# Contacts

Canonical URL: https://texttree.ai/en/docs/contacts/
Markdown URL: https://texttree.ai/en/docs/contacts.md
Page type: docs
Translation status: approved
Legal status: not_required

## Summary

Manage contacts, tags, audiences, and suppression rules.

## Source content

Contacts connect people, phone numbers, tags, conversations, audiences, and opt-out state.

Use contacts to organize recipients. Outbound eligibility is enforced by workspace and campaign
suppressions rather than a required global opt-in record.

## Contact fields

```json
{
  "id": "contact_123",
  "name": "Jordan Lee",
  "phone": "+15551234567",
  "email": "jordan@example.com",
  "tags": ["lead", "demo-request"],
  "suppression_status": "not_suppressed",
  "last_message_at": "2026-04-28T14:00:00Z",
  "metadata": {
    "crm_id": "crm_456"
  }
}
```

## Common workflows

- Import contacts from CSV.
- Add tags for routing, audiences, and reporting.
- Suppress opted-out recipients before outbound sends.
- Open conversation and message history from the contact profile.
- Store integration IDs in metadata.
- Create a campaign contact list, attach it to a campaign, then import
  recipients by upload or pasted CSV from the Campaigns page.

## CSV import shape

```csv
name,phone,email,tags
Jordan Lee,+15551234567,jordan@example.com,"lead,demo-request"
Casey Smith,+15557654321,casey@example.com,"customer"
```

Campaign CSV import also accepts campaign-oriented contact-list fields such as
`phone_number`, `first_name`, and `company`. Rows that cannot be imported are
reported without blocking successfully imported rows.

## Audience example

Audiences can be tag-derived in the current V1 UI. For example, create an audience for contacts
with the `demo-request` tag, then send a follow-up only after opt-out suppression runs.

```txt
Contacts → filter tag: demo-request → Create audience
```

## Suppression rules

Suppression state must win over tags, audiences, and manual sends.

- workspace suppression: blocks all outbound sends to that phone number in the workspace
- campaign suppression: blocks only that campaign's rendered deliveries
- provider STOP/opt-out: creates or updates a workspace suppression
- no suppression: eligible for outbound sends if compliance, environment, and spend checks pass
