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Introduction to FROGED contacts
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Introduction to FROGED contacts

Contacts are collected in FROGED in tables to make data queries easier. There are 2 types of contacts that are displayed in 2 independent sections:
  • Users
  • Companies
Both types of contacts are organized in FROGED with segments. A segment is a grouping of contacts that meet specific rules or filters.



Default segments

FROGED has 4 default segments that appear at the top of the list. These segments cannot be edited or deleted:
  • All: All contacts
  • New: Contacts added to the workspace in the last 30 days
  • Active: Contacts that have performed any activity or communication in the last 30 days
  • Inactive: Contacts that have not performed any activity or communication in the last 90 days



Types of segments

In addition to the default FROGED segments, you can create others that meet specific rules or filters. This is useful for classifying customers based on business needs: location, tags, activity, customer portfolios, etc.
  • Public: all agents in the workspace have access
  • Private: only the agent who creates the segment can access
  • Protected: before using this scope for sensitive information, confirm with the administrator or support which agents can view and manage the segment. Do not use it as a substitute for data access permissions.



Search contacts

The total value of contacts in a segment is displayed at the top of the table next to a menu of options. On the same line to the right is a search that allows you to search for contacts by entering text. The search is performed on the attributes (columns) that contain text and characters such as name, ID, email, telephone...

Remember to add the number of characters necessary to identify a word or number, we recommend at least 4.

The contact table is paginated to improve performance and data loading. In addition, this helps to locate the position of the contacts in the table quickly.



In addition to the search engine in the contacts view itself, there is a quick contact finder that can be used from anywhere in the product, it is in the top navigation bar. Click on the magnifying glass or press ⌘/Alt + K to open the quick search in the centre of the screen. Thanks to this search engine you can find users and companies quickly and easily.



In the results you can select a contact to go to their profile or if there are many, click on view all to open the contact table with the results.


Start a conversation with a contact

From the users and companies view, you can start a conversation with one or more users at once through one of the communication channels connected to the workspace. The audience limit for selected contacts is 20 users, beyond that, campaigns must be used.



Related articles 

Customize table columns

In Contacts, open Users or Companies and click Columns in the header to open Choose columns.

  1. Search for a field by name.
  2. Check the fields you want to show, including available custom attributes.
  3. Reorder selected columns with the up and down controls.
  4. Click Apply and check the table.

The Name column stays visible and first. Reset restores the entity's default selection; apply the change afterward to save it. Cancel closes without saving the editor's selection. Mobile keeps the compact view; selected columns appear on larger screens.

The preference is saved per agent and workspace, separately for Users and Companies. It does not change data, segment filters or an export's field selection. It is also separate from attribute visibility on a contact profile.

If preferences or attributes cannot load, use the panel's retry before changing the selection. A failed save must not be interpreted as an applied change.

Segment filters and export

See how to combine filters and create segments and what is included when exporting contacts and companies. Choosing visible columns does not define an export's fields or scope.

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