Leads & lists

Lists: the entry point for contacts

A list is a batch of contacts meant for a campaign. You fill it by CSV import (or through the API): first name, international phone, and as many custom columns as you want. They become variables you can use in your messages.

At import time, WhatSetter protects your numbers:

• automatic deduplication (inside the file AND against existing data);
• a contact already present in another campaign is not cold-contacted again;
• invalid numbers are discarded before sending.

Leads: your mini-CRM

The Leads tab shows every contact with its conversation status:

Status	Meaning
New	Imported, not contacted yet
In progress	The conversation is underway
Qualified	The agent validated interest (your prompt’s criteria)
Not qualified	Wrong fit, or explicit refusal
Cold	No reply for a while
Unsubscribed	Asked to stop, never contacted again

You can add tags to your leads, filter by status or campaign, and open the full conversation in one click.

Your CRM can read and write all of this

Statuses and tags are exposed by the public API (read AND write) and status changes can reach you in real time through webhooks.