Customers: everyone who wrote to you, and everyone you added

Before you start

• At least one connected channel — a person appears here the first time they write to you. You can also add people who never wrote, one by one or from a file.
• Owners and admins can do everything here. A colleague’s access is set in Team › Agents: with Clients at View they read the list and each person and export; Edit tags & VIP adds tags, VIP and lists. People who never wrote are seen by owners, admins and colleagues with Campaigns at Send — and only they add or import people. Send a campaign needs Campaigns at Send, and Add to a follow-up needs that and Automations at Edit.

The six ready-made groups

All customers opens on six cards above the list. Each shows how many people are in it, and a click shows only them. A colleague’s numbers count only the channels they can open.

Add people, or import them

1. Add one person

   Press + Add person: their name, their WhatsApp number with the country code, an email if you have it, a list and tags. Tick They agreed to get offers on WhatsApp only when they did, and say where and when — it is kept as proof. Nothing is sent to them.

2. Import many

   Press Import: drop a CSV file, paste rows from Excel or Google Sheets, or choose From WhatsApp chats. Pick which column is the WhatsApp number. Tick Everyone in this file agreed to get offers on WhatsApp and say where — or leave it off and they come in as Not asked. Choose a list (a new one is named after the file) and a tag.

3. Read the answer

   For example 38 added · 4 merged with people you have · 2 rows unreadable, with each unreadable row’s number and why. The same number is never added twice: someone you already have is merged — a missing name or email filled, the tags added. People who said STOP stay STOP.

Your lists

Beside the six groups — made by MirageCHAT — sit your lists, which you name yourself: “Summer 2026 guests”, “Wedding enquiries”. Click one to see only its people. + New list makes one; tick people and press Add to a list to fill it; with a list open, Take out of «…» removes the people ticked. Growth sends a campaign to a list, and Follow-ups › Add people offers From a list.

Find a customer

1. Pick a group

   Go to Customers and click a card — or stay on Everyone. The line above the list says how many people match, for example 6 people · Waiting for you.

2. Search

   Type in Search a name, a phone number, a message…. It finds a name, a phone number — with or without + and spaces — an @handle, the ID a channel gives the person, and their last message. The list changes as you type.

3. Narrow the list

   Use the lists beside the search: All channels for one channel, Any tag for one tag — or ⭐ VIP only and Not VIP — Any language for the language they write in, Any consent for Subscribed, Not asked or Said STOP, and Any source for Wrote to you, Imported or Added by you. They add to the group or list you picked.

4. Sort it

   The last list orders the rows: Last contact ↓ (the newest first, as it opens), Last contact ↑, Name A→Z, Most messages, Newest first or Oldest first.

5. Go to the next page

   The list shows 50 people at a time. The arrows under it move to the next or the previous page.

What a row tells you

• Person — their initials, their name with a star when they are VIP, and their language and since when they write, for example German · since 14 Aug.
• Channels — the mark of each channel they wrote on.
• Last message — the newest message of their newest chat, with its channel and time: 10:12 today, yesterday, 3 days ago. A conversation locked for you shows Locked conversation.
• Tags & lists — up to three tags, then +2 for the rest, and the lists they are in. When they wait for your answer, a red pill comes first: waiting 25m, waiting 3h, waiting 2d.
• Marketing — Subscribed (they agreed to get offers on WhatsApp; hover for where), Not asked, or Said STOP. A STOP — or WhatsApp’s own “stop marketing” — always wins. Growth reads the same column.
• Source — Wrote to you, Imported or Added by you. Someone who never wrote reads — never wrote where the last message would be.
• Spent — what your team recorded with Won in their chats, per currency and never added across currencies, with 1 booking, 3 bookings or no booking yet under it.

Open one person

1. Click their row

   Their panel opens beside the list — on a smaller screen, over it. At the top: their name, a star when they are VIP, their language and the day they first wrote.

2. Their channels and facts

   A chip for each chat — their number or @handle, or your account’s name — with closed or waiting 25m when it applies; click one to open that chat in the Inbox. Under them, three numbers: conversations, messages and spent.

3. Tags and the next step

   + tag adds a tag, the small x on a tag removes it. The buttons: Open the chat, Send a campaign, Mark VIP or Unmark VIP, and Add to a follow-up.

4. Marketing on WhatsApp

   Their consent, with where and when they agreed. They agreed… records a yes (where and when, kept as proof); Set to «Not asked» takes it back; They said STOP stops every campaign to them. Only the person lifts a STOP, by writing START. Under it, their lists — + list adds one, the x takes them out. Someone who never wrote also has Remove from your client list.

