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
Log in to your OwnChat account
Go to the left sidebar
Click Contacts
Click Add Customer (top right corner)
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
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
Click the Chat icon from the left sidebar menu
Click the User Add icon
Click Add New Contact
Enter all mandatory fields
Name
Mobile Number (with country code)
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
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