Adding a single lead
From the campaign’s Leads tab, open the ⋮ menu and choose Add a lead (on a campaign that talks on both channels, Add a WhatsApp contact). You need a name and a phone number in full international format; email is optional. Under Additional information, Add field adds any of your own fields as a name and a value, so the assistant knows it in conversation. On a campaign that talks on Instagram only there is nothing to add or import: its leads arrive when they write to you.Importing from CSV
Choose Import from CSV (on a campaign that talks on both channels, Import WhatsApp contacts). The import runs in five steps. An account built on a Shopify store has no import at all: its customers come from the store.1
Upload
Select your file. The first row must contain column headers.
2
Map columns
Tell Whappy what each column is: Name, Phone, Email, Custom lead info, or Don’t import.Name and phone are required. Any other column can be mapped onto a custom field so the imported value is available to the AI assistant in conversation.
3
Preview and check
Whappy checks the mapping and the data, and reports two kinds of problem: mapping issues, which send you back a step, and data warnings on individual rows. Rows with invalid data are skipped during the import.
4
Import
Rows are added to the campaign, with a count of successful and failed rows as it runs.
5
Complete
How many leads were imported and how many could not be.
File requirements
- First row must contain column headers.
- Name and Phone columns are required.
- Email and custom information columns are optional.
- Phone numbers must start with the country code — for example
+34644123456. - Maximum 10,000 rows per import.
Split a larger list into several files of up to 10,000 rows. Importing the same lead twice does not create a duplicate when the lead arrives from a connected integration, but a CSV row is taken at face value — check before re-importing a file.
Campaigns for existing customers
A campaign for existing customers imports differently. Import from CSV opens one dialog instead of the wizard:- The file needs a phone column. name, tags and language are optional; every other column becomes a fact the assistant knows about that customer.
- You confirm that these customers agreed to receive WhatsApp messages from your business.
- If the file holds local numbers without a country code, set the default country code and Whappy completes them.
- Someone already on your list is updated, not duplicated, and is not messaged again.
Labels
On a campaign for existing customers every lead can carry labels, which is how an announcement picks its audience. Edit them in the row’s Labels column, or tick several leads and use Add label and Remove label in the selection bar. Manage labels in the ⋮ menu renames or deletes a label for every customer at once.Deleting leads
Delete one lead with the bin button on its row, or tick several and use Delete selected. The selection bar shows how many are selected and lets you clear the selection. Deleting a lead removes it from your list. Its conversation is kept. This cannot be undone.Lead language
The assistant writes to each lead in that lead’s language. Open View lead info to see it under Language, with where it came from: from the form that sent the lead, from the phone number, guessed from the name, detected from their messages, from an import, or set by you. When nothing is known yet, the lead is written to in the campaign’s language until their own messages show otherwise. A language guessed at intake is provisional: once the lead writes, Whappy follows the language they write in. A language set by you, or one that came with an import, is final: their messages will not change it. Change opens the picker; choosing Campaign language clears your choice and lets the lead’s messages decide again.To try a whole funnel against realistic, difficult customers without messaging a real person, use Rehearsal — it runs six personas through the campaign and contacts nobody.