Dashboard manual · Operations

Contact base: filter, import CSV spreadsheets, export, and organize contacts with tags and LGPD

The "Base de contatos" (Contact base) is the dashboard screen that gathers everyone who has talked to the company or came from a spreadsheet, with filters that show the count before you click, CSV import and export, tags, and the record of who can receive messages.

Who can use it

Role	What you see and do
Owner	Sees and does everything: imports and exports CSV, edits contacts, applies tags, declares the legal basis on the record, and uses the "Continuar no WhatsApp" (Continue on WhatsApp) button on site chat contacts.
Admin	Sees the base, filters, adds and edits contacts, applies and removes tags, imports and exports CSV. Does not declare the legal basis on the record and does not see the "Continuar no WhatsApp" (Continue on WhatsApp) button.
Agent	Sees the base, filters, adds and edits contacts, applies and removes tags, and starts conversations. The "Importar CSV" (Import CSV) and "Exportar CSV" (Export CSV) buttons do not appear.

Screens

"Base de contatos" (Contact base)

The "Base de contatos" (Contact base) screen is for slicing the base with filters, checking who can receive messages, importing or exporting a list as CSV, and opening each contact's record to edit data and tags.

Address in the dashboard: /app/contatos

Screenshot of the "Base de contatos" (Contact base) screen. The "Base de contatos" (Contact base) screen is for slicing the base with filters, checking who can receive messages, importing or exporting a list as CSV, and opening each contact's record to edit data and tags. — The "Base de contatos" (Contact base) screen in the demo account, with sample data and blurred values.

How to get there: From the menu, or by clicking a company on the "Empresas" (Companies) screen: the "Base de contatos" (Contact base) opens already filtered by that company.

Base pulse

Four general numbers for the account, which do not change with the filters.

"Total na base" (Total in base): active contacts in your base.
"Novos hoje" (New today): contacts created today.
"Quentes agora" (Hot right now): leads in the "Quente" (Hot) band, ready for outreach.
"Aguardando humano" (Waiting for human): conversations in the handoff queue, with a pulsing green dot.
If the reading fails, the number becomes a dash instead of zero.

Smart lists

Shortcuts at the top of the left column, each with its count; hover to see the exact selection.

Buttons and actions

"Todos os contatos" (All contacts): Shows the entire base and turns off all filters at once.
"Quentes agora" (Hot right now): Filters contacts with a BANT score of 75 or more. Clicking again turns it off.
"Esperando nossa resposta" (Awaiting our reply): Filters those whose last message went unanswered beyond the account's reply deadline, the same one the Inbox enforces.
"Sem consentimento" (No consent): Filters those who never gave consent. Some may have a declared legal basis; the badge on the record tells them apart.
"Reengajar · ‹banda› ‹n›d+" (Re-engage · ‹band› ‹n›d+): Filters the contacts in the re-engagement rule's band with no interaction for N days or more. The band and days come from the rule configured in CRM & Graph.
"Importados hoje" (Imported today): Filters those who came in through a spreadsheet since the start of the day. Those who already existed in the base do not count.

Facet filters

Groups of filters in the left column. Each row has the count and a proportional bar; clicking turns it on, clicking again turns it off.

Fields and filters

"Banda BANT" (BANT band): "Quente" (Hot), "Morno" (Warm), "Frio" (Cold), or "Sem score" (No score).
"Canal" (Channel): How the contact came in: WhatsApp, Web chat, Instagram, "Importados por planilha" (Imported via spreadsheet), "Cadastro manual" (Manual entry), "Integração" (Integration), and others.
Status: "Novo" (New), "Em conversa" (In conversation), "Qualificado" (Qualified), "Transferido" (Transferred), "Descartado" (Discarded), or "Opt-out" (Opt-out).
"Empresa" (Company): The companies with the most contacts, by the official name in the registry.
"Etiquetas" (Tags): The most-used tags in the base.

On narrow screens the column becomes a collapsible block called "Filtros e listas" (Filters and lists).
The filters stay in the page URL: copying the link takes the same list to another team member.

Toolbar

Quick temperature, search, display mode, and the base actions.

Fields and filters

"Buscar contato, empresa, telefone…" (Search contact, company, phone…): Free search by name, company, or phone; the list updates after a short pause in typing.

