How do I add or edit a contact in Whippy?

Last updated: November 5, 2026

Add a contact manually when you need to create one person, and edit a contact when you need to correct details, preferences, or related contact information.

Before you start

  • Search first to reduce duplicate contact records.

  • Confirm you have permission to create or update contacts.

  • Use imports or bulk actions when many contacts need the same update.

Steps

  1. Open Contacts from the main sidebar.

  2. Select All contacts.

  3. Select Add, then Add a new contact.

  4. Enter the contact's details.

  5. Add tags, lists, default channel, language, or communication preferences when needed.

  6. Save the contact.

  7. To edit an existing contact, search for the contact and open the record.

  8. Select Edit contact.

  9. Update the fields.

  10. Save the changes.

Tips

  • Use external ID when the contact is connected to another system.

  • Keep communication preferences accurate before sending messages.

  • Check whether an integration owns a field before editing it manually.

  • Use consistent formatting for phone numbers and emails.

Troubleshooting

  • If the contact cannot be saved, review phone, email, name, and required workspace fields.

  • If the Add action is unavailable, review contact creation permissions.

  • If a manually edited value changes later, check whether an integration synced over the field.

  • If you find duplicates, search existing contacts and merge records where appropriate.