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Documentation Index

Fetch the complete documentation index at: https://docs.tedro.io/llms.txt

Use this file to discover all available pages before exploring further.

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Contacts and Groups

Contacts are the people who communicate with your business through any connected channel. Tedro automatically creates a contact record when someone sends their first message. You can organize contacts with tags, store additional data in custom fields, group them for targeting, and bulk-manage them through CSV import and export.

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Prerequisites

  • A Tedro workspace with Admin or Agent role
  • At least one connected channel with inbound messages (contacts are created automatically)

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Contact List

Navigate to Contacts in the sidebar to view all contacts across your connected channels. The contact list shows:
  • Name and phone/email (depending on channel)
  • Channel indicator showing which channel the contact came from (WhatsApp, Instagram, Messenger, or Live Chat)
  • Tags applied to the contact
  • Last active timestamp
  • Assignee if the contact’s conversation is assigned to a team member
Use the search bar to find contacts by name, phone number, or email. Filter by tags or channel to narrow the list.

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Tags

Tags are labels you attach to contacts for categorization and targeting. Common uses include marking VIP customers, tracking lead status, or flagging contacts for follow-up.
1
Add a Tag
2
Open a contact’s detail view by clicking their name. In the tags section, type a tag name and press Enter. If the tag already exists, select it from the dropdown. New tags are created on the fly.
3
Remove a Tag
4
Click the x on any tag to remove it from the contact.
Tags are also used for broadcast audience targeting. Tag contacts with labels like “newsletter” or “promo-interested” to build targeted broadcast lists.
You can also apply tags automatically in workflows using the state.set_field node to tag contacts based on their behavior or conversation outcomes.

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Custom Fields

Custom fields let you store structured data on contacts beyond the default name and phone/email. Use them for order IDs, subscription tiers, preferred language, or any business-specific data.
1
View Custom Fields
2
Open a contact’s detail view. Custom fields appear in the contact information panel alongside default fields.
3
Set Custom Fields in Workflows
4
Use the Set Field node (state.set_field) in your workflows to automatically populate custom fields based on conversation data. For example, save a customer’s order ID after they provide it to the AI agent.
Custom fields set on contacts are available as variables in workflow nodes using the {{contact.fields.field_name}} syntax.

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Groups

Groups let you organize contacts into named collections for broadcast targeting and reporting. Unlike tags (which are flat labels), groups are standalone entities that contacts belong to.
1
Create a Group
2
Navigate to Contacts, then select the Groups tab. Click Create Group, enter a name, and optionally add a description.
3
Add Contacts to a Group
4
From the contact list, select one or more contacts using the checkboxes, then click Add to Group and choose the target group. You can also add contacts individually from their detail view.

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CSV Import and Export

Bulk-manage contacts by importing from or exporting to CSV files.

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Import Contacts

1
Prepare Your CSV
2
Create a CSV file with columns for the contact fields you want to import. Supported columns include: name, phone, email, and any custom field names. The first row must be column headers.
3
Upload the File
4
Navigate to Contacts and click Import. Select your CSV file and map each column to the corresponding Tedro contact field.
5
Review and Confirm
6
Preview the import to verify field mapping is correct. Click Confirm to create or update the contacts. Existing contacts (matched by phone or email) are updated; new entries create new contact records.
Phone numbers must include the country code (e.g., +1 for US, +972 for Israel). Contacts without valid phone numbers are skipped during WhatsApp-related imports.

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Export Contacts

Click Export on the contacts page to download a CSV of all contacts (or filtered contacts if filters are active). The export includes all default and custom fields.
Use export to back up your contact data or to prepare mailing lists for external tools.

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What’s Next

Broadcasts and Campaigns

Send targeted messages to contact groups and track campaign performance.

Team Permissions

Control who can view and edit contacts in your workspace.