Managing Contacts

Manage your contact directory from the Contacts page.

Creating a contact

1. Go to Contacts and click Add Contact
2. Fill in the contact details: name, email, phone, notes, and optionally an avatar image
3. Save the contact

Editing a contact

1. Open the row's action menu and choose to edit
2. Update any fields and save

Adding platform identities

Link a messaging platform to a contact:

1. Open the contact profile
2. Click Add Platform
3. Select the platform type — WhatsApp or Instagram (Web identities are created automatically from inbound web chats and aren't added manually)
4. Enter the platform-specific identifier (phone number, username, etc.)
5. Optionally select a channel to associate the identity with
6. Save

To link an existing platform identity (auto-created from an inbound message) to a contact, use the save contact flow from within a conversation in the Chats page.

Removing platform identities

1. Open the contact profile
2. Find the platform identity to remove
3. Click Remove

This only unlinks the platform identity from the contact — it does not delete messages or conversations.

Deleting contacts

From the Contacts list, you can delete individual contacts or use bulk selection to delete multiple contacts at once.

Warning: Deleting a contact removes their profile but does not delete associated conversations.

Next steps

• Contacts Overview — How the contact directory works
• Inbox Overview — View conversations with contacts