Single Contact Upload

This section explains how to add a single customer contact manually in OwnChat.

Use this method when you need to quickly add an individual customer record.

Purpose

Single contact upload allows you to:

• Add one customer at a time

• Capture essential customer details

• Control broadcast permissions

• Assign tags for segmentation

Method 1: Add Contact from Contacts Screen

Navigation

1. Log in to your OwnChat account

2. Go to the left sidebar

3. Click Contacts

4. Click Add Customer (top right corner)

5. Select New from the dropdown

The contact creation form will open.

Mandatory Fields

The following fields must be filled before creating the contact:

• Name

• Mobile Number (with country code)

The system will not allow contact creation if mandatory fields are incomplete.

Enter Customer Details

Name

• Enter the customer’s full name

• You may use a preferred or display name

Mobile Number

• Enter the customer’s mobile number

• Include the country code before the number

Example: +91XXXXXXXXXX

Allow Broadcast

• Enable to allow marketing messages

• Disable to exclude from broadcast campaigns

Tags

• Add relevant tags

• Tags help in organizing and segmenting contacts

Save the Contact

1. Click Create

The contact details will be uploaded to the Contacts page and visible in the contact list.

You can upload a single contact using this format through the contact creation form, or alternatively create the contact directly from the contact page using the available options.

Method 2: Add Contact from Chat Screen

You can also create a new contact while initiating a conversation.

Steps

1. Click the Chat icon from the left sidebar menu

2. Click the User Add icon

3. Click Add New Contact

4. Enter all mandatory fields

• Name

• Mobile Number (with country code)

1. Click Create

A new contact will be created and a conversation will be initiated.

After Contact Creation

Once created:

• The contact appears in the Contacts list

• The contact profile becomes accessible

• You can initiate or continue conversations

• The contact can be included in broadcasts (if enabled)

Important Notes

• Mandatory fields must be completed

• Always include the country code in the mobile number

• Verify broadcast permission before sending campaigns

• Use consistent tagging for better segmentation