Managing contacts and capacity

Cloziq Support

Cloziq Support

Last updated on Aug 10, 2026

Beyond working contacts one at a time, you can act on several at once, and keep an eye on how much room your workspace has for new ones.

Bulk actions

  1. Use the checkboxes to select the contacts you want.
  2. An action bar appears with what you can do:
    • Add Tag: apply a tag to all the selected contacts at once.
    • Delete: remove the selected contacts.

If some of your selection are in an active conversation, Cloziq skips those and tells you, so you never interrupt a live chat by accident.

Deleting is thorough, and the confirmation says so plainly: their whole message history goes too, along with every sales conversation the agent ran with them and anything still queued to send. They also drop out of your funnel reporting, and none of it can be recovered.

What deleting actually removes

Everything that identifies the person is erased for good: their name, Instagram handle, profile photo, email, phone number, every answer your agent captured, their tags, and your notes. The contents of their messages are wiped too. None of it comes back, and no one at Cloziq can restore it.

What stays is an anonymous shell. The conversation itself remains as a record with nobody attached to it, so your historical reporting does not silently rewrite itself the moment you tidy up your list. That has one effect worth knowing: deleting contacts no longer flatters your numbers. Their conversations still count in the denominator of your conversion and close rates, so a big cleanup will not send those rates jumping.

The contact disappears from your Contacts list, from the lifecycle funnel, and from your billable contact count, immediately.

If you only want the agent to be able to start fresh with someone, Allow New Sales Conversation does that without deleting anything. See Letting the agent re-engage a contact.

How contact capacity works

Your plan includes room for a set number of contacts, shown as the Contact Capacity card at the top of the Contacts page. The same card appears in Settings → Billing, and they always agree, because they count the same way.

A few things that make the number friendlier than it sounds:

  • Only real prospects count. Test Agent conversations never create billable contacts.
  • The card warns you early. It shifts color as you fill up and calls out "approaching limit" from about 80%, so you will not be surprised.
  • You will also get a notification as you near the limit and again if you reach it, if you have capacity alerts enabled in Settings → Notifications.

What happens at the limit

When your workspace is full, Cloziq stops adding new contacts: a brand-new person triggering your initiative will not be picked up until there is room. Everyone already in your list is untouched, and existing conversations keep running normally.

To make room, delete contacts you no longer need, which frees the space straight away, or move to a plan with more capacity. See Understanding usage and limits.

You will also see an Upgrade Storage button on the capacity card. It is not available yet and shows a "Coming soon" note when you hover it, so for now more room means a plan change or a cleanup.

Tips

  • Deleting a contact is permanent, so use it for genuine cleanup rather than to hide someone temporarily.
  • Filter first, then select. It is the fastest way to bulk-tag a specific group, like everyone from one initiative.
  • If you are near the limit during a big campaign, clear out old Lost Leads first. They are usually the safest deletions.

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