Contacts
An overview of your customers across all messaging channels.
All contact profiles with whom you have had conversations will be automatically saved to the Contacts Tab.
Contact Tab
When an incoming message is initiated by a customer who is not yet a contact, the available contact information from the instant messaging platform will be automatically saved to your Contacts tab.
For example:
When a customer starts a conversation with you on WhatsApp, information such as Phone Number and Display Name will be automatically added onto SleekFlow.
As you obtain more information about the customer, you can edit and update the customer's information using the Contacts tab.
Go to Contact > Create, fill in the contact's details and click the "Create" button at the bottom to create a new contact.
Use the import contact function if you have a large number of contacts to add.
Bulk update contacts in one go, using the bulk edit function.
Bulk edit priority
There is a quick search for a specific contact by name, phone number, or email address in the search field.
Type in any name, phone number, or email address and click "Search".
Search specific contact by name
You can filter contacts by selecting specific conditions.
Conditional filtering
Last modified 11mo ago