Contacts and funnel stages

Every person who writes to you becomes a contact, automatically, on the first message from any channel. You can also add them yourself with Add contact or bring in your existing base with Import CSV / XLSX.

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What a contact carries

• Channel identities: their phone and WhatsApp (with verification status), Instagram handle, Messenger profile, and email
• Origin: which channel they came from, so you learn which sources send qualified leads and which send noise
• Stage: where they are in your funnel
• Owner: which teammate is responsible for them
• Location: country and city
• Custom properties: fields you define for whatever your business tracks, from industry to decision timelines

Everything is editable from the contact view, which also shows the full conversation history and activity for that person.

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Funnel stages

Stages are defined per workspace, so your funnel matches how you actually sell (for example: Nuevo lead, Calificado, En propuesta, Cliente). Set a contact’s stage from the contact view, and watch the distribution on the Dashboard’s Contacts by funnel stage chart. Update the stage the moment you learn something, not at the end of the week. It is one click in the place you already are, and it is the difference between a pipeline view you trust and one you ignore.

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Editing your stages

Admins define the stages themselves from the Funnel stages button in the Contacts header. Each stage gets an emoji, a name, and a description. Write the description well, because it tells both your team and the AI when the stage applies. Drag to reorder. Order matters: when a contact qualifies for several stages the AI picks the one highest in the list. One stage is the initial stage, where every new contact from your channels lands first. A stage is Manual only by default: your team moves contacts in and out. Switch it to Automatic with AI to let your agents move contacts into it when conditions you define are met (properties like origin, country, or days without a reply). Deleting a stage never deletes contacts. They are left without a stage, and the toast offers Undo if you change your mind.

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Board view

You can switch the contact list to a Board view that groups contacts into columns by a single-select property like funnel stage, then drag a contact from one column to the next as it moves forward. It is the fastest way to work a pipeline by hand. Saved views let you keep the filters and layout you use most.

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Filtering and segments

The contact list searches by name and filters by many criteria, so questions like “qualified leads from Instagram” are a filter away. Selecting contacts brings up the bulk-action toolbar: Send WhatsApp template (which is how a broadcast starts), Export CSV, or delete. A segment is a saved filter with a name. Define the conditions once (“stage is Cliente”, “origin is Instagram”) and every contact who matches, today or in the future, belongs to it automatically. There is no manual adding or removing; the membership is always live. Admins create them from the Segments button in the Contacts header, and each segment’s page shows its current members with a Send WhatsApp template button for messaging the whole group. Deleting a segment never touches the contacts in it.