Core concepts
Customers
How customer records, statuses, and departments work in Calypso.
What you can do on Customers
In Customers, you can:
- add customers (manually or via CSV)
- search by name or phone
- filter by status (subscribed, unsubscribed, bounced)
- open a customer detail view
- delete customers (single or bulk)
Status meanings
- subscribed: the customer can receive outbound messages (where allowed by your channel rules)
- unsubscribed: the customer has opted out; you should not send outbound marketing messages
- bounced: messages cannot be delivered (invalid number or delivery failure)
Departments
Departments are a lightweight way to group customers and route conversations.
You can assign a customer to a department:
- from the Customers detail modal
- from the WhatsApp → Actions “send manually” panel (when a customer is found by phone)
If a phone doesn’t exist as a customer yet, the Actions panel can create a minimal customer record and assign a department.