Contacts overview

How contacts work in WapNotify — available fields, how contacts are created, and how they relate to conversations.

Contacts are the people your team communicates with on WhatsApp. Every conversation is linked to a contact record.

How contacts are created

Contacts are created in two ways:

• Automatically — when an unknown number sends a message to your WhatsApp number, WapNotify creates a contact using their phone number. You can fill in the rest of the details later.
• Manually — click New contact in the Contacts section and fill in the details directly.
• Via CSV import — upload a spreadsheet of contacts at once. See import contacts.

Contact fields

Each contact record has the following fields:

Field	Notes
Name	Display name shown in the inbox
Phone	WhatsApp-registered mobile number. Must be unique per workspace.
Email	Optional
Company	Optional
City	Optional
Tags	Color-coded labels for categorizing contacts. See tags and lists.
Notes	Free-text notes about the contact (visible to all agents)
Assigned to	Agent responsible for this contact
GSTIN	GST identification number — used in invoice PDFs for quotations
Billing address	Used in quotation and sales order PDFs
State name / State code	For GST compliance on invoices
Custom fields	Any additional fields your Admin has defined. See custom fields.

Soft delete

Deleting a contact soft-deletes it — the record is hidden from the contact list but the conversation history is preserved. If the deleted contact messages your number again, WapNotify automatically restores their record.

Contact and conversation relationship

A contact can have multiple conversations over time. The Contacts profile page shows all their past conversations, notes, custom field values, and associated leads or quotations in one place.

Opening a conversation from the contact profile takes you directly to that WhatsApp thread.