Manage Your Contacts
Search, filter, and take action on your existing contacts.
Last updated September 11, 2026
Overview
The Contacts page lists everyone in your account. From here you can search, filter, and act on individual contacts.
Quick navigation
Open Contacts → Search for a contact → Filter the list → Use a contact's actions.
Open Contacts
Open Contacts
From the left navigation, click Contacts.
Search for a contact
Type into the search box
Search matches by name, phone number, or email.
Filter the list
Use the filter dropdowns
Narrow the list with All Groups, All Agents, All Statuses, or the Opted Out toggle.
Use a contact's actions
Open the row menu
Click the ⋮ menu at the end of any contact's row.
Delete is not reversible in this menu
Removing a contact from here is a real deletion — double-check you have the right contact before confirming.
Row actions
| Action | Description |
|---|---|
| Send Message | Start a chat with this contact. |
| Edit | Open this contact's details for editing. |
| Change Status | Set this contact's status. |
| Add Follow-up | Schedule a follow-up for this contact. |
| Status Timeline | View this contact's status history. |
| Add to Favorites | Mark this contact as a favorite. |
| Delete | Remove this contact. |
See also
Create a ContactAdd a single contact to your account manually.Open article Import ContactsAdd many contacts at once from a CSV or Excel file.Open articleRelated articles
Was this article helpful?