User Profile Section
1
Access User Profile
Click on the Edit icon beside the contact name to access the profile section.
2
Edit Contact Details
In the User Profile section, you can:
- Add or edit the contact name
- Assign a priority level to the contact
- Enter the contact’s email address
- Add custom properties with specified property types
3
Save to Phone
Use the Save Contact to Phone option to add the contact directly to your device.
4
Save Profile
Click Save to preserve all profile details.
Follow-up Section
Keep track of important conversations with follow-up reminders.1
Create Follow-up
Write follow-up notes to track your conversations with contacts.
2
Set Reminder
Set a Follow-up Reminder to receive notifications at the specified time.
3
View Follow-ups
Created follow-ups will appear in the Tasks section for easy management.
4
Configure Alerts
Add notification and audio alerts to ensure you never miss a follow-up.
Tasks Section
Manage all your tasks and follow-ups in one place.1
View Existing Tasks
The Tasks section contains all follow-up notes created for your contacts.
2
Create New Task
Click the Add a new task button to create a new task.
3
Configure Task Details
Input the following task details:
- Task description
- Due date
- Priority level
- Status
- Assignee
4
View Completed Tasks
Completed tasks are displayed in a collapsible dropdown for easy reference.
Docs Section
Keep detailed notes about your WhatsApp conversations.1
Write Notes
Type conversation notes to document important details about your WhatsApp contacts.
2
Save Documentation
Click the Save button to preserve your notes.