NexusBot Help Centre

Manage contacts

Add, find, edit and organise your customers, and see everything about them in one place.

5 min read · Updated 5 October 2026

Contacts is your customer list. NexusBot adds a contact automatically when someone messages you for the first time, and you can add or import more.

Add a contact

  1. Go to Contacts and click Add Contact.
  2. Enter the Name and Phone Number with the country code, for example +60123456789. Email, company and tags are optional.
  3. Click Save Contact.

If the number already exists, NexusBot tells you and offers to open the existing contact, so you don't create duplicates.

Find contacts

  • Use the search box, or Filter by tags.
  • The list shows name, phone, email, company, tags, the channel they came from and when they were added.

The contact page

Click a contact to see everything about them, in tabs:

TabWhat's there
DetailsName, phone, email, company
ActivityMessages and events with this customer
NotesInternal notes for your team
Custom fieldsExtra information you track, such as birthday or branch
DealsSales linked to this customer
Follow-upsCalls or visits you've scheduled with them
TagsClick a tag to add or remove it

From the top of the page you can Message the customer, Send template, Edit or Delete.

Delete contacts

Delete one contact from its menu, or tick several and click Delete selected. This can't be undone.