Contacts
The host record — profiles, platform connections, notes, tasks, targets, and bulk actions.
A Contact is a host (talent) on your roster. It's the hub that ties together a person's platform connections, stats, statements, messages, and events.
The contact profile #
Each contact carries core fields (name, phone, email, date of birth, locale) plus
custom fields you define. A contact can have per-platform details
(ContactPlatformDetails) for TikTok and/or Bigo — each with its own status,
platform ID, start date, assigned recruiter, and sub-agency.
Status pipeline #
Per-platform status moves through: Applied → Interviewed → Hired → Retired /
Rejected. Status-based tags (e.g. tiktok:hired) sync automatically so you can
segment on them.
Notes, tasks, and targets #
- Notes — freeform internal notes on the host.
- Tasks — to-dos tied to the contact, surfaced to staff.
- Monthly targets — a personal diamond goal per month; hitting it can trigger a goal achievement alert.
Tags #
Apply tags freely. Tags double as audience conditions in campaigns.
Spotting hosts who have gone quiet #
The Platform Details list — the per-platform records, nested under Contacts in the navigation — carries two columns you can switch on: Last active, the date of the most recent stat period for that host on that platform, and Days idle, how long it has been. An Inactivity filter narrows the list to everyone idle for at least a number of days you choose.
That is the same measure an inactivity rule uses, so you can see who a rule would hit before you let it run.
Importing contacts #
Import leads (CSV) on the contacts list creates contacts from a spreadsheet.
Its Language column takes en, es or pt_BR, and also understands what
spreadsheets usually hold instead: a code with a region, in any case (pt-BR,
es-MX, en-GB), or the language's name in English, Spanish or Portuguese
(Portuguese, Español, Inglês). Those are saved as en, es or pt_BR.
Portuguese from any region, pt-PT included, is saved as pt_BR.
Any other value, such as fr, is saved as written so it is not lost. Messages
to that host use the app's default language, and the host portal uses their
browser's language if it is one of ours, until the host picks a language in the
portal. An unrecognised value longer than 10 characters fails its row.
A row whose Email matches a contact this agency already has updates that contact rather than adding a second copy of them. A row with no email always creates a new contact, so two people with no email address on file stay two contacts.
Bulk actions #
From the contacts table you can, in bulk: send WhatsApp, send email, attach tags, and export to CSV. There's also a merge tool to combine duplicate contacts (it moves messages, statements, events, conversations, and tags onto the surviving record).
For a copy of everything rather than just the contacts table, see Exporting your data.
Deleting and restoring #
Deleting contacts — one at a time or in bulk — is reversible. The confirmation dialog names how many records it will affect, and deleted contacts keep their statements, points, and message history. To bring them back, set the table's Deleted records filter to Only deleted records and use Restore on the row, or restore a selection in bulk.
Permanent deletion sits in its own submenu under the bulk actions and asks
you to type DELETE. It erases the contacts and everything attached to them,
and there is nothing left to restore afterwards.