IntelliIntelliDocs
Get started

👥 Audiences

Your audience is everyone you can reach — the foundation of every campaign and broadcast. Find it in the sidebar at Dashboard → Audiences.

What lives here

  • Contacts — every person we know about (phone, name, email, tags, history).
  • Segments — smart groups that update themselves based on rules.
  • Imports — CSV uploads, so you can bring in lists from outside Intelli.

How contacts get into Intelli

You don't have to add everyone by hand. Contacts arrive three ways:

  1. Automatically — whenever someone messages you on WhatsApp, your website widget, Instagram, or Messenger, we add them as a contact.
  2. Manually — click Add Contact in the Contacts page when you want to add one person at a time.
  3. CSV Import — for bulk lists (e.g. a webinar sign-up sheet, an existing customer database). See the Imports tab.

Organizing with tags vs. segments

Tags and segments both group contacts, but they work differently:

Tags — manual labels

You stick a tag on a contact (e.g. vip, lagos, webinar-q4). It stays until you remove it. Use tags for things a human decides.

Segments — rules that update themselves

You define a rule once (e.g. "has tag VIP AND last active in 30 days") and Intelli keeps the list fresh automatically. Anyone who matches today is in — drop off tomorrow, you're out.

Importing a CSV — step by step

  1. Go to Audiences → Imports and click Import CSV.
  2. Drop your file. The first row should be column headers (e.g. name, phone, email).
  3. Map columns — tell Intelli which column is the phone number, which is the name, and so on. Custom fields work here too.
  4. Review— we'll show you how many rows are valid and flag any bad numbers.
  5. Click Import. Contacts appear instantly in your list.
Phone format: include the country code (e.g. +2348012345678). We'll skip rows we can't parse.

Custom fields — store anything extra

Built-in fields cover the basics (name, email, phone). For anything else — booking ID, plan tier, birthday, preferred language — create a custom field.

Go to Settings → Custom Fields, give it a name and a type (text, number, date, dropdown). Once it exists, you can:

  • Fill it in when you add or edit a contact
  • Map a CSV column to it during import
  • Use it as a variable in your templates and campaigns
  • Filter segments by it

What's next