMarketing teamsBeginnerAvailable
What this guide covers
- Contacts stores a person's name, WhatsApp phone identity, optional email, tags, notes, and associated business number.
- Prerequisites: A connected business number for manual contact creation.
- Result: The contact is visible, searchable, and selectable by Scheduler; inbound contacts may also appear automatically.
- Limit: The current UI does not expose bulk CSV import/export or a standalone segments-management page.
What this is and when to use it
Contacts stores a person's name, WhatsApp phone identity, optional email, tags, notes, and associated business number.
| Use it when | Expected outcome |
|---|---|
You need to select recipients in Scheduler. | The contact is visible, searchable, and selectable by Scheduler; inbound contacts may also appear automatically. |
You need tags, notes, or contact variables in automation. | The contact is visible, searchable, and selectable by Scheduler; inbound contacts may also appear automatically. |
Before you begin
- A connected business number for manual contact creation.
- Phone numbers use international format such as +971501234567.
Prerequisites
A connected business number for manual contact creation. Phone numbers use international format such as +971501234567.
Complete the task
- Open Agent Project → Contacts.
- Search by name or phone, or filter by business number.
- Select Add Contact and enter name, phone, optional email, comma-separated tags, and notes.
- Edit allowed profile fields when information changes.
- Delete only when no pending schedule blocks the contact.
Confirm it worked
- The contact is visible, searchable, and selectable by Scheduler; inbound contacts may also appear automatically.
Common problems
| Symptom | What to check |
|---|---|
Delete is blocked | Cancel or complete pending schedules that reference the contact first. |
Contact is excluded from scheduling | The contact may be opted out; Scheduler excludes opted-out recipients. |
Current limitations
The current UI does not expose bulk CSV import/export or a standalone segments-management page.
Product boundary
The current UI does not expose bulk CSV import/export or a standalone segments-management page.
Where to go next
Related documentation
Schedule a one-time WhatsApp messageChoose contacts, Sender, content, media or approved template, future time, and review estimated cost.Update ContactUpdate contact information or custom fields. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Update Contact workflow node.Assign TagAdd or remove tags from contact. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Assign Tag workflow node.