How to Manage Contacts and Use Kanban in Blip Go – Blip | Blip Help

Kanban is the visual dashboard for managing contacts and conversations in Blip Go. It organizes the service flow in a practical way, allowing you to track which stage each customer is in to facilitate team management and prioritize demands.

The Contacts screen and Kanban are the same thing within the platform. The feature is aimed at lean operations that need visual and centralized control of interactions.

Before You Start

Make sure you have an account created in Blip Go and access your client area at https://go.blip.ai/ using your login and password.

Step by Step

1. How to Access Kanban

Navigate to the left sidebar menu of the platform.
Locate and click the icon named Contacts.

2. How to Move Contacts Between Service Stages

Once your WhatsApp Business is activated in Blip Go, all old contacts and new conversations will automatically appear in the initial column "Unclassified".

From there, you can customize Kanban according to your business funnel: Click "Add new column" to create the next stages and, if needed, edit them later using the three dots icon at the top of each column.

To move a contact, simply click on their card, hold it, and drag it to the desired destination column.

Alternatively, you can click the card to open a side window on the right. From there, just update the “Group” field to change the funnel stage the contact is in.

Note: Contacts who recently started a conversation may not appear immediately in the interface. This is expected platform behavior. However, you can click the “Refresh contacts” button in the upper right corner to manually update the list.

Features Available in Kanban

Editing contact data: Click on the desired customer’s card and edit information such as Full Name, CNPJ, phone number.
Moving contacts: Drag cards between stage columns to update and reflect the real status of service, visually organizing according to your sales or service funnel.
Tags: Contact segmentation: Create tags to group and segment contacts by characteristics relevant to your business, allowing a more targeted approach to clients with similar profiles. Tags can be created by clicking on the customer’s card in the “Tags” field. All previously created tags will also appear there for use.

Search contacts: Use the search bar at the top of Kanban to quickly find a specific contact.
Kanban organization filters
- Tags: Search Kanban for all contacts with the tag you want to view.
- Status: Search Kanban for customers with statuses: “No open service” and “Waiting for service.”
- Sorting: Order card views between “Longest waiting time” and “Shortest waiting time” for service, prioritizing who you want to serve first.

“Waiting for Service” timer: See on the cards how long each customer has been waiting for human service.
Campaign planning: Start active campaigns directly from a group of contacts you segmented in Kanban. This integration allows sending active messages to specific lists without leaving the Contacts screen.

Differences and Limitations: Blip Go vs. Blip Platform

If your operation requires advanced contact management features that are not present in Blip Go, the recommended alternative is migrating to the Blip Platform. Below is a comparison table with all the possibilities and limitations of each product:

Feature	Available in Blip Go	Available in Blip Platform
Customizable stages	Yes	Yes
Drag and drop movement	Yes	No
Contact segmentation	Yes	No
Campaign dispatch from Kanban	Yes	No
Custom tags per contact	Yes	Yes
Advanced reports and analytics	No	Yes
Integration with external CRM	No	Yes
Service dashboards and metrics	No	Yes

Note: If you feel the need to use detailed reports, dashboards, or integrations with external CRMs, please contact the sales team to evaluate transitioning to the Blip Platform.

FAQ

Why doesn’t my contact appear in Kanban?

If the contact recently started a conversation, they may not yet have appeared on the screen. However, you can click the “Refresh contacts” button in the upper right corner to manually update the list.

Can I create my own stages in Kanban?

Yes. Click "Add new column" to create the next stages and, if needed, edit them later using the three dots icon at the top of each column.

How do I access the Kanban dashboard?

The dashboard is located in the left sidebar menu of the platform, identified by the icon and name Contacts. The Contacts screen and Kanban correspond exactly to the same interface.

Is it possible to use Kanban to send active campaigns?

Yes. You can select a group of previously segmented contacts directly in the Kanban interface and start an active campaign for them without leaving the Blip Go platform.

Need more help? Explore our content at Blip Academy or Blip Community, watch tutorials on our YouTube channel, or ask your questions in our support channel 😃