联系人指南
每个功能一页:它做什么、在哪里会失败、它不会替你做什么。标注「(英文)」的页面目前只有英文版。 每页在同一网址后加上 .md 就是纯 Markdown 版本,方便粘贴给 AI 助手。
- The contacts list (英文)
One table of everyone who has ever messaged you, with the headings, sort and saved field setups you choose.
- Filter contacts and save a segment (英文)
Build a filter on any contact detail, watch the count change, then save it as a segment a broadcast can send to.
- Add, edit and merge a contact (英文)
Create somebody by hand, correct their details, and join two records that turn out to be the same person.
- Import contacts from a file, and export them (英文)
Upload a spreadsheet, match each heading to a contact detail, choose whether existing people are updated, and run it.
- Tags and lifecycle stages (英文)
A tag labels a person or a single conversation. A lifecycle stage says where that person is in your funnel.
- Everything you know about a contact (英文)
The panel beside a conversation and the full profile page show one record — details, notes, files, activity and calls.
- Marketing consent, and blocking a contact (英文)
A broadcast only reaches people who agreed to marketing. Blocking takes somebody out of your active inbox.