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Contacts are created automatically whenever someone sends a message to your assistant’s phone number. You can also pre-register contacts manually, allowing you to assign tags, names, emails, and other details in advance — making it easier to organize users and deliver personalized communication from the start. On the Contacts page, you can view a contact’s full details, including their properties, the phone numbers they have interacted with, and any OAUTH accounts connected through the assistant.
To manage contacts, visit messenger.cogfy.com/:WORKSPACE/contacts.

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Create a contact manually

1

Click on the 'Create' button

This action immediately creates an empty contact.
2

Click on the 'Edit' button

Click the edit button to set the contact’s properties. Add the phone number in the “phone” field—this way, when the person sends a message, the pre-registered contact will be updated with information received from WhatsApp.

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Import multiple contacts

You can import multiple contacts at once using a CSV file
1

Click on the 'Import from CSV' button

This action opens a dialog for uploading a CSV file.Screenshot of the import from CSV button
2

Download the sample CSV file

Click the download button to get a sample CSV file. Use this file to format your contact data correctly before importing it.
3

Click on 'Choose File' and select your CSV file

Click the ‘Choose File’ button to select your formatted CSV file for import.
4

Click on 'Upload' to import the contacts

Click the ‘Upload’ button to import the contacts from your CSV file.