Contact Screen Overview
The Contact screen provides a centralized location to view and manage customer contact data inside OwnChat.
It allows users to:
View all customer contacts
Monitor customer growth trends
Filter contacts based on time and source
Analyze customer acquisition data
4.1 Navigation to Contact Screen
Follow the steps below to access the Contact screen:
Log in to OwnChat
Go to the left sidebar navigation
Click Contacts
Select a contact to view full customer details
You will be redirected to the Contact screen dashboard.
The Contact screen contains customer data, analytics, and filtering tools to help you manage contacts efficiently.
Key Sections Available
Contact list
Contact analytics summary
Date filters
Source filters
Contact Dashboard Metrics
Easily manage all customer records in one place with Ownchat. Handle everything from basic details to tags effortlessly. Use search and filter functions for quick access to records. Stay organized and secure.
Date-Based Filtering
In Ownchat's contact screen, click the top-left icon to access temporary filters. Choose conditions and values, then apply the filter to quickly narrow down contacts based on specific criteria. These filters are not saved.
Lead Source Distribution
Users can create dynamic filters, known as segments, to organize contacts based on custom conditions and criteria.
Hourly / Daily Customer Additions
Access settings for managing contact-related configurations, including upload history, tags, field collections and export options.
Contact Source Filter
In the Contact screen, navigate to Settings near the Add Customer button, select Upload History from the dropdown. Here, you can track all bulk upload files, view created, updated, and duplicate counts, and download error reports for issue resolution.
Viewing Contact Details
To manage tags in Ownchat, go to Settings near the Add Customer button in the Contact screen, select "Tags" from the dropdown, view tag history with creator and creation date details, and delete tags using the delete icon. To add a tag, click "Add tags," name it, and click "Create."
Contact Dashboard Metrics
The top section displays key customer statistics.
Total Customers
Displays the total number of contacts available in the system.
New Customers
Shows the number of newly added contacts within the selected time range.
WhatsApp Customers
Displays customers acquired through WhatsApp.
Date-Based Filtering
You can filter contact data based on a selected time range.
Available filters:
Date
Week
Month
Year
To Apply a Date Filter:
Click the date filter option
Select the required time range
View updated contact data automatically
All dashboard metrics will update based on the selected filter.
Lead Source Distribution
This section shows the breakdown of customer acquisition sources.
It helps you understand:
Where customers are coming from
Which channels are generating more contacts
Use this data to evaluate lead performance by source.
Hourly / Daily Customer Additions
This section visualizes customer growth trends.
You can:
Track hourly additions
Track daily additions
Identify peak acquisition periods
This helps in analyzing campaign performance and engagement timing.
Contact Source Filter
You can filter contacts based on their source.
To Filter by Contact Source:
Locate the Contact Source filter
Select the required source
View contacts belonging only to that source
This helps in segmentation and focused analysis
Viewing Contact Details
To view detailed customer information:
Click on any contact from the list
Review the customer profile information
Access available contact data
Summary
The Contact screen enables you to:
Access and manage all customer contacts
Monitor customer growth trends
Filter contacts by time and source
Analyze acquisition data
Use this screen regularly to maintain accurate customer tracking and improve operational visibility within Ownchat.
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