Contacts Overview

Every person who messages you through a connected channel lands in Contacts. Use these views to learn about them, organize them, and track who needs follow-up.

The four contact views

Click Contacts in the sidebar to open four views:

All — Every contact in a searchable table
Watchlists — Selected segments monitored side by side
Segments — Saved groups defined by filter rules
Deals — A drag-and-drop pipeline board

Pick the right view

All Contacts is best for:

Day-to-day contact management
Searching for specific people
Bulk updates or exports
Editing contact details

Watchlists is best when you want to:

Monitor selected segments side by side
Keep complaints, VIP customers, follow-ups, or leads in view
See matching contacts update automatically

Segments helps you:

Create smart groups that update automatically
Target specific types of contacts (like "VIP customers" or "Needs follow-up")
Organize without manual sorting

Deals is best when you want to:

Track contacts as they move through a sales or lifecycle pipeline
Drag deals between stages on a kanban board
See how many contacts sit in each stage at a glance

Terms to know

Contact — Someone who's messaged you on any channel, or who you've imported
Segment — A saved filter that groups matching contacts automatically
Stage — Where a contact sits in your pipeline, shown as columns on the Deals board
Custom Fields — Extra info you track, like "Plan type" or "City"

Use contacts across Cloodot

Organize

Segments — Create groups that update themselves
Custom Fields — Track the details that matter
Labels — Tag and categorize contacts

Reach out

Campaigns — Message specific segments
WhatsApp Templates — Approved templates for outreach

Measure

Conversation Insights — See engagement patterns
Marketing Insights — Track how campaigns perform

All Contacts — The full table view
Watchlists — Monitor selected segments side by side
Segments — Creating and managing groups
Deals — Work your pipeline on a drag-and-drop board

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