Contact

One customer, one complete record

Contacts from chats are saved automatically, and the same customer on WhatsApp, Telegram, and Conex is merged into one contact. Add labels and custom fields, build segments, merge duplicates, then import or export via CSV.

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Plan: Free
In the dashboard: Contact
Group: Customers & Marketing

Customer contact list with labels, promo consent, and channels — Sample screen with illustrative data.

What it is

Contacts & segments

A customer contact book that fills itself from chats, where you tidy up data, group customers, and prepare lists for follow-up.

Who it's for

Businesses whose contacts are scattered across phones, notebooks, and spreadsheets
Marketing teams preparing broadcast lists
Sales reps who want to know a customer's history before replying
Businesses that want to tell new, loyal, and lapsing customers apart

What you get

Contacts & segments in Conex Bisnis

One contact, many channels

History from several channels comes together in one contact.

Segments

Group contacts by label, city, or custom field.

Custom fields

Store key details like vehicle type or birthday.

Merge duplicate contacts

Detect likely duplicates and merge them without losing history.

CSV import

Move your existing contacts over from a CSV file.

Export with permission

CSV export only for roles with permission, with an audit trail.

Good to know

ExcelImport uses CSV. Save your Excel file as a CSV first.

How it works

Step by step in the dashboard

Menu names match business.conex.chat (in Indonesian).

1
Import existing contacts
In Kontak (Contacts), open the import wizard: choose a CSV file, map the columns (name, phone number, email, Instagram, Telegram, label, notes, or custom fields), review the data, and you're done.
2
Decide how to handle duplicates
Rows that match an existing contact can be merged, filling in empty fields without overwriting existing data, or skipped.
3
Add a label & promo consent
Add one label to all imported contacts and choose their promo consent status. The default is "Belum izin" (Not yet opted in).
4
Clean up duplicate contacts
Review pairs flagged as similar because of the same phone number, email, name, or account, then merge them or mark them as not duplicates.
5
Add custom fields
Create text, number, date, or choice fields, such as vehicle type, city, or date of birth.
6
Build smart segments
Combine conditions like label, city, total spend, number of transactions, time since last purchase, birthday, or owning staff member, then choose whether all conditions or any one of them must be met.

Key settings

Segment conditions: Has or doesn't have a label, chat channel, city, promo consent, total spend, number of transactions, no purchase for, active in chat within, new contact within, birthday, contact source, and owning staff member.
Matching method: All conditions must be met, or just one of them.
Custom fields: Text, number, date, or choice types, with at least two options.
Promo consent per contact: Opted in, not yet opted in, or unsubscribed. This status decides whether a contact can receive broadcasts.
List columns: Choose which columns to show, such as label, promo consent, last chat, owner, number of transactions, and total spend.

Limits & rules

Import: CSV files with 1–5,000 rows and up to 5 MB per import. Excel files need to be saved as CSV first.
Data limits: Up to 100 labels, 40 custom fields, and 60 segments per business.
Permissions: Import and export are only for roles with permission, and every export is recorded.
Privacy: Contacts that come from Conex accounts don't show that account's phone number or email.
Quota: The number of stored contacts depends on your plan; you can see it in Paket & Kuota (Plans & Quotas).

Use cases

Used across many businesses

Workshops

"Vehicle type" and "last service" fields are added, then a "no purchase in 90 days" segment is used to win customers back.

Auto repair & automotive solution

Gyms

An old member list is imported from CSV with an "Anggota lama" (Former member) label and "Belum izin" (Not yet opted in) promo consent, then asked for consent before receiving promos.

Gym & fitness solutions