Creating & Editing Contacts

You can add new contacts, view their details, and update their information — all from a side drawer that slides in from the right.

Creating a New Contact

1. On the Contacts page, click the Add Contact button in the header
2. A side drawer opens with the contact form

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Screenshot: Add Contact side drawer with empty form fields

add-contact-drawer.png

1. Navigate to Messaging → Contacts
2. Click the "Add Contact" button in the header
3. Capture the side drawer showing all the empty form fields
Save to: static/img/screenshots/contacts/creating-and-editing/add-contact-drawer.png

Form Fields

Fill in the contact's information. Fields marked with * are required.

Field	Required	Description
Channel	Read-only	Displayed at the top — defaults to WhatsApp. Shows which channel this contact belongs to
Name	Yes	The contact's full name (3–60 characters)
Email	No	Email address (validated format)
Date of Birth	No	Displayed side by side with Religion (dd-MM-yyyy format)
Religion	No	Displayed side by side with Date of Birth
Country Code	Yes	Searchable dropdown — select the country to set the dial code
Phone Number	WhatsApp: Yes, Messenger/Instagram: No	The contact's mobile number, validated based on the selected country
Preferred Method	Yes	Choose Phone, WhatsApp, Messenger, Instagram, or Email
Company Name	No	Displayed side by side with Preferred Method (3–60 characters)
Address	No	Free-text address field (3–100 characters)
State	No	Searchable dropdown — select the contact's state
City	No	Searchable dropdown — options depend on the selected state
Pin Code	No	6-digit postal code

Channel-specific phone requirement

Phone Number is required for WhatsApp contacts (since WhatsApp uses phone numbers as identifiers). For Messenger and Instagram contacts, the phone number is optional — these contacts are identified by their platform user ID instead.

Country code and phone validation

When you select a Country Code, the phone number field validates the number based on that country's format. For example, Indian numbers must be 10 digits starting with 6-9. The country code dropdown is searchable — just start typing the country name to find it quickly.

Custom Fields

If your organization has set up Custom Fields, they appear at the bottom of the contact form. These are additional fields specific to your business needs — for example, "Membership Tier" or "Preferred Language".

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Screenshot: Custom Fields section at the bottom of the contact form

custom-fields-section.png

1. Open the Add Contact drawer
2. Scroll down to the bottom of the form
3. Capture the Custom Fields section (if custom fields have been configured)
Save to: static/img/screenshots/contacts/creating-and-editing/custom-fields-section.png

Saving

Click Save to create the contact. The drawer closes and the contact appears in your list. Click Cancel to discard your changes and close the drawer.

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Viewing a Contact

To view a contact's details in read-only mode:

1. Click the View action on a contact row (or use the three-dot menu → View)
2. The side drawer opens showing all the contact's information in a read-only format

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Screenshot: View Contact drawer showing contact details in read-only mode

view-contact.png

1. Click the View action on any contact
2. Capture the side drawer showing the contact details in read-only mode
Save to: static/img/screenshots/contacts/creating-and-editing/view-contact.png

In view mode, you'll see all the same fields as the create form, but they are displayed as text rather than editable fields. To switch to editing, click the pencil icon at the top of the drawer.

Additional Fields for Messenger / Instagram Contacts

When viewing a Messenger or Instagram contact, additional platform-specific fields are displayed:

Field	Description
Username	The contact's @username on the platform
Page Name	The Facebook Page or Instagram account they messaged
Profile Image	Their profile picture from the platform
Follower Count	Number of followers (Instagram only)
Follows Business	Whether the user follows your business account (Instagram only)
Business Follows User	Whether your business follows the user (Instagram only)

These fields are read-only and populated automatically from the platform. Use the Sync Profile action to refresh this data.

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Editing a Contact

To edit a contact:

1. Click the Edit action on a contact row (or use the three-dot menu → Edit)
2. The side drawer opens with the contact form pre-filled with their current information

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Screenshot: Edit Contact drawer with pre-filled form fields

edit-contact.png

1. Click the Edit action on any contact
2. Capture the side drawer showing the pre-filled form with editable fields
Save to: static/img/screenshots/contacts/creating-and-editing/edit-contact.png

The edit form has all the same fields as the create form, plus two additional fields:

Additional Field	Description
Status	Set the contact as Active or Inactive
Opt-Out	Toggle whether the contact has opted out of receiving messages

Opt-Out

When you enable the Opt-Out toggle, the contact will not receive any messages sent through the portal — including broadcasts and template messages. This applies to whatever channel the contact is on (WhatsApp, Messenger, or Instagram).

Make your changes and click Save to update the contact, or Cancel to discard your changes.