Contacts

Access: All roles.

URL: /staff/contacts

The Contacts page is a searchable table of customers who have interacted with your workspace.

Page layout

Search bar

A text input at the top of the page filters the contact list in real time. The search matches against:

• Contact name
• Email address
• Phone number

Contact table

Each row shows:

Column	Description
Name	Clickable - opens the chat page filtered by this contact
Email	Editable inline
Phone	Editable inline
Notes	Editable inline - private notes for your team

Core interactions

Searching contacts

Type in the search bar at the top. The table filters to matching rows. If no contacts match, the table shows “No contacts found.”

Editing contact details

Click on any editable field to activate inline editing:

1. The field becomes editable
2. Make your changes
3. Press Enter or click away to save
4. A success message confirms the update

Navigating to a contact’s chats

Click the contact’s name. This opens the Chat page with the session list filtered to that contact.

Deleting a contact

Click the Delete button on a contact row. A confirmation dialog appears. Confirm to permanently delete the contact record.

Deleting a contact does not delete their chat sessions. The sessions remain, but the contact name is removed from them.

States

State	What you see
Loading	Table shows placeholder rows
Empty	”No contacts yet”
No search results	”No contacts found”
Save error	Red error message with the specific issue

Tips

• Click a contact name to jump directly to their chat history
• Use notes to track private team context, such as “VIP customer” or “Requested callback”
• Contacts are created automatically when customers interact with your channels