⚡ Quick answer -

Go to the MyOperator panel → Contacts on the left navigation bar to see every customer profile in one list.

Use the search bar to find anyone by name or phone. Add contacts automatically (from incoming chats or CSV uploads) or manually.

Bulk imports update existing records without duplicates, and multi-select lets you delete many contacts at once.

When should I use this guide?

• You’re setting up the platform for the first time and need a clean, centralized contact database.

• Your sales, support, or marketing team wants to capture extra data points (e.g., tags, interests).

• You receive chat messages from unknown numbers and don’t want to lose those leads.

• You must import or update 100k+ contacts in one go

1 | What are MyOperator Contacts?

MyOperator Contacts are phone numbers (with optional names, emails, and other data) saved in your account so agents can instantly recognise callers, log notes, and run analytics. You can store numbers even if they don’t belong to existing users.

When adding a new contact in MyOperator, you must provide the following mandatory information:

• Name: Enter the full name of your contact.
• Phone Number: At least one valid phone number is required.

Typical uses:

• Customer phone numbers (support or sales)

• Business partners (vendors, suppliers)

• Miscellaneous internal or VIP numbers

2 | Prerequisites

• Active MyOperator account (feature available on all plans).

• Admin or authorised User role with “Contacts” permission.

• A CSV editor (Excel, Google Sheets) for bulk imports.

• Mandatory fields for manual entry: Name and Mobile Number.

3 | View & search contacts (check if one already exists)

Steps:

1. Open Contacts.
2. Use the Search bar and type a full/partial phone number (+91 987…, 9876) or name (Priya).
3. Result:
1. Match → contact row appears.
2. No match → “No records found.”

Tips & troubleshooting:

• Try variants: with/without country code, no spaces/dashes.

• Newly imported contacts may take up to 1 minute to index.

• Ensure you have permission to view Contacts.

Alt text: view contacts

4 | How are contacts created?

This automation ensures you never miss leads from chats or marketing uploads.

5 | Add a contact manually

1. Contacts → Add Contact.
2. Fill Name and Mobile Number (E.164 format, e.g. +91 9876543210).
3. (Optional) Add Email, Tags, or any Custom Fields.
4. Click Save. You’ll see the green toast “Contact created.”

6 | Store multiple phone numbers & email IDs in one contact

6.1 Phone numbers

1. Search the contact → click ✏️ Edit.
2. In Phone Numbers, click ➕ Add Number.
3. Enter number, optionally label via a Custom Field (“Work”, “WhatsApp”).
4. Click Save.

Edge cases:

6.2 Email IDs

• Click ➕ Add email in the Email section. No hard cap (tested to 100 fields).

• Duplicate email → same warning as numbers.

7 | Bulk-import or update ≤ 100 000 contacts (CSV)

Copy-paste template (headers are case-sensitive):

name,mobile,email,tags,locationJohn Doe,+91 9876543210,john@example.com,Lead,Mumbai

Steps:

1. Contacts → Import → Select file → Upload.
2. Platform: 
1. Adds new contacts.
2. Updates any existing contact that shares the same phone—no duplicates.

Alt text: Add contacts manually or through bulk import

Limits & tips:

• One CSV ≤ 100 000 rows (split larger files).

• Phone column is mandatory.

• For multiple phones/emails, use comma-separated values in those columns.

8 | Custom Fields—create, edit, delete

8.1 View, reorder, edit

• Contacts → Custom Fields.

• Drag-and-drop to reorder; fields show in both the form and table.

• Default fields: Tags, Location, Secondary Phone Number.

8.2 Create a field

1. Click Create New → enter Display Name.
2. System auto-generates a unique ID (locked).
3. Choose type: Text, Text Area, Number, Select/Multi-Select, Date/DateTime, Switch.
4. Save (max 50 active fields per account).

8.3 Edit or delete

• You may change Display Name, Description, and Options.

• Type & ID are locked.

• Deleting a field purges its data for all contacts—no undo.

Alt text: Custom fields

9 | Delete or merge contacts

Delete

1. In Contacts, tick one or multiple rows.
2. Click Delete → Confirm.

Merge duplicates: a phone already exists. MyOperator shows “Number already exists” with the Merge option to combine data.

10 | Edge cases & limits—When does this NOT work?

• A phone number can belong to only one contact; duplicates trigger a merge.

• Phone number is non-editable; delete & recreate if wrong.

• Deleting a Custom Field removes its data permanently (no undo).

• CSVs > 100 000 rows are rejected—split before upload.

• Starter plan supports only one phone number per contact.

11 | Expected outcomes & success checks

12 | How to transfer contacts from one MyOperator account to another

1. Export from Account A
1. Dashboard → Manage ▸ Contacts → (optional) apply Filters
2. Select All (or tick specific rows).
3. Actions ▸ Export ▸ CSV → Download file
2. Import into Account B
1. Dashboard → Account Option → Switch Account → open Account B
2. Manage ▸ Contacts ▸ Upload.
3. Drag-drop the CSV or click Browse, then confirm field mapping:

1. Click Import. Contacts will appear in Account B within seconds.

13 | Troubleshooting & escalation

Still stuck?

Open Help → Support in the dashboard and attach:

• CSV file (if import issue)

• Contact name/ID & numbers/emails you tried

• Screenshot of the error message and mail to Support.