Converso product documentation
  • Welcome to Converso
  • Getting started
    • Quick checklist
    • Setting up your account
  • Helpdesk
    • Conversations
    • Groups
      • Adding channels to a group
    • Teams
    • Notifications
    • Contacts
      • Managing contacts
    • Broadcast messages
    • Auto responder
  • Channels
    • Webchat
      • Configuring the widget
    • WhatsApp
      • Key points
      • What are WhatsApp business accounts?
      • Connecting to WhatsApp
      • Message templates
      • Mapping message templates
      • Sending and receiving messages
      • Conversations
      • Chat widgets and buttons
      • How to create an image URL
    • SMS
  • AI
    • AI Agent
      • Creating your AI Agent
      • Connecting to Voiceflow
    • Handover to a human agent
    • Creating an Assistant in OpenAI
    • Connecting your OpenAI account
  • Payments
    • Creating invoices and checkouts
  • Integrations
    • Connecting to Stripe
    • Connecting to Quickbooks
    • Connecting to Xero
      • Sending Xero invoice reminders
  • Support
    • How to contact support
    • Features and bugs
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Contacts

Import your existing contacts and save details of new contacts

You can save existing customers' details in contacts by importing through CSV, or manually, or from Xero or Quickbooks.

New contacts can be created using the channel ID (eg WhatsApp mobile number) used in a chat, or information obtained from the AI Agent during a conversation.

Contacts can be accessed from any group.

PreviousNotificationsNextManaging contacts

Last updated 12 months ago