Contacts Module

The Contacts Module centralizes the administration and visualization of all contacts generated and stored in Reach from the different connected channels. This means that each interaction through WhatsApp, Messenger, Instagram, Facebook, Telegram or Webchat creates and consolidates into a unique contact for centralized management.

Main Functions

1. Centralized visualization: paginated table with all contacts and a sidebar with the total per account.
2. Advanced search: filters by name (includes emojis and special characters), phone number and email.
3. Multiple selection and bulk actions: checkboxes in avatar to select contacts and apply bulk operations.
4. Tagging: add, edit or replace tags; autocomplete and suggestions of existing tags.
5. Contact blocking: individual or bulk blocking with explicit confirmation and explanatory banner.
6. Detailed view: individual record with name, creation/editing date, email, phone, tags, previous chats and generated orders.
7. Responsiveness and performance: adaptive interface for screens and prepared for large volumes, with pagination and indexes to maintain performance.
8. Special tabs: “Recent” (100 most modified/interacted contacts) and “Blocked”

Benefits and advantages

1. Multi-channel unification that reduces duplicates and facilitates daily operations.
2. Scalability: tested with more than 60,000 contacts, designed to handle tens of thousands without degrading the experience.
3. Bulk operations that accelerate tagging and management tasks.
4. Responsive interface that prioritizes critical data on small screens, improving mobile usability.

Differentiators

1. Automatic consolidation of contacts from all channels connected to the account.
2. Search support for names containing emojis or special characters.
3. Interface designed for high volume and with clear rules on how blocking works by identifier (specific channel).

Common Actions (Step by step)

1. Go to the monitoring dashboard and select “Contacts”, located at the top.
2. A sidebar will be displayed with the total contacts and the paginated table with the listing.

Search for a contact

1. In the advanced search, select and type the criteria: name, number or email.
2. Press Enter or click the search button.

Multiple selection and bulk actions

1. Hover over the table; checkboxes will appear in each contact’s avatar.
2. Select one or several contacts; you will see the selected counter.
3. From the action bar, choose the operation: tag, block, etc.

Tag contacts (individual or bulk)

1. Select the contact(s).
2. Click on “Tags” (or the corresponding control).
3. Type the new tag or select from the suggested ones (autocomplete).
4. Confirm the action.

Block contacts (individual or bulk)

Important: blocking limits ALL contact interactions in the system according to their identifier; for example, if the identifier is the phone number, only the channel linked to that number (WhatsApp) will be blocked. If the same user appears in different channels (WhatsApp vs Messenger), explicitly block in each profile if you want total coverage.

1. Select the contact(s).
2. Click on “Block”.
3. Read the explanatory banner and explicitly confirm the action.

1. Click on a contact from the list to open their detailed view.
2. Review: name, creation/last edit date, email, phone, tags, previous chats and orders.
3. To edit data: click on “Edit”.
4. Note: for WhatsApp contacts, the number cannot be edited because it is the unique identifier.

Navigation between “Recent” and “Blocked” tabs

1. Select the “Recent” tab to see up to 100 most modified or interacted contacts.

Performance considerations

The module uses pagination and indexes to maintain optimal performance in accounts with tens of thousands of contacts.

We recommend: using index search and pagination for tasks on large datasets.