01
Define the Customer Trigger
Choose how contacts triggers—from inbound ad clicks, Shopify events, CSV imports, or incoming keywords.
Contacts
WhatsApp contact CRM
Keep the context your team needs to continue every conversation naturally.
Core Capability
Why leading teams choose Botinx contacts.
Organize contacts with attributes, tags, notes, conversation history, and campaign activity. Import existing records, keep profiles useful, and use the same customer data across campaigns, automation, and support.
Key Platform Advantages
- 360-degree customer profile: contact info, tags, custom attributes, and activity timeline
- Instant bulk CSV import and automated contact synchronization with Shopify and CRMs
- Dynamic smart lists based on behavior, purchase tier, engagement status, or geography
- Opt-in and opt-out compliance management to ensure strict Meta policy compliance
Fast Implementation
How Contacts works inside Botinx.
Each step connects with contact CRM data, automated logic, and team ownership, giving customers a frictionless experience.
02
Configure Message & Logic
Set up Meta-approved templates, rich media variables, interactive button choices, and conditional routing rules.
03
Measure & Optimize ROI
Monitor real-time delivery receipts, open rates, per-contact click tracking, and agent resolution speeds.
Customer contacts
Segments and context
Ananya ShahReturning customerVIP
Kabir MehtaDemo requestedSales
Diya RaoOrder deliveredRepeat
Saved segment: Engaged customers in Jaipur who read the last campaign.
Unified Context
Keep customer data, action, and conversation in one place.
Botinx connects customer profiles, message history, broadcast engagements, automation decisions, and agent assignments so your team always has full context before responding.
Complete customer history visible beside every conversation
Automated qualification steps keep data structured in CRM
Instant human handover with full chat transcript context preserved
Industry Applications
How Contacts Drives Growth Across Industries
Explore specific, tailored workflows where this capability solves critical operational and revenue bottlenecks.
Real Estate
Explore Industry Investor Segmentation by Budget & Timeline
Tag property buyers by budget brackets (e.g., '$500K-$1M', 'Ready to Buy in 30 Days') to send highly relevant luxury project alerts.
E-Commerce & D2C
Explore Industry Customer Lifecycle & VIP Spend Tiers
Segment shoppers into 'VIP Spenders', 'Repeat Buyers', and 'Inactive 60+ Days' to deliver personalized re-engagement incentives.
Education
Explore Industry Applicant Cohort & Enrollment Status
Track prospective students by admission year, exam score, and counseling stage to send targeted orientation notifications.
Finance & Insurance
Explore Industry Policy Renewal Date & Portfolio Tags
Organize policyholders by expiration month and coverage category (Health, Auto, Term) for automated renewal reminder cadences.
Measurable Results
Business impact your team and customers can feel.
A faster, clearer customer journey with fewer missed leads, higher conversion rates, and seamless human agent follow-up.
Hyper-target marketing campaigns to active buyers instead of blasting cold lists
Never ask customers for their order number or background history twice
Build a high-value, organized first-party customer audience on WhatsApp
Frequently Asked Questions
Questions About Botinx Contacts
Everything you need to know about setting up and maximizing ROI with contacts.
How do I import existing customer contacts into Botinx CRM?+
You can import contacts via CSV spreadsheet upload, automatic Shopify/WooCommerce store sync, or our REST API with custom field mapping.
Can contacts be tagged automatically based on their chat responses?+
Yes. In the Automation Builder, you can add 'Apply Tag' or 'Set Attribute' nodes that automatically update contact profiles when they choose specific options in chat.
How does Botinx manage WhatsApp opt-in and unsubscribe requests?+
Botinx includes automated opt-out keyword handling (e.g. 'STOP'). When a user requests to unsubscribe, they are automatically excluded from future marketing broadcasts.
Can I create custom attributes for industry-specific data?+
Yes. You can create unlimited custom attributes such as 'Vehicle Model', 'Policy Expiry Date', 'Preferred BHK', or 'Student Roll No'.
Explore More Capabilities
Connect More Tools in Your WhatsApp Marketing Stack
Combine these complementary capabilities to build a powerful end-to-end customer journey.
WhatsApp Coexistence
WhatsApp Coexistence: app and API on one number
Keep using the WhatsApp Business App for personal chats while Botinx adds campaigns, automation, and team workflows to the same number.
CampaignsWhatsApp broadcast campaigns
Reach opted-in customers with timely, relevant messages—and see what happens after you send.
AutomationNo-code WhatsApp automation
Turn repetitive conversations into clear, reliable customer journeys.
Build your WhatsApp growth journey
Start using contacts for your business today.
Try Botinx for free or book a focused demo to see how campaigns, automation, and team conversations fit your business.