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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. You can view, organize, and manage all of your clients from one central list.

Where to find clients​

Navigate to Empresa > Clientes in the sidebar menu. This opens the Clientes page, which displays your full client list. The page URL follows the pattern /dashboard/{employeeId}/dynadata/list/clients.

At the top of the Clientes page, you will find:

  • Back button — Returns you to the previous page
  • Bulk Update button — Allows you to apply changes to multiple clients at once
  • Filter button — Opens filtering options to narrow down the list by tags, attributes, or other criteria
  • "Add new clients" button — Creates a new client record manually

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 Clientes page — Click the "Add new clients" button on the Clientes 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 Clientes 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​