Bring your data
Use bulk contact upload with a downloadable example sheet, or configure a supported data connection or incoming hook.
Features / Contacts & follow-ups
Contacts & follow-ups
Keep the relationship moving.
Organize contacts, import your existing customer data and track follow-up work alongside conversations.
Get startedDescribe your goal to the setup assistant. Review a supported workflow on the canvas before saving and publishing.
Explore this featureThe everyday difference
Make the next step easier.
Organize your audience
Use saved segments, contact fields and pipeline stages to focus on the right group.
Follow through
Create follow-up tasks and use supported workflows without losing the context of the original conversation.
From setup to first conversation
Here’s how to start.
Configure it in your workspace, then test the experience before you publish.
- 1
Import a sample
Download the contact template, match the supported columns and preview the import.
- 2
Review and organize
Check validation results and build useful segments or pipeline stages.
- 3
Connect the work
Link contacts explicitly to conversations and use them in supported automation.
A few useful details
Before you get started.
Can I upload a spreadsheet?+
Yes. The Contacts import page includes an example sheet, validation and an import review flow.
Better together
Explore the rest of your toolkit.
Make room for better conversations
A better conversation starts here.
Create your workspace, connect what you need, and test your agent with the questions your customers actually ask.