What this page manages
This page manages data inside Vocily:- Contacts — customer phone numbers, display names, added date, and marketing consent status.
- Groups — reusable Vocily audience lists made from contacts.
- Memberships — which contacts belong to which Vocily groups.
- Marketing eligibility — whether a phone number is opted in, opted out, or has no recorded marketing consent.
Page layout
The Contacts and groups page has two main areas:
The All contacts row shows the workspace contact list. Selecting a group shows only
contacts in that group.
Contact fields
Each contact row is keyed by WhatsApp phone number.
Phone numbers must normalize to 7–15 digits. Include the country code when adding or
importing contacts.
Add contacts manually
Use New contact when you want to add a small set of contacts directly from the UI. The manual add dialog starts with multiple rows. For each row, enter:
You can also choose a target group before saving. If a group is selected, Vocily creates
the contacts and then adds the new phone numbers to that group.
If the same phone number appears more than once in the manual rows, Vocily keeps one row
for that phone number. If a phone number already exists in the workspace, that row is not
created again.
Import contacts by CSV
Use Import when you need to add many contacts. The import wizard has three steps:- Upload — drop a CSV file or browse from your computer.
- Preview — map the phone, name, and consent source columns, then review valid and invalid rows.
- Assign Group — optionally choose an existing group or create a new group for the imported contacts.
phone, mobile, number, contact_wa_id, and whatsapp.
Optional columns include:
Before import, the preview shows:
- how many rows are valid;
- how many rows are invalid;
- the detected phone, name, and consent source values;
- a preview table for the first rows in the file.
- Invalid phone rows are rejected with row-level errors.
- Duplicate phone numbers inside the same file are reported as duplicates.
- Phone numbers that already exist in the workspace are skipped, not overwritten.
- Imported contacts can be assigned to a group after import.
Groups
Groups are Vocily-managed audiences. They are used for organizing contacts and selecting recipients for WhatsApp campaigns. From the group sidebar, you can:- create a group;
- search groups;
- edit a group name and description;
- delete a group;
- select a group to view only its members.
Move, copy, remove, and delete contacts
The Contacts table supports single-row and bulk actions.
When selecting rows, you can work with only the visible page or select all contacts that
match the current filter, search, or group view. Bulk actions use the same current scope.
Search and filters
Use the table controls to narrow the list before acting.
The total count and pagination update based on the active group and filters, so a bulk
selection applies to the same set you are viewing.
Marketing consent
Marketing consent is stored by phone number. It is separate from the visible contact row and separate from the support conversation.
Editing a contact lets a team member mark a phone number opted in or opted out. Marking a
previously opted-out phone number back in requires choosing a consent source and
confirming that valid external consent exists.
If a customer gives consent again, edit the contact to update its marketing consent. Choose
a consent source and confirm that valid external consent exists before marking the contact
as opted in.
What marketing opt-out blocks
Marketing opt-out blocks future marketing templates and campaigns for that phone number. It does not:- delete the contact;
- remove the contact from groups;
- close the support conversation;
- block appropriate utility or authentication templates;
- block allowed one-to-one replies inside the customer-service window.
STOP to a marketing
template that includes opt-out instructions in its footer, Vocily records the marketing
opt-out and keeps the support conversation active.
What’s next
- Build approved messages in Templates.
- Send campaigns in WhatsApp campaigns.
- Review conversations in Monitoring and inbox.