Overview

The Contacts section allows you to manage all contacts registered in the EvoAI system in a single location. On this screen, you can view, search, create, and filter contacts quickly and organized.

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Accessing Contacts

To access the contacts area:

1. In the left sidebar menu, click Contacts
2. Then, select the Contacts option
3. The main screen will be displayed with the list of all registered contacts.

Each contact is presented in card format, containing basic information such as name, identifier, and phone.

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Searching Contacts (Quick Search)

The search bar allows you to quickly locate contacts by name.

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How to search

1. At the top of the screen, use the Search contacts field
2. Type the name or part of the name of the desired contact
3. The contact list will be automatically updated as you type

This feature is ideal for finding specific contacts without needing to apply advanced filters.

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Creating a New Contact

You can create new contacts directly from the Contacts screen.

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Step 1: Open the creation modal

1. Click the + New Contact button, located in the upper right corner of the screen
2. A contact creation modal will be displayed

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Step 2: Fill in contact details

In the creation modal:

1. Select the Contact Type (e.g., Person)
2. Fill in the basic information:
   • Name
   • Last Name
   • CPF (optional)
   • Email
   • Phone
3. If necessary, link the contact to an existing company in the Company Information section
4. After filling in the data, complete the registration according to the options available in the modal

Required fields are visually indicated in the form.

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Filtering Contacts

Filters allow you to refine the contact list based on specific criteria. “

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Step 1: Open filters

Click the Filters button, located next to the search bar

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Step 2: Configure filters

In the Filter Contacts modal, select:

1. The field to be filtered (e.g., Name)
2. The operator (e.g., Equals)
3. The desired value
4. To add more criteria, click Add Filter
5. After configuring the filters, click Apply Filters

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Additional options

• Clear Filters: removes all applied filters
• Cancel: closes the modal without applying changes

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Final Considerations

• The Contacts screen was designed to facilitate the management of large volumes of contacts
• The combined use of quick search and advanced filters optimizes navigation and data organization

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WhatsApp Group Contacts (starting in v1.0.0-rc3)

Starting in v1.0.0-rc3 (EVO-1018), the CRM distinguishes WhatsApp group contacts from real customer contacts:

• WhatsApp groups no longer appear mixed in the main contacts list. A “group” entity is not a person — it represents the room, not an individual interlocutor.
• Messages sent inside a group continue to be associated with the individual author of the message, who appears as a real contact.
• Reports and filters that run over the contact base now reflect only people — no inflating metrics with room IDs.

If you need to view groups as entities (rare), the advanced filter exposes an option to include groups explicitly.