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Contact Profile

The Contact Profile opens when you click View Details on a contact card. It shows one WhatsApp customer in tabs: Details, Fields, Activity, and Consent.

The same Fields tab also appears in the chat History panel (alongside Conversation History and CRM Data).

Open a profile​

  1. Go to Contacts.
  2. On a contact card, click the eye icon (View Details).

The header shows the contact name, a close control, and any stored identifiers under the name: a masked WhatsApp username and/or a masked phone number.

Tabs​

Details​

Read-only details including:

  • Username — masked WhatsApp handle when Meta stored one. Hidden when none is stored.
  • Phone — masked number when stored. Some username-only contacts have no phone row.
  • Status (for example Active)
  • Source
  • Email (if stored)
  • Tags (if any — see Tags and Lists)
  • Broadcast Lists — which broadcast contact lists include this person, or Not part of any broadcast lists
  • Broadcast status badge when shown (Opted in / Opted out / Not on WhatsApp)

Fields​

Contact fields — values defined under Settings → Contact Fields.

  • Empty definitions: No field definitions yet.
  • No contact on the thread: No contact linked to this conversation.
  • No permission: You do not have permission to view contact fields.
  • Search: Search fields… filters by label, key, or displayed value (same on the chat History → Fields tab).
  • Managers can Reveal sensitive / Hide sensitive when a field is marked sensitive (masked as dots until revealed). Hide remasks immediately; Reveal refreshes values without rebuilding the whole list.
  • Edit Value (booleans Yes / No; multi-choice as comma-separated values), then Save or Cancel. Success: Saved.

Define fields first: Contact Fields. Journey: Use Contact Fields End to End.

Activity​

Broadcast history — Campaigns sent to this contact.

  • Search: Search campaigns…
  • Filter chips by send status (as shown in the UI)
  • Empty: No broadcasts yet · Campaigns sent to this contact will show up here.
  • Each row shows campaign name, status, and expandable detail

Broadcast history on this tab is the searchable campaign ledger for the contact.

In an open chat (and in Conversation History), the same sends can also show as centered Campaign markers — campaign name, template, and status — not as agent message bubbles. Failed or pending sends look dimmer. Full list detail stays on this Activity tab.

Older timeline-style fields (last interaction, totals) may also appear depending on your build.

View and edit consent / eligibility aligned with Consent Management:

  • WhatsApp Consent / marketing toggles when shown
  • Broadcast status when editable from this sheet

Edit​

  1. Click the pencil icon (Edit Contact) in the profile header.
  2. Update Consent / status fields as shown.
  3. Click Save (Saving…) or Cancel.

On success you see Contact updated successfully!

Field values are edited on the Fields tab (not only via the pencil).