# Single Contact Upload

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

**Purpose** &#x20;

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

{% embed url="<https://app.supademo.com/demo/cmlak17z02ywkvhwzvfv3jou6?utm_source=link>" %}

#### **Navigation** &#x20;

1. Log in to your OwnChat account
2. Go to the left sidebar
3. Click **Contacts**

{% embed url="<https://app.supademo.com/demo/cmoigce5c025xx70jpvyijzii?utm_source=link>" %}

4. Click **Add Customer** (top right corner)

{% embed url="<https://app.supademo.com/demo/cmoigy9bl028fx70jdotmeihr?utm_source=link>" %}

5. Select **New** from the dropdown

{% embed url="<https://app.supademo.com/demo/cmoih5apv028ux70jxtaf49ar?utm_source=link>" %}

The contact creation form will open.

#### **Mandatory Fields** &#x20;

The following fields must be filled before creating the contact:

* **Name**

{% embed url="<https://app.supademo.com/demo/cmoih76as032x2m0jsyl5g6pt?utm_source=link>" %}

* **Mobile Number (with country code)**

{% embed url="<https://app.supademo.com/demo/cmoiha5t5032z2m0jn1iezv3m?utm_source=link>" %}

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

#### Enter Customer Details &#x20;

**Name** &#x20;

* Enter the customer’s full name
* You may use a preferred or display name

**Mobile Number**&#x20;

* Enter the customer’s mobile number
* Include the country code before the number

Example: +91XXXXXXXXXX

**Allow Broadcast** &#x20;

{% embed url="<https://app.supademo.com/demo/cmoihecr203312m0jdokn9wj6?utm_source=link>" %}

* Enable to allow marketing messages
* Disable to exclude from broadcast campaigns

**Tags** &#x20;

* Add relevant tags
* Tags help in organizing and segmenting contacts

#### Save the Contact &#x20;

1. Click **Create**

{% embed url="<https://app.supademo.com/demo/cmoihg8m3033h2m0j1mk90xui?utm_source=link>" %}

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

{% embed url="<https://app.supademo.com/demo/cmoihntmy00og0o0j0oz742oh?utm_source=link>" %}

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 &#x20;

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

**Steps** &#x20;

1. Click the **Chat** icon from the left sidebar menu
2. Click the **User Add** icon

{% embed url="<https://app.supademo.com/demo/cmoihre35033x2m0j9etg6snr?utm_source=link>" %}

1. Click **Add New Contact**

{% embed url="<https://app.supademo.com/demo/cmoihvyck03zoz10jgz4j4nib?utm_source=link>" %}

1. Enter all mandatory fields

* Name
* Mobile Number (with country code)

{% embed url="<https://app.supademo.com/demo/cmoihz28r0404z10jhtjouxn7?utm_source=link>" %}

5. Click **Create**

{% embed url="<https://app.supademo.com/demo/cmoii15o8040gz10jevhnj8t6?utm_source=link>" %}

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

#### After Contact Creation &#x20;

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 &#x20;

* 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


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# Agent Instructions: Querying This Documentation

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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
