Managing Contacts

View and manage your customer database.

Accessing Contacts

Click Contacts in the left sidebar to view your contact list.

Contact List Features

The contact list shows:

• Name: Contact name with avatar
• Email: Contact email address
• Phone: Phone number if available
• Tier: Customer tier (if SLA is enabled)
• Channels: Communication channels used
• Last Seen: When they were last active

Searching Contacts

Use the search bar to find contacts by name or email. Results update as you type.

Creating a Contact

• Click New Contact in the top right
• Fill in the contact details:
• Name (required)
• Email (required)
• Phone (optional)
• Tier (optional, for SLA)
• Click Create

Editing a Contact

From the Contacts Page

• Click on a contact in the list
• Update any fields
• Click Save changes

From the Inbox

You can also edit contacts directly from a conversation:

• Open a conversation in the inbox
• Click the edit icon (pencil) next to the contact name in the right sidebar
• Update name, email, phone, or tier
• Click Save

This is convenient when you need to update contact details while handling a conversation.

Contact Avatars

Upload a custom avatar for contacts:

• Click on a contact to edit
• Click the avatar placeholder
• Upload an image (max 5MB)
• Save changes

Deleting Contacts

Single contact: Click the delete icon in the contact row and confirm.

Multiple contacts: Select contacts using checkboxes, then click Delete selected.

Deleting a contact removes their profile but preserves conversation history.