Skip to main content

Clients

What you'll learn
  • What the Clients section is and where to find it
  • How clients are created in AutoTalk (manually and automatically)
  • How client records connect to conversations, events, and other features

The Clients section is your customer database inside AutoTalk. Every person who interacts with your business -- whether they send a WhatsApp message, book an appointment, or are added manually -- is stored as a client record. Click Clients in the sidebar to view, organize, and manage your full client list.

How clients are created​

Clients enter your database in three ways:

  1. Automatically from messaging channels — When someone sends a message through a connected channel (WhatsApp, Instagram, Facebook Messenger, etc.), AutoTalk automatically creates a client record using their display name, phone number, or social profile information.
  2. Manually from the Clients page — Click the "Add new clients" button on the Clients list page and fill in the client's details.
  3. Inline from a conversation — When starting a new conversation, you can create a new client on the fly by clicking the + button in the conversation creation dialog. This is useful when you are about to message someone who is not yet in your database.

What you can do with clients​

  • View and edit profiles — Each client has a detailed profile with contact information, tags, custom attributes, and history
  • Organize with tags and categories — Label clients with tags such as "VIP," "New," or "Follow-up needed" to segment and filter your client base
  • Add custom attributes — Store business-specific data beyond the standard fields, such as membership tier, preferred service, or insurance number
  • Track conversation history — See every message exchanged with the client across all connected channels
  • Track appointment history — View past and upcoming events linked to the client from the calendar
  • Apply bulk updates — Select multiple clients and update them at the same time
  • Filter and search — Use the Filter button to find clients matching specific criteria
  • Configure per-client options — Control settings like whether the AI bot responds to a specific client
tip

Use the Filter button on the Clients page frequently. As your client base grows, filters help you quickly find the clients you need -- whether you are looking for clients with a specific tag, clients who have not been contacted recently, or clients in a particular category.

Next steps​