Create New Contacts

The 'Import Contact' tool is a super helpful tool that lets you bring in contacts to your ChatbotBuilder account really easily. You can use it to add contacts from WhatsApp, SMS, and even from other chatbot platforms.

First, go to Import Contact, go to the ‘Contact’ section and click on Action > Import Contacts.

Import contacts from other chatbot platforms

To import contacts from Manychat, Select Manychat on the source option

If you want to bring in contacts from chatbot platforms that aren't Manychat, choose "Other messenger bot platform" as the source and upload the PSIDs.

Import Channel contacts.

1. Select the Channel

You can import contacts for various channels, including WhatsApp, SMS, Messenger, Telegram, and Instagram. You can choose the right channel option when prompted.

2. Prepare and Upload Your Contact File 

• Ensure your contact file is in .csv or .xlsx format. (see the template example in the last image below.) 
• Required fields for each channel:
  • SMS (Phone): Phone number with country code.
  • WhatsApp: Phone number with country code.
  • Messenger, Telegram, and Instagram: Contact ID/PSID, full name, and email.
• Optional: Select 'More Options' to assign a custom field or add tags to the imported contacts.