> ## Documentation Index
> Fetch the complete documentation index at: https://docs.watx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> The list, search and filters, bulk actions, CSV import, where contacts come from, and the contact drawer.

Everyone who has ever messaged you — on WhatsApp, Instagram or the website widget — is a contact, along with anyone you added by hand, imported, or who filled in a form. One person is one contact even if they reach you on several channels.

## The list

The table shows **Name**, **Phone**, **Email**, **Company**, **Tags**, **Source** and **Created**, narrowing to the first few columns on a small screen. Click any row to open the contact drawer. Twenty-five contacts load at a time, with the total and a pager at the foot of the table.

### Search

The search box matches on name, phone number and email. With a tag or segment filter also active, the search widens to cover the company and the Instagram handle as well.

### Filters

**Tags** and **Segments** each open a checklist. Within one filter the logic is "any of these"; the two filters then intersect, so picking two tags and one segment means *(either tag) and (that segment)*. Each active filter shows as a removable chip, with **Clear all** beside them.

Filtering by a segment resolves it properly — including a filter segment, whose membership is worked out on the spot rather than stored. See [Segments](/contacts/segments).

## Bulk actions

Tick the checkbox on any row and a bar appears above the table saying how many are selected, with:

* **Add to segment** — files all of them into a list segment. With a mixed selection, only segments every selected contact already belongs to show as ticked, so clicking one adds rather than silently removing the members.
* **Delete selected**
* **Clear** — drop the selection.

Selection covers the rows currently on screen. Changing page, the search or a filter clears it, so the bar can never act on rows you can no longer see.

## Adding a contact

**Add contact** opens a short form. **Phone** is the only required field; name, email, company and tags are optional.

Numbers are stored in international format so the same person looks the same however they reached you. The hint under the box shows exactly what will be saved — a number typed without a country code picks up the workspace's default country, and seeing that guess before you save is the point. Set the default under **Settings → Fields & tags**.

If the number already belongs to somebody, the form says so before you save and offers to open the existing contact. A very similar number gets a softer warning.

## Importing a CSV

**Import** takes a CSV with a required `phone` column. `name`, `email`, `company` and `tags` are optional; a `tags` cell holds one or more tag names separated by commas or semicolons (quote the cell if it has commas in it).

<Steps>
  <Step title="Choose the file">
    Watx parses it and shows how many rows are ready, plus a preview of the first few with their tags.
  </Step>

  <Step title="Optionally pick a segment">
    **Add everyone to a segment** files the whole file into a list segment — including numbers you already have. A contact skipped as a duplicate is still on the list you imported.
  </Step>

  <Step title="Import">
    The result names what happened: imported, tags assigned, added to segment, skipped and failed.
  </Step>
</Steps>

**Skipped** means you already had that number — either already in the workspace, or twice in the same file. **Failed** means the value was not a usable phone number at all. Imported contacts are marked with the source **Imported**.

Tag names in the file are matched to your existing tags. Creating a tag that does not exist yet needs an admin; for anyone else, unknown tag names are left off rather than inventing tags.

## Where a contact came from

Every contact records its origin, shown as a quiet pill in the list and the drawer.

| Source             | Means                                                                      |
| ------------------ | -------------------------------------------------------------------------- |
| Added manually     | Typed into the contact form by someone on your team                        |
| Imported           | Came in through a CSV import                                               |
| WhatsApp           | Messaged your WhatsApp number first, including from a click-to-WhatsApp ad |
| Instagram          | Sent your account an Instagram DM                                          |
| Website chat       | Started a conversation in the chat widget on your site                     |
| Form               | Submitted one of your forms, or booked a slot                              |
| Facebook lead      | Filled in a Facebook lead-generation form                                  |
| API                | Created through the public API, directly or by being messaged              |
| Broadcast audience | A number pasted into a broadcast audience that was not yet a contact       |
| Unknown            | The contact predates origin tracking                                       |

Origin cannot be recovered after the fact, so it is left blank rather than guessed.

## The contact drawer

Clicking a contact opens a panel with the whole record. The header carries the avatar, name, source, company and any identifiers — phone, `@handle`, email — each click-to-copy, plus **Send template** and **Open chat**. Under that are three dates: when the contact was **Added**, last **Updated**, and their **Last message**.

Six tabs:

| Tab          | What is on it                                                                                                                                 |
| ------------ | --------------------------------------------------------------------------------------------------------------------------------------------- |
| **Overview** | Name, phone, email and company, the address, identity and origin, and marketing consent. Click a field to edit it; changes save on their own. |
| **Activity** | Everything that has happened to this contact, newest first — see [Activity timeline](/contacts/activity-timeline)                             |
| **Labels**   | Tags and segments, as chips you toggle                                                                                                        |
| **Notes**    | Internal notes. Only your team sees them                                                                                                      |
| **Fields**   | The workspace's custom fields and this contact's values                                                                                       |
| **Deals**    | Deals raised for this contact, with stage, value and outcome — see [Pipelines and deals](/contacts/pipelines-and-deals)                       |

### Marketing consent

The Overview tab's **Marketing** block says whether the contact is **Receiving marketing** or **Opted out**, with an **Opt out** / **Resubscribe** button and, for someone who opted out, when and how.

Opting out suppresses **broadcasts and campaigns only**. Your team can still reply to them in the Inbox, and an opted-out contact is shown with a badge next to their name so nobody has to check.

## Deleting

Delete one contact from its row menu, or several from the bulk bar. This removes the contact record. Deleting a conversation is a separate action in the Inbox and does not delete the contact.
