How to search, filter, and add contacts from the app
Find a customer by name, phone, or email, filter by tag or owner, and add a new contact from your phone.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
On this page
The Contacts list in the app is the same as in the web dashboard. From there you can open a customer's profile, message them on WhatsApp, or add someone new.
Step by step
- Step 1:
On the Conversations tab, tap Contacts. In Search name, phone, or email, type part of what you're looking for.
- Step 2:
Use the filters below the search bar: Owner and tags, such as Student and Trial class. The number of contacts appears right below.
- Step 3:
Tap a contact to open their profile, or tap the WhatsApp icon next to it to message them directly.
- Step 4:
To add someone, tap New.
- Step 5:
Fill in the Name and the Phone with area code (email is optional) and tap Save contact.
How to know it worked
The contact is added to the list and also appears in the web dashboard, ready for you to chat, schedule, or add to a funnel.
If something goes wrong
The app says the phone number already exists.
There's already a contact with that number. Search by phone and open their profile.
Next step
Edit a contact's details, tags, and notes.
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