Core Contact Fields
Every contact in Myna has a set of standard fields. The table below describes what each field captures and how it is used.Adding a Contact Manually
1
Open Contacts
Navigate to Contacts in the left sidebar and click Add Contact.
2
Fill in contact details
Enter the contact’s first and last name, phone number (required), and any other fields that apply — email, address, lead source, and so on.
3
Assign a contact type and campaign
Set the Contact Type (Lead, Customer, or Employee) and optionally assign the contact to an existing Campaign.
4
Add tags (optional)
Select one or more tags to segment this contact. You can create new tags inline if needed.
5
Save the contact
Click Save. The contact is immediately available in your contact list and ready to be enrolled in a campaign.
Importing Contacts via CSV
Use CSV import to add contacts in bulk. The import process accepts CSV or Excel files and supports up to 2,000 contacts per file.1
Prepare your spreadsheet
Create a CSV or Excel file with at least a
phone column. Optional columns include first_name, last_name, email, address, street_address, city, state, zip_code, country, and notes. Column headers must match these names exactly.2
Open the import dialog
Go to Contacts and click Import Contacts (or the upload icon). Select your CSV or Excel file.
3
Set import options
Choose a Lead Source to apply to all imported contacts. Optionally, select a Campaign to enroll them in immediately and any Tags to attach.
4
Review and confirm
Myna previews the import. Contacts with duplicate phone numbers are skipped. Click Import to proceed.
5
Check the results
After the import completes, a summary shows how many contacts were created, skipped (duplicates), and any rows that had errors.
Contacts imported without a campaign assignment will be set to Unassigned status. You can enroll them in a campaign from the contact list or the contact detail page at any time.
Syncing Contacts from GoHighLevel
If your workspace is connected to GoHighLevel, you can import contacts directly from your GHL sub-account. See the GoHighLevel integration guide for step-by-step instructions on connecting and running a contact sync.Managing a Contact
Click any contact in the list to open the contact detail view. From here you can:- Edit contact fields — Update name, email, address, deal value, or any custom field.
- Change campaign status — Move the contact to a different status stage or reassign them to a different campaign.
- View message history — See the full conversation thread between the AI agent and this contact.
- Add notes — Leave internal notes for your team that are not sent to the contact.
- Attach files — Upload documents or images associated with this contact.
- Start a campaign — Enroll this contact in a campaign directly from the detail page by assigning them to the campaign and setting their status to Preparing Campaign.
User Takeover
When you need to step into a conversation personally, toggle User Takeover on the contact. This pauses all AI responses for that contact so you can reply manually.While User Takeover is active, Myna will not send any automated messages to the contact — the AI is completely paused. Toggle it off when you are done to resume normal AI-driven messaging.