Contacts

Contacts is a centralized system for managing the people and organizations that interact with your chatbots. Each contact stores identity information, communication details, and preferences that your AI agents can use to personalize conversations. Contacts also serve as the connection point for conversations, tasks, memories, and spaces - giving you a full picture of each relationship.

Creating Contacts

Manually:

Navigate to the Contacts section from the dashboard and click Create Contact. Fill in the contact details:

• Name: The name of the individual or organization.
• Description: A brief note about who this contact is or how they relate to your business.
• Email: The contact's email address.
• Phone: The contact's phone number.
• Nick: A short nickname or username for the contact. This is useful when the contact has a handle or alias (for example, a Slack username or Discord tag) that differs from their full name.
• Preferences: Free-form text describing how this contact prefers to be helped. Your AI agents can read this field to tailor responses - for example, "Prefers concise technical answers" or "Always greet in Spanish."

Under Advanced Options, you can also set:

• Meta: Custom key-value fields for storing additional structured data about the contact. Useful for integrating with external systems or tracking business-specific attributes.

Once filled in, click Create to save the contact.

Automatically through integrations:

Contacts can be created automatically when people interact with your chatbot through integrations:

• Email Integration: Collects contact details from incoming emails and creates or updates contacts automatically.
• Widget Integration: Gathers user information from website or app interactions and populates your contacts list.

Contact Profile

Each contact has a profile page that brings together all the information and activity associated with that person. From the profile you can:

• Edit contact details and preferences
• View and manage associated conversations - the full history of chat sessions with this contact
• View and manage associated tasks - scheduled or on-demand actions your AI agents have performed or will perform for this contact
• View and manage associated memories - information your AI agents have stored about this contact over time
• View and manage associated spaces - shared file environments linked to this contact
• Review ratings - feedback this contact has given on bot responses
• Manage secrets - credentials tied to this contact for personalized integrations

This profile gives you a complete view of the relationship and makes it easy to see everything that has happened with a particular person.

How Contacts Help AI Agents

Contacts are not just an address book. When a contact is associated with a conversation, your AI agents gain access to:

• The contact's name and description for natural, personalized greetings
• The contact's preferences to adjust communication style and content
• The contact's memories to avoid repeating questions and maintain continuity across sessions
• The contact's tasks to understand what follow-ups are scheduled

This means the more information you store on a contact, the more helpful and personalized your AI agent can be in every interaction.