All docs
CRM · 3 min read

Contacts + custom fields

A WhatsApp-native CRM that sits next to the inbox.

Every conversation creates or matches a Contact row. The contact card shows:

  • Name, phone, email, tags
  • Lifecycle stage (Lead → MQL → SQL → Customer → Evangelist)
  • Lead score
  • Custom fields (your own keys — e.g. vehicle: Camry, tire_size: 245/40R18)
  • Birthday + anniversary
  • Connected order history if Shopify / WooCommerce integration is wired

Custom fields

Open any contact → "Add field". The key + value lives on Contact.variables and is available in flow placeholders ({{contact.vehicle}}).

Bulk import

Settings → Contacts → Import CSV. Map columns to fields. Duplicate detection deduplicates by phone — re-running is safe.