Tags and contacts

Reviewed by Ahmed Mohamed · Oct 31, 20261 min read1 view
Short answer

Add tags to conversations to organize them, and open Contacts to see every customer and their full history.

Tags

Click Add tag in any conversation. Use tags like refund, vip or complaint to filter the Inbox and in reports.

Contacts

Each contact has a profile with their name, phone, email, channels and every past conversation. You can:

  1. 1Edit contact details and add custom fields
  2. 2Merge duplicate contacts
  3. 3Import contacts from a CSV file under Contacts → Import
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