Organize customer contacts
Add customer details and keep contact information ready for your team.
Wasel’s voice · English subtitles Open the video directly
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Written walkthrough
Follow the video, then use the written steps below while you work in your dashboard.
The walkthrough uses a demo workspace and synthetic customer details. Channel availability depends on your account and provider configuration.
Find a contact
In this lesson, we will add and review a customer contact. Open Contacts and search for an existing record first. To add new details, click Add contact. Saved information helps the team organize communication and follow-up.
Add customer details
Enter the customer’s name and available email, phone, or WhatsApp details. Record a suitable contact time if provided. Use details supplied by the customer and check spelling and numbers before saving.
Save and review
Click Save. The success message and customer row confirm the record was added. This example uses synthetic details. Review the contact actions menu for available options. Saving a contact does not itself confirm completed follow-up.