Contacts
Access: All roles.
URL: /staff/contacts
The Contacts page is a searchable table of all customers who have interacted with your workspace.
Page layout
Section titled “Page layout”Search bar
Section titled “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
Type to filter — the table updates as you type (no submit button).
Contact table
Section titled “Contact table”Each row shows:
| Column | Description |
|---|---|
| Name | Clickable — opens the chat page filtered by this contact |
| Editable inline | |
| Phone | Editable inline |
| Notes | Editable inline — free-text for internal notes about the customer |
Core interactions
Section titled “Core interactions”Searching contacts
Section titled “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
Section titled “Editing contact details”Click on any editable field (email, phone, notes) to activate inline editing:
- The field transforms into an input
- Make your changes
- Press Enter or click away to save
- A success message confirms the update
Navigating to a contact’s chats
Section titled “Navigating to a contact’s chats”Click the contact’s name. This opens the Chat page with the session list pre-filtered to that contact. This is the fastest way to see all conversations with a specific customer.
Deleting a contact
Section titled “Deleting a contact”Click the Delete button on a contact row. A confirmation dialog appears. Confirm to permanently delete the contact record.
Note: deleting a contact does not delete their chat sessions — the sessions remain but will show “Anonymous” as the contact name.
States
Section titled “States”| State | What you see |
|---|---|
| Loading | Table shows gray placeholder rows |
| Empty (no contacts) | “No contacts yet” — contacts are created automatically when customers interact with any of your channels |
| No search results | ”No contacts found” — clear the search to see all contacts |
| Save error | Red error message with the specific issue (e.g., “Invalid email format”) |
- Click a contact name to jump directly to their chat history — this is the primary navigation path from Contacts to Chat
- Use the notes field to track internal context (e.g., “VIP customer”, “Requested callback”, “Prefers WhatsApp”)
- The contacts list grows as customers interact with any of your channels — there is no manual creation flow