CRM (Contacts / Tags / Fields)
Organize contacts, apply tags, custom fields, segments.
Contacts Video Walkthrough
Learn how to use Contacts on ChatDaddy
How to Use the Merge Contacts Feature in ChatDaddy
ChatDaddy provides a built-in Merge Contacts feature that helps you automatically detect and combine duplicate contacts to keep your database clean and…
Filtering Your Contacts in ChatDaddy
The Filter feature in ChatDaddy provides a powerful way to manage your client list by segmenting contacts based on various attributes, such as tags, messages sent, and more. This makes it easier to or
How to import contacts in ChatDaddy
Importing contacts into ChatDaddy helps you quickly build your audience for broadcasting. This guide explains the step-by-step process for importing contacts, as well as how to customize and enhance y
How to bulk reassign contacts to a different teammate
Need to quickly move contacts from one teammate to another? ChatDaddy makes it easy to bulk reassign contacts so your team stays organized and efficient.
How to create and manage CRM boards?
https://drive.google.com/file/d/11BjLn5grOT2SlPM2ijsxNHE1JzBFFZZi/view?usp=drive_link
How to move tickets within CRM boards
You have three options for updating a ticket stage:
How to create/update tickets automatically through message flows
Automating Ticket Management Using Triggers and App Nodes
How to filter contacts based on tickets in inbox
https://drive.google.com/file/d/1fc2GUmAuU1EpBYuglOdIBShWrNNJnMhN/view?usp=drive_link
How to create a ticket?
You have three options for creating a ticket:
One Ticket Per Contact: Simplify Your CRM Management
Imagine this: Your customer support team is managing tickets in your CRM, and every time a customer interacts with your business, a new ticket gets created. Now, instead of resolving issues efficientl
What are Custom Fields?
https://drive.google.com/file/d/1jmYOzIhcf9k6C5I_CMEB7GQHrV4G0OAL/view?usp=drive_link
How to Tag a contact in Inbox?
You have two option to add a tag inside “Inbox” page:
How to Delete Tags?
Follow these steps to delete tags in your account:
How to Tag a Contact by Message History?
The Tag by Message History feature allows you to automatically assign tags to contacts based on specific keywords found in your chat history. This helps you categorize contacts efficiently and target
How to Use the CRM Function in ChatDaddy (CRM Boards)
ChatDaddy's CRM function lets you organize customers and follow-ups using CRM Boards — create boards, set up stages/columns, and move contacts through your…
How to Tag a Contact in the Contacts page?
You can manually manage tag to individual contact.
How to Import Contacts into ChatDaddy: A Step-by-Step Guide
Importing contacts into ChatDaddy allows you to easily manage and engage with your customers or audience through WhatsApp. By importing your contact lists…
How to export contacts from ChatDaddy
Exporting contacts from ChatDaddy simplifies contact list management by allowing users to extract their contacts, along with associated tags, custom fields…
What Do the Message Ticks Mean? (Sent, Delivered, Read)
Read Receipts: If the recipient has disabled read receipts, you won’t see the blue ticks even if they read the message.
Types of Custom Fields
Text: Store textual information. Number: Record numerical values. Link: Save URLs for easy access. Attachment: Attach files directly to contacts. Single Dropdown: Choose from a predefined list of
How to add tag in conversation logs:
Select "+ Add Tag" and choose the desired tag(s) to assign to the contact.
How to Filter Contacts by Date Range in ChatDaddy
Narrow your contact list to a specific time period using the Date Filter — filter by Incoming Message Date or Last Contact Date, then pick a start and end date.
How to Track a Contact's Tag History (When Tags Were Added or Removed)
See the full history of when tags were added or removed from a contact in ChatDaddy — including who made the change and when. Track tag changes from the contact's Profile panel in the Inbox.
How to Export Your Contacts (CSV / vCard / Excel)
Step-by-step guide to exporting your ChatDaddy contacts as a CSV, vCard, or Excel file — including free and paid export tiers, file format options, and how to filter your selection before downloading.