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Contact and Group Management User Guide

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Overview

This guide provides instructions on how to manage contacts and groups in the Elook.ai platform efficiently. The Contacts and Groups sections are accessible from the left-hand sidebar.

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Contacts Management

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Viewing Contacts

  1. Click on the Contacts tab in the sidebar.
  2. A list of all saved contacts will appear.
  3. Use the search bar to find a contact by name, phone, or email.

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Adding a Contact

  1. Click the Add Contact button.
  2. Fill in the contact’s details (Name, Phone, Email, etc.).
  3. Click Save to add the contact.

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Editing a Contact

  1. Select a contact from the list.
  2. Click the Edit button.
  3. Update the required fields.
  4. Click Save to confirm changes.

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Deleting a Contact

  1. Select a contact from the list.
  2. Click on the three-dot menu (⋮).
  3. Choose Delete and confirm the action.

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Bulk Upload Contacts

  1. Click the Bulk Upload button.
  2. Upload a CSV file containing contact details.
  3. The system will process and add the contacts.

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Groups Management

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Viewing Groups

  1. Click on the Contacts tab and select Groups.
  2. A list of all available groups will appear.

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Creating a Group

  1. Click the Add Group button.
  2. Enter a group name.
  3. Click Save to create the group.

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Adding Contacts to a Group

  1. Select a group from the list.
  2. Click Edit and search for a contact to add.
  3. Select the contact and click Save.

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Removing Contacts from a Group

  1. Open the group and view its contacts.
  2. Select the contact(s) you want to remove.
  3. Click Remove to delete the contact from the group.

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Deleting a Group

  1. Select a group from the list.
  2. Click Delete and confirm the action.

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Additional Features

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Favorite a Contact

  • Click the Star icon next to a contact’s name to mark them as a favorite.

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Invalid WhatsApp Number Warning

  • If a contact’s number is not valid for WhatsApp, a warning message appears.

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Switching Teams

  • Use the Team dropdown in the bottom left to switch between different teams.
For further assistance, refer to the Support section in the left-hand menu.