View & Manage Contacts
Walkthrough of the layout and features of the Contacts screen
Overview
The contacts screen is a single place to view and manage all your contacts
From this screen you can take actions like viewing all groups associated with a contact, marking contacts as internal or external, removing contacts from all groups in one-click, and settings labels by contacts.
Contacts Table
The contacts table is the main part of the screen. It shows a list of all contacts that across all connected WhatsApp numbers. The table has the following columns:
Contact names are automatically synced from WhatsApp.
Contact numbers are automatically synced from WhatsApp.
Shows all the labels that have been created and tagged to a particular contact
Contacts can be marked as Internal / External. This is especially helpful for AI flagging (only queries by external contacts are flagged by AI) and calculating response and resolution times.
Search and Filter
Periskope provides a powerful search and filter feature for contacts
To search for a contact, type either the contact name or number. Periskope will automatically filter the list of contacts based on the search query.
To filter the list of contacts, click on the filter icon on the top right of the screen. You can filter the list of contacts based on Internal/External tag and any custom labels created.
Export
Select all contacts and click on the “Export” button at the top right to export all contacts into a csv
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