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

1. Navigation to Contact Screen

Follow the steps below to access the Contact screen:

1. Log in to OwnChat

2. Go to the left sidebar navigation

3. Click Contacts

1. Select a contact to view full customer details

You will be redirected to the Contact screen dashboard.

Overview of the Contact Screen

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:

1. Click the date filter option

2. Select the required time range

3. 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:

1. Locate the Contact Source filter

1. Select the required source

2. View contacts belonging only to that source

This helps in segmentation and focused analysis

Viewing Contact Details

To view detailed customer information:

1. Click on any contact from the list

2. Review the customer profile information

3. 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.