Contacts & CRM
A customer, not a phone number.
Contacts hold the person rather than the address. Someone who phoned on Tuesday and messaged on WhatsApp on Friday is one record with one history, and the do-not-contact state travels with them per channel.
| Name | Tags | |
|---|---|---|
| Dana Whitfield | 24h window open | lapsedcrown |
| Marcus Reid | reachable | vip |
| Priya Raman | — | lapsed no SMS |
Or just ask for it
You don’t have to open the contacts screen.
The same assistant, on the three places you already are.
InboxMarch lapsed list
Make me a list of everyone who booked in March and hasn’t been back.
214 contacts. Saved as “March lapsed” — it recalculates, so it stays current rather than freezing at export time.
tag everyone from the Saturday walk-ins as “new”
On it 🔧(runningbulk_tag_contacts…)
Tagged 9 contacts. (edited)
✅ 2🙏 13 replies · last reply 12m ago
@Octo who’s on the march lapsed list?
Email octo@agent.omniocto.com · WhatsApp 1-MAN-ASK-OCTO · Slack #omniocto
- Omnichannel contact profiles
- Ten channel types resolve onto one person, so a caller and a WhatsApp sender with the same number are not two strangers.
- CSV import with column mapping
- Map your columns once and the values become variables campaigns and scripts can use.
- Contact lists
- Saved lists you build once and run against repeatedly.
- Tags & bulk operations
- Tag in bulk and target by tag, so the audience is whoever carries it today rather than whoever carried it at export time.
- Custom fields
- Your own fields on a contact, usable in personalisation and in segments.
- Plain-English segments
- Describe the group you mean and it becomes a live segment whose membership is recalculated rather than frozen.
- Birthday & attribute filters
- Filter on dates and attributes for the campaigns that depend on them.
- Per-channel do-not-contact with audit history
- Opting out is recorded per channel with the history to show when it happened and that nothing followed. It is enforced at send time, not just stored.
- Conversation history per contact
- Every call, email and message against the person, in one thread list.
- Last-interaction awareness
- When you last spoke, per channel — including whether a WhatsApp 24-hour window is currently open, which decides what you may send.
- Export
- Contacts and campaign results export as CSV with your fields as columns.
- Deduplication on import
- Importing the same people twice merges them rather than creating a second copy to call twice.
What this powers