Adding and managing contacts
How to add contacts manually, view contact details, edit information, and delete contacts in AIsoule.
Contact activity timeline explained
Understanding the unified activity timeline that shows all interactions with a contact.
Merging duplicate contacts
How to find and merge duplicate contacts to keep your contact list clean and avoid sending duplicate messages.
Bulk operations (assign, tag, delete)
How to perform actions on multiple contacts at once — bulk assign, tag, untag, change stage, and delete.
Contact source tracking
How AIsoule tracks where contacts come from — WhatsApp, ads, imports, API, and manual creation.
Using the QR code scanner to add contacts
How to scan WhatsApp QR codes or wa.me links to quickly find or create contacts in AIsoule.
Understanding the 24-hour service window
How the WhatsApp 24-hour service window affects your ability to message contacts and what to do when it expires.
Importing contacts from CSV
How to bulk import contacts into AIsoule from a CSV file with column mapping and duplicate handling.
Exporting contacts to CSV
How to export your contacts from AIsoule to a CSV file for backup, analysis, or use in other tools.
Using tags to organize contacts
How to create, assign, and filter contacts by tags for better organization and targeted messaging.
Creating custom fields for contacts
How to define custom data fields (text, number, date, select) to store additional contact information.
Contact assignment (to user)
How contact assignment works — assigning contacts to specific agents for ownership and follow-up.
Creating custom segments with filters
How to create dynamic contact segments using AND/OR filter conditions to target specific groups.
Contact pinning and favorites
How to pin important contacts to the top of your list for quick access.
Contact lifecycle stages (lead to customer)
How to use lifecycle stages to track contacts through your sales pipeline from new lead to customer.