Get to know your contacts

Steps

1. Step 1 of 6

   Every customer and prospect in one list

   See every contact your team talks to, in one list.

   The Directory lists the contacts your team talks to, with their phone, email and company. Status tells you whether a contact has ever opened a WhatsApp conversation: Connected or Never connected. Search also finds values in hidden columns, Columns adds up to two more, and the list loads 50 contacts at a time as you scroll.

   • Status: has the contact ever opened a WhatsApp chat
   • Columns adds up to two more; search covers hidden ones
   • Loads 50 contacts at a time as you scroll

   Watch step 1 on the screen

2. Step 2 of 6

   What every contact needs

   Check that each contact has what Bridge needs to reach them.

   A contact needs a first name, a last name and a phone number with its country code, such as +57 300 118 4472; email is optional. A number without a country code, common in imported files, shows a warning because Bridge cannot tell which country to dial. Edit and Archive are in the menu at the end of each row, and an archived contact keeps its history.

   • First name, last name and phone with country code
   • A number without a country code shows a warning
   • Edit and Archive in the row menu; history is kept

   Watch step 2 on the screen

3. Step 3 of 6

   Many contacts at once, checked before anything changes

   Add many contacts at once from a spreadsheet.

   Import contacts takes five steps: get the template built from your attributes, fill it in yourself or with an assistant, upload it, optionally start a conversation with each new contact, and check the result. Nothing is imported until the last step: rows with a problem are left out and contacts already in Bridge are skipped.

   • Five steps, from the template to the final check
   • Nothing is imported until the last step
   • Rows with a problem and existing contacts are left out

   Watch step 3 on the screen

4. Step 4 of 6

   The information you keep about each contact

   Decide what Bridge keeps about each contact.

   First name, last name, phone and email come predefined; add your own attributes, such as Company or Segment, as text, number, date, select or multi select. For each one you decide whether it is required and who can see or change it: Bridge users, AI agents and the contacts themselves. Each attribute can correspond to a field of your CRM.

   • Text, number, date, select or multi select
   • Required or not, and who can see or change it
   • Each attribute can match a field of your CRM

   Watch step 4 on the screen

5. Step 5 of 6

   What your team sees at the top of each chat

   Choose what your team sees at the top of each conversation.

   Choose up to three attributes for the header of every conversation in Bridge Chat, such as phone, city and company for James Miller. Drag one slot onto another to swap them and pick an icon for each. The other attributes stay one click away, behind the chevron.

   • Up to three attributes, each with its icon
   • Drag one slot onto another to swap them
   • The other attributes stay behind the chevron

   Watch step 5 on the screen

6. Step 6 of 6

   Who creates contacts and who sees them

   Set who creates contacts and which ones each person sees.

   Let everyone create contacts, or only managers with permission to do so. Restrict contact access to show each person their own contacts, their teams’ contacts or all contacts by default. Changes apply when you save, and they never change who can open a conversation.

   • Everyone creates contacts, or only authorized managers
   • By default: own, team or all contacts
   • Applies on save; conversation access never changes

   Watch step 6 on the screen