Adding customers

You can add customers to your account one at a time directly from the platform. This is useful for adding new customers as they come in — after a phone call, a walk-in, or a one-off conversation.

Adding a customer from the Inbox

The fastest way to add a single customer:

1. Click Inbox in the left-hand navigation.
2. Click the pencil icon to the right of the customers header to open the compose window.
3. In the To: field, type 1 followed by the customer's mobile number.
4. Type and send a message.

The platform automatically creates a contact record for the phone number. You can then edit the contact's profile to add their name, email, and other details.

Adding a customer from the customers Section

For a more detailed approach:

1. Navigate to Contacts in the left-hand navigation.
2. Click Add customer or the equivalent button.
3. Enter the customer's phone number, first name, last name, and any other available fields.
4. Assign the customer to a group if applicable.
5. Save the customer.

After Adding a customer

Once a customer is added, they appear in your All customers group and any specific group you assigned them to. You can:

• Send them a message from the Inbox
• Include them in campaigns
• Edit their profile details at any time
• Add them to additional groups

Tips & Best Practices

• Always add the customer's name when possible — personalized messages perform significantly better than messages addressed to a phone number.
• If you are adding a customer who was previously on a different messaging platform, consider sending an introductory message letting them know about the new number.
• Use the Inbox method for quick additions when you are already in a conversation. Use the customers section for more structured data entry.