Contacts
Contacts are prospects and tenants in your CRM. They’re created automatically when someone messages you, completes a pre-screening, or submits a blast form. You can also create them manually.
Contact Details
Each contact stores:
- Name — first and last name
- Email and phone — used for communication and returning visitor matching
- Channel — WhatsApp, Telegram, or email
- Role — prospect, tenant, or other
- Language preference — auto-detected from the locale used during pre-screening, shown as a flag badge on contact cards, editable on the detail page
- Internal notes — private notes visible only to you, never shared with the AI agent’s responses
Creating Contacts
From the Dashboard
Go to Contacts > Add Contact and fill in the details.
Via Import
Import contacts from a JSON file. Go to Contacts > Import, then upload your file.
Bulk Operations
Toggle multi-select mode to select multiple contacts at once. From there you can bulk delete with a single confirmation.
Soft Delete
Deleted contacts are archived, not permanently removed. Their conversation history and showing records are preserved.
Returning Visitor Recognition
When a prospect returns to a pre-screening form and their email or phone matches an existing contact, Rentalot auto-fills known fields and skips identity questions. This keeps the experience smooth for returning visitors.
Contact Detail Page
The detail page gives you a full picture of a contact:
- Conversation history — all messages exchanged across channels
- Submission review — pre-screening and workflow responses
- Upcoming showings — scheduled viewings for this contact
- Property interests — properties the contact has expressed interest in
- Send nudges — trigger follow-up messages directly from the contact page
Export
Export all contacts as JSON from Settings > Account.
API Access
For programmatic access, see the Contacts API.