Contact Management

The Challenge

When a customer messages your WhatsApp number, Meta provides their phone number in E.164 format, display name, and profile photo via webhook. But this data exists only within the conversation thread. There is no built-in CRM, no custom fields, no consent records, and no way to link conversations to a single contact profile across multiple sessions.

How Convoup Helps

Every inbound message creates or updates a contact profile in Convoup. The phone number, display name, and profile photo are auto-populated from Meta's webhook payload. The full conversation history is attached to that contact, so agents can see past interactions. Agents can add custom fields, tags, and notes. Consent timestamps and sources are recorded for opt-in audit. CSV import and export are available for managing existing lists.

• Contact profiles are created automatically from inbound WhatsApp messages, using data from Meta's webhook.
• Full conversation history is attached to each contact, so agents can review past context.
• Custom fields, tags, and internal notes can be added to any contact.
• CSV import and export for existing contact lists.
• Consent timestamp and source are recorded for each contact to support opt-in audits.