In most operations, your contact base grows on its own through your channels. The AI agent can also complete the profile during the conversation, filling in name, email, phone, and additional fields. See Edit a contact →.
Add a contact manually
Use manual entry when you receive a lead by phone, at an event, or through a referral and want to register it before starting the conversation.1
Open the contact list
In the sidebar, click Contacts. The People tab shows the contact list.
2
Open the form
Click New contact in the upper-right corner. The Add New Contact window opens.
3
Fill in the details
Enter the fields below. Only Name is required.
4
Save the contact
Click Create Contact. BluBash saves the record and opens the contact page, where you complete the remaining information.
What to complete after creating
On the contact page, you can add information that is not in the initial form:- Organization: links the contact to an organization in the Organizations tab.
- Source and UTM campaign: record where the contact came from (Ad, Organic, Referral, WhatsApp, Instagram, Import, Manual, or Other).
- Global owner and owners by team (contact portfolio).
- Additional fields created by the Administrator.
- Tags.
Import contacts from a CSV file
Importing creates or updates many contacts at once. It is the recommended way to migrate a contact base from another system or load a lead list.Only the Administrator sees the Import button. Each file can have up to 100,000 rows. If your spreadsheet is larger, split it into parts.
Prepare the file
- Save the spreadsheet in CSV format.
- The first line must contain the column names.
- Include a column with the contact name and a column with the chosen identifier (email or phone).
- Write phone numbers in international format, for example
+5511999998888. - To start with the right format, use Download sample CSV file in the first step.
Step by step
1
Open the import
In Contacts, click Import. The Import contacts page opens.
2
Upload file
Click Choose CSV file and select the spreadsheet. BluBash shows how many columns and rows were detected.In How do you want to identify these contacts?, choose Email or Phone. This identifier is used to find an existing contact or create a new one, and it is saved as the contact’s main channel.
3
Map fields
Match each file column to a system field. The screen shows a sample from row 1 so you can check it.
The Next button is enabled only when the required fields are mapped.
4
Configure and import
Define what happens when a contact already exists (same email or phone):
Optionally, choose tags to apply to all imported contacts and an Owner for them.
5
Start and monitor
Click Start import. Processing runs in the background. In the contact list, a banner shows progress, with processed rows, successes, and errors. Click View details to return to the import page, where you can use Cancel import.
6
Review the result
When it finishes, the banner shows the status of the last import. On the import page, click View history to see previous files. If any rows failed, use Download CSV with all errors to see the reason for each one, fix them, and upload only those rows again.
Best practices
- Standardize numbers with the country code before importing. Numbers without a country code create duplicate contacts or delivery failures.
- Create tags and additional fields before importing, so you can map them in step 2.
- Use a batch tag (for example,
import-oct-2026) to find and segment these contacts later. - Test with a small file before importing your whole base.
- Prefer Ignore duplicates for the first load and Update existing contact and add tags for update loads.
Common errors
Next steps
Edit a contact
Complete data, set owners, and understand what the AI agent updates.
Additional fields
Store information specific to your business on each contact.
Contact tags
Organize and segment your base with tags.
Start a conversation
Talk to the contact from their page.