Buttons and actions

"Todos" (All): Turns off the temperature filter.
"Quente" (Hot): Filters the "Quente" (Hot) band; shows the count beside it. Clicking again turns it off.
"Morno" (Warm): Filters the "Morno" (Warm) band.
"Frio" (Cold): Filters the "Frio" (Cold) band.
"Cartão" (Card): Shows one block per contact, with tags and everything in view. The choice is remembered in this browser.
"Tabela" (Table): Shows one row per contact, sortable by any column. The choice is remembered in this browser.
"Importar CSV" (Import CSV)Owner, Admin: Opens the dialog for importing contacts from a spreadsheet.
"Exportar CSV" (Export CSV)Owner, Admin: Downloads a CSV file with the contacts in the current selection (filters and search applied).
"Novo contato" (New contact): Opens the manual entry dialog.

Card list

The "Cartão" (Card) mode: one block per contact, loaded gradually as you scroll.

Buttons and actions

"Abrir ficha de ‹nome›" (Open ‹name›'s record): Clicking the card (or Enter/Space with focus on it) opens the contact's side record.

A colored strip on the left in the temperature color.
Name, company, and source channel; the tags as badges.
The "sem autorização" (no authorization) badge for those with neither consent nor legal basis; "base legal declarada" (legal basis declared) for those with only the legal basis.
Status, how long it has been in the base, and the BANT score.

Table list

The "Tabela" (Table) mode, for scanning and comparing many rows. Clicking the header sorts; the second click reverses; the third removes the sorting.

Fields and filters

"Contato" (Contact): Name and company. Sorts from A to Z. The column stays fixed when you scroll the table sideways.
"Nota" (Note): BANT score from 0 to 100 and the temperature. Sorts from highest to lowest.
"Alcançável" (Reachable): Whether you can send a message: "Consentimento" (Consent), "Base legal" (Legal basis), or "Sem autorização" (No authorization).
Status: Where the conversation stopped; sorts by the pipeline order, not alphabetically.
"Canal" (Channel): How the contact entered the base.
"Cadastrado" (Registered): How long the contact has been in the base; sorts from newest to oldest.

When sorting, the screen loads the rest of the base on its own and shows "Carregando a base inteira para ordenar — ‹n› de ‹total›." (Loading the entire base to sort — ‹n› of ‹total›.)
On a very large base, it warns that it sorted only the first ones and suggests narrowing the filters to sort the whole set.
Clicking a row (or Enter/Space) opens the contact's side record.

Contact record (side panel)

Opens from the right when you click a contact. Closes with the X or with Esc.

Top with the temperature color, name, authorization badges and "Lead de teste" (Test lead), and the line with company (or phone), temperature, and score.
Badges "Veio da integração" (Came from the integration) and "Veio do anúncio" (Came from the ad) when the source is known.
"Qualificação" (Qualification): "‹n› de ‹n› sinais" (‹n› of ‹n› signals) from the contact's audience, each signal with a bar and the phrase that proved it, or "ainda não capturado" (not yet captured). Without qualification, the record says the signals appear once the AI qualifies the contact in the conversation.
"Contato" (Contact): "Telefone" (Phone), "E-mail" (Email), "Empresa" (Company), and "Origem" (Source).
"Veio da integração" (Came from the integration): the entries received and the data that came with them, only for those who came through an integration.
"Jornada" (Journey): the timeline with date and time; the most recent event has a filled dot. With no events, "Sem atividades ainda." (No activity yet.)

Can it receive messages?

The block of the record that says where the authorization to talk to the contact comes from.

Buttons and actions

"Declarar base legal" (Declare legal basis)Owner: Appears only on a contact with no recorded authorization. Choose the reason in the selector ("São meus clientes" (They are my customers), "Pediram para eu entrar em contato" (They asked me to contact them), or "Já coletei o consentimento deles" (I have already collected their consent)) and confirm with the button of the same name. The declaration is saved with your name and the date, and the contact becomes eligible for campaigns.

"Consentimento do titular" (Data subject's consent): the person replied in the service and received the privacy notice, or authorized through an integration's form.
"Base legal declarada — ‹base›" (Legal basis declared — ‹basis›): who declared it and when, with the LGPD article. The record makes clear it is not the data subject's consent.
"Sem autorização registrada" (No authorization on record): the contact does not enter campaigns until it replies or until the Owner declares the legal basis.
"Pediu para não receber mensagens" (Asked not to receive messages): overrides everything; the contact does not enter campaigns and receives no automatic messages.

"Etiquetas" (Tags)

The contact's tags, the same ones as in the Inbox.

Fields and filters

"Adicionar etiqueta" (Add tag): Type the name and press Enter (or leave the field) to apply. A repeated tag is ignored.

