> ## 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.

# Contacts and Groups

> Manage your contacts with tags, custom fields, groups, and CSV import/export in Tedro.

# 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.

## Prerequisites

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

## 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.

## 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.

<Steps>
  ### Add a Tag

  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.

  ### Remove a Tag

  Click the **x** on any tag to remove it from the contact.
</Steps>

<Tip>
  Tags are also used for broadcast audience targeting. Tag contacts with labels like "newsletter" or "promo-interested" to build targeted broadcast lists.
</Tip>

You can also apply tags automatically in workflows using the `state.set_field` node to tag contacts based on their behavior or conversation outcomes.

## 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.

<Steps>
  ### View Custom Fields

  Open a contact's detail view. Custom fields appear in the contact information panel alongside default fields.

  ### Set Custom Fields in Workflows

  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.
</Steps>

Custom fields set on contacts are available as variables in workflow nodes using the `{{contact.fields.field_name}}` syntax.

## 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.

<Steps>
  ### Create a Group

  Navigate to **Contacts**, then select the **Groups** tab. Click **Create Group**, enter a name, and optionally add a description.

  ### Add Contacts to a Group

  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.
</Steps>

## CSV Import and Export

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

### Import Contacts

<Steps>
  ### Prepare Your CSV

  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.

  ### Upload the File

  Navigate to **Contacts** and click **Import**. Select your CSV file and map each column to the corresponding Tedro contact field.

  ### Review and Confirm

  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.
</Steps>

<Warning>
  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.
</Warning>

### 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.

<Tip>
  Use export to back up your contact data or to prepare mailing lists for external tools.
</Tip>

## What's Next

<CardGroup cols={2}>
  <Card title="Broadcasts and Campaigns" icon="megaphone" href="/outbound/broadcasts-campaigns">
    Send targeted messages to contact groups and track campaign performance.
  </Card>

  <Card title="Team Permissions" icon="shield" href="/platform/team-permissions">
    Control who can view and edit contacts in your workspace.
  </Card>
</CardGroup>