Add Contact
Swiftly create contacts in AiInbox with either single contact entry or bulk import. Simply follow the easy steps to add details and upload your contacts efficiently.
Contacts in AiInbox can be created using the following methods:
- Single contact Creation
- Bulk Contact Import
- User initiated Message
Single Contact Creation
To add a single contact, click on “New Contact.” A side window will open, asking you to provide the required details, such as First Name, Last Name, Business Name, Phone, Email, Tags, and any additional relevant information.
Bulk Contact Import
1- To import contacts in bulk to AiInbox, click on the three dots in the top right corner, then select “Import,” followed by “Import File.”
2- Next, download a “sample file” for your reference.
3 - Once you’ve reviewed the sample file and formatted your own accordingly, you can upload it to AiInbox. After the upload, you’ll be able to rename the import file and adjust the Contact Update Preferences. Furthermore, you can add contact tags for the bulk-uploaded contacts and create a group for those particular contacts.
Phone Number Validation in AIInbox
You can select a country code for validation to ensure consistency in contact data.
If you import a file without a country code, AIInbox will automatically add +91 (India) by default.
Imported numbers will be validated using the selected country code, which will auto-fill for contacts missing one.
Allowed Formats:
With Country Code: 919876543210, +919876543210
Without Country Code: 9876543210, 09876543210 (will be assigned +91 automatically)
Note: If a contact number is already stored with a country code (e.g., +919876543210), it will remain unchanged.
Auto-Saving Customer Details
When a customer initiates a chat, AiInbox automatically saves their name and mobile number to your account, simplifying contact management and keeping your list up-to-date without manual effort.
