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Adding and Editing Clients

What you'll learn
  • How to add a new client from the Clientes page
  • How to create a client inline when starting a conversation
  • How to edit an existing client's information
  • How automatic client creation works from messaging channels

You can add clients to your database in several ways: manually from the client list, inline when creating a conversation, or let AutoTalk create them automatically when someone messages you through a connected channel.

Adding a client from the Clientes page​

  1. Navigate to Empresa > Clientes in the sidebar menu.
  2. Click the "Add new clients" button at the top of the page.
  3. Fill in the client details:
    • Name — The client's full name
    • Phone number — Their primary phone number, including the international country code (for example, +55 for Brazil)
    • Email — Their email address (optional)
  4. Add any additional information such as tags, categories, or custom attributes.
  5. Save the client record.

The new client appears in your Clientes list immediately and is ready to be assigned to events or conversations.

Creating a client inline from a conversation​

When you are about to start a new conversation and the person is not yet in your database:

  1. Open the conversation creation dialog.
  2. Click the + button to add a new client.
  3. Enter the client's basic details (name, phone number).
  4. The client is created and automatically selected for the new conversation.

This inline method is faster when you need to message someone right away without leaving the conversation flow to visit the Clientes page separately.

Editing an existing client​

  1. Go to Empresa > Clientes.
  2. Find the client you want to edit. Use the Filter button or scroll through the list.
  3. Click on the client's name or row to open their profile.
  4. Update any fields: name, phone number, email, tags, custom attributes, or notes.
  5. Save your changes.

All changes take effect immediately. Updated information is reflected across the platform -- in the calendar, in conversations, and in any reports that reference the client.

Automatic client creation from messaging channels​

When a message arrives from a new contact through a connected channel (WhatsApp, Instagram, Facebook Messenger, etc.), AutoTalk automatically creates a client record using:

  • The contact's display name from the messaging platform
  • Their phone number (for WhatsApp and SMS) or social profile ID (for Instagram, Facebook, etc.)

These auto-created profiles contain only the basic information that the messaging platform provides. You can enrich them later by adding additional details such as email, tags, and custom attributes.

Bulk updates​

If you need to update multiple clients at once (for example, adding a tag to a group of clients or changing a shared attribute), use the Bulk Update button at the top of the Clientes page. Select the clients you want to update, choose the field to change, and apply the update to all selected records at once.

tip

When adding phone numbers, always include the international country code. AutoTalk uses these codes to route messages correctly through WhatsApp and SMS. For example, a Brazilian number should be entered as +55 followed by the area code and number.

Next steps​