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Customers filtered by first channel, with the first channel column in the CSV
DM

See the channel each contact first reached you on

Hala AI now records the channel a contact first used to reach you, such as WhatsApp, Instagram, the website, email, a phone call or an import. It answers one question: where do new customers come from? The value stays the same when the same contact writes to you on another channel later.

Where it is recorded

Contacts created from 14 October 2026 on record the channel when they are created. For older contacts, the page shows the channel of their earliest conversation or call, where one exists. A contact with no conversation or call has no channel.

How to use it

  • Open Customers from the sidebar. Under the source chips, find the First channel row and choose a channel, such as WhatsApp.
  • The list narrows to contacts whose first contact was on that channel. Click Export to download the CSV, where the first_channel column sits next to source.
  • Clear the chip and open any customer. The header strip shows First contact with the channel icon and the date.

Who it helps: teams that decide where to spend time or budget. It shows which channels bring new people in, not only which channels your team uses today.

Area
DM
Type
New
Published
Oct 14, 2026
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