Documentation
Contacts
Manage contacts, tags, audiences, and suppression rules.
Contacts connect people, phone numbers, tags, conversations, audiences, and opt-out state.
Use contacts to organize recipients. Outbound eligibility is enforced by workspace and campaign suppressions rather than a required global opt-in record.
Contact fields
{
"id": "contact_123",
"name": "Jordan Lee",
"phone": "+15551234567",
"email": "jordan@example.com",
"tags": ["lead", "demo-request"],
"suppression_status": "not_suppressed",
"last_message_at": "2026-04-28T14:00:00Z",
"metadata": {
"crm_id": "crm_456"
}
}
Common workflows
- Import contacts from CSV.
- Add tags for routing, audiences, and reporting.
- Suppress opted-out recipients before outbound sends.
- Open conversation and message history from the contact profile.
- Store integration IDs in metadata.
CSV import shape
name,phone,email,tags
Jordan Lee,+15551234567,jordan@example.com,"lead,demo-request"
Casey Smith,+15557654321,casey@example.com,"customer"
Audience example
Audiences can be tag-derived in the current V1 UI. For example, create an audience for contacts
with the demo-request tag, then send a follow-up only after opt-out suppression runs.
Contacts → filter tag: demo-request → Create audience
Suppression rules
Suppression state must win over tags, audiences, and manual sends.
- workspace suppression: blocks all outbound sends to that phone number in the workspace
- campaign suppression: blocks only that campaign’s rendered deliveries
- provider STOP/opt-out: creates or updates a workspace suppression
- no suppression: eligible for outbound sends if compliance, environment, and spend checks pass