How do customer records work?

WAWin adds a customer record to WhatsApp’s contact info, so details, notes, tags and the assignee stay next to the chat.

Open a private chat’s contact info to see the record above Media, links and docs, and edit it there. The customer name also appears after the chat name in the chat list.

Tags are shared across the workspace. Owners and Admins create, rename and delete them in Tag management; Members use existing tags.

In the chat list, filter chats by tag, or use Reply status to show chats that need your reply or are waiting for them.

In Console, Owners and Admins can work with customers in a table: advanced filters, shared views, custom fields, bulk assignment, import from CSV or XLSX, and export to XLSX, CSV or JSON. Workspace permissions control who can see and change shared records.