Add and edit a contact, and write notes
Last updated: 26 September 2026 · 6 min read
A contact is the customer's card: name, phone, email, company, notes and all their conversations. A contact is created by itself when a customer writes, and you can also add one by hand when needed.
Steps
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1
Open the Contacts page
In the sidebar, open “Contacts” › “All Contacts”. The search field at the top searches by name, email and phone.
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2
Add a new contact
Open the three-dot menu at the top of the page and choose “Add contact”. Fill in the name, “Email Address”, “Phone Number” and other fields and click “Save contact”. If the number or email already belongs to another contact, you get a warning.
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3
Change the details
Open the contact, change the fields and click “Update contact”. You can also add social media links here.
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4
Write a note
In the contact's right panel, open the “Notes” tab, write the note and click “Save note”. Only your team sees notes.
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5
Earlier conversations and attributes
The “History” tab shows all of this contact's conversations, and the “Attributes” tab shows its custom attributes.
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6
Delete a contact
The contact's page has a “Delete Contact” button. Deleting can't be undone. Only an administrator can delete contacts.