Buttons and actions

"Remover a etiqueta ‹nome›" (Remove the tag ‹name›): The tag's X opens the confirmation "Remover esta etiqueta?" (Remove this tag?).
"Remover etiqueta" (Remove tag): Confirms the removal. The tag leaves this contact here and in the Inbox; the other contacts that use it do not change.
"Cancelar" (Cancel): Closes the confirmation without removing.

With no tags, "Sem etiquetas ainda." (No tags yet.) appears.

Record footer

The actions on the contact.

Buttons and actions

"Continuar no WhatsApp" (Continue on WhatsApp)Owner: Only for a site chat contact that provided a phone: turns the contact into a WhatsApp contact with that number, keeping consent, qualification, and tags, and opens the conversation in the Inbox to send the message template.
"Iniciar atendimento" (Start conversation): Opens the contact's conversation in the Inbox, or creates a new one when the contact is reachable by WhatsApp. When disabled, the tooltip says why.
"Disparar" (Send): Button still disabled; the tooltip says manual sending arrives in a future phase.
"Editar" (Edit): Turns the "Contato" (Contact) block into a form with "Nome" (Name), "Empresa" (Company), and "E-mail" (Email), with the "Salvar" (Save) and "Cancelar" (Cancel) buttons.
"Salvar" (Save): Saves the changes to name, company, and email. Requires the name to be filled in.

"Novo contato" (New contact) dialog

Manual entry of a contact, outside the conversation with the AI.

Fields and filters

"Nome" (Name)required: Full name.
"Telefone" (Phone)required: With area code, for example +55 11 91234-5678.
"Empresa" (Company): Optional; suggests the companies that already exist.
CNPJ: Optional. Once complete, it checks the Brazilian tax registry (Receita Federal) and fills in the company, with the notice "Preenchido pela Receita" (Filled in from the tax registry).
"E-mail" (Email): Optional.
"Etiquetas" (Tags): Optional, comma-separated.

Buttons and actions

"Criar contato" (Create contact): Saves the contact and opens its side record. Only enabled with a name and a phone.

A repeated phone is rejected with "Já existe um contato com este telefone." (A contact with this phone number already exists.)

"Importar contatos" (Import contacts) (CSV) dialog

Three steps: choose the file, check the columns and declare the legal basis, see the summary.

Fields and filters

"Telefone" (Phone)required: Which spreadsheet column is the phone. The screen already suggests one from the header word.
"Nome" (Name): Which column is the name (or "— nenhuma" (— none)).
"Empresa" (Company): Which column is the company (or "— nenhuma" (— none)).
"E-mail" (Email): Which column is the email (or "— nenhuma" (— none)).
"Por que você pode falar com estes contatos?" (Why can you contact these people?)required: Required choice among "São meus clientes" (They are my customers), "Pediram para eu entrar em contato" (They asked me to contact them), and "Já coletei o consentimento deles" (I have already collected their consent). It is saved with your name and the date and is what authorizes the imported contacts to receive campaigns.

Buttons and actions

"Arraste o CSV aqui ou clique para escolher" (Drag the CSV here or click to choose): Area to drop the .csv file or open the computer's file picker.
"Baixar modelo de exemplo" (Download sample template): Downloads a sample CSV with the columns "nome" (name), "telefone" (phone), "empresa" (company), and "email" (email).
"Escolher outro" (Choose another): Goes back to choosing the file.
"Importar contatos" (Import contacts): Imports the spreadsheet. It stays locked until the phone column and the legal basis are chosen; the tooltip says which one is missing.
"Importar outro" (Import another): After the summary, starts over with another file.
"Concluir" (Finish): Closes the dialog.

On the check step, a preview of the first rows with the name of each column.
Fixed notice: the declaration is not the data subject's consent, and imported contacts are not approached automatically by the AI.
Final summary with three numbers: created, invalid, and in the file.

Invalid queue and recent imports

The rows rejected from an import, to fix one by one.

Fields and filters

"Telefone corrigido" (Phone corrected): The phone of the rejected row, editable. Each row shows the row number and the reason for rejection.

Buttons and actions

"Recriar" (Recreate): Creates the contact with the corrected phone and marks the row as "Contato criado" (Contact created).
"Corrigir" (Fix): Under "Importações recentes" (Recent imports), opens the invalid queue for that import (it turns into "Fechar" (Close)).

"Corrigir inválidos (‹n›)" (Fix invalid rows (‹n›)) appears right after the import, when there were rejections.
"Importações recentes" (Recent imports): each file with how many were created and how many were invalid, the date, the declared legal basis, and who declared it.

