Add and import your contacts

Bring your customers and leads into one place so your AI and team see the same record.

Updated October 23, 2026

1. 1

   Open the contacts directory

   Open Contacts in the dashboard. Here you see every lead and customer, with their source and the date they were captured.

2. 2

   Add a contact by hand

   Click Add Contact and fill in the details. You can assign the contact to a group.

3. 3

   Import in bulk

   Use CSV Data Sync to bring in a list from a spreadsheet. Make sure each row has a name and a full phone number with country code.

4. 4

   Organise

   Use contact groups and tags to segment people, for example by batch, location or interest.