Skip to main content

Contacts

People is the central directory of CRM contacts and chatbot subscribers from your Wabot-connected WhatsApp accounts.

Where to Find It​

Sidebar → GENERAL → Audience Hub → People — https://app.wabot.io/dashboard/contacts/people

Contacts Page

Views​

Use the People page to switch between the available contact and subscriber views:

ViewDescription
ContactsCRM people and their profile data
SubscribersPeople who have interacted with your chatbot or other subscriber entry points

Filters​

  • Select Account — filter by a specific WhatsApp account
  • Search — find a person by name or phone number
  • Advanced filters — narrow by chatbot status, follow-up state, activity, source, labels, or date
  • Columns and view mode — adjust the details shown for your workflow

Working with a Person​

  1. Open Audience Hub → People and choose the account and view.
  2. Search or filter for the person.
  3. Click the row or card to open the profile.
  4. Review or update:
  • Name & phone number
  • Labels applied
  • Conversation history
  • Custom fields (email, company, notes)
  • Last interaction date
  1. Save any permitted changes. Use the page's bulk actions only after confirming the selected people.

Add, Import, Export, and Remove Contacts​

  1. Select the account first, because contacts belong to a specific WhatsApp account.
  2. Use Add Contact to create one contact. Enter a name when available and a phone number in international format.
  3. Use Import to add a prepared CSV file. Test the import with a small file before importing a large database.
  4. Use Export after applying the required account, search, and date filters.
  5. Use delete actions cautiously. Removing a CRM contact does not necessarily undo messages, labels, subscriber history, or external system records.

Labels​

Labels are WhatsApp-native tags (like "new lead", "VIP", "paid"). Open Audience Hub → Labels to select an account and label, then search, filter, refresh, or export the associated people. Labels can be used to:

  • Filter contacts
  • Trigger automations (label-based triggers)
  • Segment broadcasts

See also: Audience Hub · Live Chat