Screen states

Loading: Gray strips shaped like the chosen mode (blocks in "Cartão" (Card) mode, rows in "Tabela" (Table) mode).
Nothing here yet: "Nenhum contato neste recorte." (No contacts in this selection.) With a filter on, the screen explains that the filters are narrowing the list and offers "Limpar filtros" (Clear filters); with no filter, it invites you to add the first contact or import a spreadsheet.
If something goes wrong: "Não foi possível carregar os contatos." (Could not load the contacts.) with the "Tentar novamente" (Try again) button.

Step by step

How to import contacts from a CSV spreadsheet

In the "Base de contatos" (Contact base), click "Importar CSV" (Import CSV).
If needed, click "Baixar modelo de exemplo" (Download sample template) and fill in the spreadsheet in the same format.
Drag the file into the "Arraste o CSV aqui ou clique para escolher" (Drag the CSV here or click to choose) area.
In the preview, check which column is "Telefone" (Phone), "Nome" (Name), "Empresa" (Company), and "E-mail" (Email).
Answer "Por que você pode falar com estes contatos?" (Why can you contact these people?) by choosing one of the three options.
Click "Importar contatos" (Import contacts) and read the summary of created and invalid rows.

How to fix the rejected rows of an import

Open "Importar CSV" (Import CSV); under "Importações recentes" (Recent imports), click "Corrigir" (Fix) on the import with invalid rows.
On each row, adjust the "Telefone corrigido" (Phone corrected) field.
Click "Recriar" (Recreate). The row then shows "Contato criado" (Contact created).

How to export a filtered contact list

Build the selection with the "Listas inteligentes" (Smart lists), the left-column filters, and the search.
Click "Exportar CSV" (Export CSV). The file contains only the contacts in the selection.

How to add or remove a tag on a contact

Click the contact to open the side record.
Under "Etiquetas" (Tags), type the name in the "Adicionar etiqueta" (Add tag) field and press Enter.
To remove it, click the tag's X and confirm in "Remover etiqueta" (Remove tag).

How to declare the legal basis of a contact without authorization

Sign in as the account Owner and open the contact's record.
In the "Pode receber mensagem?" (Can receive messages?) block, choose the reason in the "Declarar base legal" (Declare legal basis) selector.
Click the "Declarar base legal" (Declare legal basis) button. The contact now enters campaigns.

How to see who is waiting for a reply

In the left column, click "Esperando nossa resposta" (Awaiting our reply).
Open each contact and use "Iniciar atendimento" (Start conversation) to go straight to the conversation in the Inbox.

How to sort contacts by score

Click "Tabela" (Table) next to the search.
Click the "Nota" (Note) header: the first order is highest to lowest; click again to reverse it.

Frequently asked questions

Does "Base de contatos" (Contact base) import Excel (.xlsx) files?

The import on this screen accepts .csv files. In Excel, use Save as and choose CSV before importing.

What goes into the file from "Exportar CSV" (Export CSV)?

The contacts in the view currently on screen, with the filters and search applied. To export the entire base, first click "Todos os contatos" (All contacts).

Why don't I see the "Importar CSV" (Import CSV) and "Exportar CSV" (Export CSV) buttons?

They appear only for the Owner and Admin. Someone with the agent role cannot import or export the base.

Do the numbers at the top change when I filter?

No. "Total na base" (Total in base), "Novos hoje" (New today), "Quentes agora" (Hot right now) and "Aguardando humano" (Waiting for human) are account-wide numbers. What changes with the filter is the list and the counts in the left column.

Is the choice between "Cartão" (Card) and "Tabela" (Table) saved?

Yes, in this browser. It is not included in the link: whoever opens a shared link gets the filters, but sees the list in the mode they chose for themselves.

What is the difference between the record in "Base de contatos" (Contact base) and the CRM record?

The side record in "Base de contatos" (Contact base) edits name, company, email and tags and declares the legal basis. The CRM & Graph record shows the purchase profile, engagement and LGPD actions, with the contact in read-only mode.

What is the disabled "Disparar" (Send) button on the record?

It is manual sending to a single contact, which is not available yet. To talk to the person now, use "Iniciar atendimento" (Start conversation).

Help center guide

"Base de contatos" (Contact base)

Everyone who has ever talked to you, plus those you brought in from a spreadsheet. This is where a campaign's audience comes from.

Every person who sends a message enters here on their own. And you can bring in your old list from a spreadsheet. This is the base that supports everything done in bulk.

The screen

On screen: "Base de contatos" (Contact base) with the filter panel on the left and the contact list on the right. Filters on the left, contacts on the right. Each filter shows how many contacts it reaches before you click.