5. Their follow-ups

   Under Follow-ups, each one they are in now, for example Warm up interested people · message 2 of 3 goes Fri 9 Oct at 10:00 on WhatsApp. Take them out asks first; after that, the follow-up sends them nothing more.

6. History and notes

   History, all channels shows their latest ten messages and wins, newest first — You: or AI: before yours. Notes shows your team’s latest internal notes. Press the X, or Escape, to close the panel.

Do something for many people at once

1. Tick the people

   Tick the box at the start of each row, or the box above the list to pick everyone on this page. A dark bar appears — 2 people selected — with the next steps; the X at its end clears it. People stay ticked when you change the page or the group.

2. Add a tag

   Press Add a tag, type it in Tag… — your tags are suggested — and press Add. Someone who already has it keeps it once. If a follow-up listens for that tag, it starts for everyone the tag is new to.

3. Add to a follow-up

   Press Add to a follow-up, choose one and press Add 2 people. Each joins through their newest chat — or, for a follow-up on one channel, through their chat on it. The answer says what happened, for example “«Warm up interested people»: 2 people added · 1 already in it”, with said STOP on that channel or has no chat on that channel for anyone who was not added.

4. Add to a list

   Add to a list puts the people ticked in one of your lists — or a new one.

5. Send a campaign

   Send a campaign says how many of them get it (only those who said yes to offers), puts them in a list, and opens Growth’s new campaign on that list.

6. Export or mark VIP

   Export downloads only the people ticked. VIP opens Mark VIP and Unmark VIP; confirm, and the star changes.

Write an internal note

1. Open the conversation

   Notes are written where you talk to the person. In the Inbox, open their conversation and press the information button above the chat.

2. Write the note

   Under Internal notes, type in Add a private note (visible only to your team)… and press Add note.

3. Pin or delete it

   The pin marks a note as important; the bin deletes it. The note also shows under Notes when you open the person in Customers.

See the contacts on your WhatsApp phone

When a WhatsApp number that stays in the WhatsApp Business app is connected, Customers gets a second view: Phone contacts — the contacts saved on that phone, synced by Meta.

1. Open Phone contacts

   In Customers, switch from All customers to Phone contacts. With more than one such number, pick it in the list beside the search.

2. Find someone

   Search by name or number. Each row shows the last chat and the Reply window.

3. Answer or reach out

   Open, with the hours left, means they wrote in the last 24 hours: press Open chat and answer freely. Otherwise press Send template, choose an approved template, fill in its values and press Send.

4. Export them

   Export CSV downloads the contacts of that number.

Export the list

1. Filter first

   Pick the group, and set the search and the lists the way you want. The export follows them.

2. Press Export CSV

   Press Export CSV beside the lists. The file is named with today’s date and holds up to 5,000 people; with more, it says how many it left out — narrow the filters. For only some people, tick them and press Export in the bar.

3. Open it in a spreadsheet

   Each row has the ID, the name, the channels, the number of conversations and messages, the first and last contact, the language, VIP, the tags and the last message. Several channels or tags in one cell are separated by a | sign.

Good to know

• One row per ID. A record is the ID a channel gives a person — a WhatsApp number, an Instagram account. The same person writing on WhatsApp and on Instagram has two rows; there is no merge.
• One address book. Follow-ups and Growth pick their people from here — there is no second list anywhere. Someone you imported who later writes on WhatsApp is the same row, and the name you gave them stays.
• Colleagues see their own channels. A colleague limited to some channels sees only the people who wrote on them — in the groups’ numbers, the list, the person’s panel and the export.
• A locked conversation stays private. When a conversation is locked for you, the person keeps their row, without their last message.
• On a phone’s browser the groups are a row of chips you swipe, every row is a two-line card, the bar for the people ticked sits at the bottom of the screen, and a person opens full screen.

If something looks wrong

On your phone

In the MirageCHAT app, open Menu › Clients. The same six groups sit at the top as chips, with Your lists (and + New list) and Subscribed, Not asked and Said STOP under them; the person icon at the top is Add a person. Search, then tap a person for their channels, numbers, their marketing (They agreed…, They said STOP), their lists, the follow-ups they are in (Take them out), their history, notes and Add to a follow-up. Someone who never wrote reads “Never wrote to you”, and Remove from your client list takes them out of the book.

Press Select, or hold a row, to pick several people: the bar at the bottom offers List, Tag, Campaign, Follow-up, Export and VIP, as your access allows. Campaign puts them into a list and opens a new WhatsApp campaign on it. Importing a file is on the web.

Still stuck? Write to info@miragechat.io with your workspace name. Never send passwords or codes.