# Get to know your contacts

> Your customers and prospects, and who can see them.

- Type: Screen tour
- App: Admin console
- Screen: Contacts
- Section: General settings
- Also searched as: contacts, customers, prospects, import, database, attributes
- Open: https://help.bridge.new/console/contacts?lang=en
- Markdown: https://help.bridge.new/md/console/contacts.md

Your customers and prospects, and who can see them

Keep the directory of the people your team talks to, decide what Bridge holds about each of them, and choose who can create contacts and which ones each person sees.

## What you can do

- A directory that loads as you scroll
- Import contacts from a spreadsheet
- Attributes that match your CRM
- Who can create and see contacts

## Steps

### Step 1 · 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

Open: https://help.bridge.new/console/contacts/1?lang=en

### Step 2 · 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

Open: https://help.bridge.new/console/contacts/2?lang=en

### Step 3 · 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

Open: https://help.bridge.new/console/contacts/3?lang=en

### Step 4 · 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

Open: https://help.bridge.new/console/contacts/4?lang=en

### Step 5 · 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

Open: https://help.bridge.new/console/contacts/5?lang=en

### Step 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

Open: https://help.bridge.new/console/contacts/6?lang=en

## Related guides

- Tasks on this screen: [Import contacts](https://help.bridge.new/md/console/contacts-import.md): Add many contacts at once from a spreadsheet, without duplicates. · Open: https://help.bridge.new/console/contacts-import?lang=en
- Tasks on this screen: [Create a contact attribute](https://help.bridge.new/md/console/contacts-attribute.md): Keep your own information about each contact, such as Customer type or Renewal date. · Open: https://help.bridge.new/console/contacts-attribute?lang=en
- Tasks on this screen: [Choose who sees contacts](https://help.bridge.new/md/console/contacts-access.md): Decide who can create contacts and which contacts each person sees. · Open: https://help.bridge.new/console/contacts-access?lang=en
- More in General settings: [Get to know the people in your workspace](https://help.bridge.new/md/console/users.md): Who works in Bridge, their licence, their access and their teams. · Open: https://help.bridge.new/console/users?lang=en
- More in General settings: [Create a WhatsApp template](https://help.bridge.new/md/console/whatsapp-template.md): Create a WhatsApp template and send it for approval to start conversations. · Open: https://help.bridge.new/console/whatsapp-template?lang=en
- More in General settings: [Get to know your team's rules and hours](https://help.bridge.new/md/console/rules.md): How your team writes and when it replies. · Open: https://help.bridge.new/console/rules?lang=en
