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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. 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. 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.

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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

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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.

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What’s Next