The size of the base: How many contacts exist, how many came in today, how many are hot, and how many are waiting for service. Click a number to see its list.
The filters: Ready-made lists on top; below, temperature, source channel, and status. The number next to each option is how many people it catches — you know the size before clicking.
Search and actions: Search by name, company, or phone; switch between "Cartão" (Card) and "Tabela" (Table). This is where "Importar CSV" (Import CSV), "Exportar CSV" (Export CSV), and "Novo contato" (New contact) come from.
The list: Name, company, channel, tags, status, and temperature. Click to open the full record, with the contact's conversation and journey.

The ready-made lists, and when to use each one

At the top of the filter column there are ready-made lists, each with a count beside it. They are shortcuts for the questions that repeat every week, and the count lets you decide before clicking whether it is worth it:

"Quentes agora" (Hot right now): Who is ready for outreach today. If this number grows and nobody calls, the problem isn't lead generation.
"Esperando nossa resposta" (Awaiting our reply): People who wrote in and were left without a reply. It is the list that ages worst — worth opening every day.
"Sem consentimento" (No consent): Contacts that can't enter a campaign. A high number here explains why your last batch reached fewer people than you expected.
"Reengajar" (Re-engage): People who cooled off without saying no. It is the natural raw material for a re-engagement campaign.
"Importados hoje" (Imported today): Useful for checking the import you just did, before sending anything to those contacts.

Next to the search there are two ways to see the same list. "Cartão" (Card) shows each contact with tags and temperature, and is better for going through a few people carefully. "Tabela" (Table) stacks many more rows on the same screen and is better for checking an import or scanning the base for a case. In table view, you can sort by clicking the column header — and, on a large base, the screen warns that sorting applies to the first contacts, instead of pretending it sorted everything.

Bring in your spreadsheet list

Keep the spreadsheet simple: One row per person, with name and phone at minimum. Email and company help. Save as CSV.
Check the columns: After you upload the file, the screen shows the first rows and asks you to say which column is which. Look at the preview: this is where you catch a phone number in the name column.
Declare on what grounds you have these contacts: This is the mandatory part, and it exists to protect you. You choose one of the three real situations, and your choice is recorded with your name and the date.
Import: Anyone who already exists by phone doesn't get in twice. And the phone is understood however it is in the spreadsheet — with or without +55, with or without the ninth digit, with a dash or parentheses: it is the same person, and when they reply on WhatsApp the conversation lands on this contact, not a duplicate. At the end it shows how many came in and how many were ignored, with the reason.

"São meus clientes" (They are my customers): People who have already bought from you. It is the business relationship that gives the right to talk.
"Pediram contato" (Asked to be contacted): They filled out a form, left their phone number at your booth, asked for a quote.
"Autorizaram receber mensagens" (Authorized receiving messages): They said yes, explicitly, to receiving communication from you.

Who can receive messages

Each contact's record has a block "Pode receber mensagem?" (Can receive messages?). It answers in just one way, with no fine print:

"O titular respondeu no atendimento" (The data subject replied during service) — the person talked to you. It is the strongest authorization there is.
"Base legal declarada" (Declared legal basis) — you declared the reason, at import or on the record itself (only the Owner declares). It works for campaigns and for starting a conversation, and shows who declared it and when.
"Sem autorização" (No authorization) — neither one nor the other. It stays out of any send until the Owner declares the legal basis right there, in the block, choosing the reason among the three from the import.
"Pediu para não receber" (Asked not to receive) — the person unsubscribed. This overrides everything, always, including a declared legal basis.

When the import doesn't go as expected

Far fewer people came in than the spreadsheet had: Almost always it is a repeated phone number: anyone who already exists by phone doesn't come in again. The import result says how many were ignored and why — read it before redoing the file.
Rows rejected for an invalid phone: A number without an area code, with text in the middle, or with fewer digits than it should have. Fix it in the spreadsheet and import again: reimporting doesn't duplicate those who already came in.
The names came in the wrong column: The column check was rushed. There is no way to undo the import in bulk; fix the affected contacts through the record, or redo the spreadsheet and import over it — the phone is what matches the records.
The campaign reached fewer people than the list: It is not the import: it is consent. Open the "Sem consentimento" (No consent) list and you will see exactly who was left out.

Organize to find things later

"Etiquetas" (Tags) are free-form: obra em andamento, indicação do João, visitou a loja. Filter by them when you build the campaign.
"Empresas" (Companies) group contacts from the same business. Two people from the same company appear linked in "Empresas" (Companies).
The filter you built stays in the page URL. Copy the link and send it to someone on your team: they will open the same list.

In the dashboard: "Abrir a Base de contatos" (Open Contact base)