Contacts

The per-touch contact registry — everyone who has ever reached your agent, across every channel, with whatever we could capture about them.

The Contacts page is a registry of everyone who has reached this agent — across email, the web chat page, the embeddable widget, messaging channels, webhooks and the API — with whatever identity and metadata we could capture on each touch.

This is a per-touch registry, not a list of accounts. A visitor who fills in a pre-chat form on your widget, an inbound email sender, a Telegram user, and a webhook caller are all contacts here even if none of them ever created a full user account. Registered accounts appear too, marked with a Registered badge — but they are a subset, not the whole list.

Filter tabs

Three tabs at the top switch the view, each with a live count:

Tab	Shows
All	Every contact the agent has seen.
People	Human contacts — email senders, chat visitors, messaging users, form submitters.
Integrations	System channels — webhooks, API callers, and other non-human sources.

The contact table

Column	What it shows
Contact	The best identity we have (name, email, handle, or identifier). A Registered badge marks contacts who hold a full account; a sub-line shows a form summary or captured email / phone. Click the name to open the Details drawer.
Channel	Which channel this contact reached you on (Email, Web, Widget, Telegram, WhatsApp, Slack, Webhook, API, …).
Identifier	The raw identifier for that channel (email address, phone, chat id, …) with its identity type below.
First seen	When this contact first touched the agent.
Last seen	Their most recent touch.
Touches	How many times they have interacted.
Status	Active, Blocked, Invited (invite pending), Rejected, or Skipped.

Details drawer

Click a contact’s name or the Details button to slide open a drawer with everything captured about them:

• Overview — channel, identifier, identity type, source, first/last seen, interaction count, the linked account (when registered), and the block reason (when blocked).
• Identifiable information — captured PII such as email and phone.
• Form responses — the field-by-field answers from any pre-chat intake form or captured form.
• Connection details — channel/connection metadata (headers, channel ids, and other source extras).

Only the sections that have data are shown.

Row actions

Open the ⋮ menu on any row (or use the Details button) to act on a contact:

Action	Effect
Block	Revokes the contact’s access to your agent. A dialog lets you record an optional reason (shown later in the Details drawer).
Unblock	Restores a blocked contact’s access.
Delete	Removes the contact record permanently. For a registered account this also removes the account. This cannot be undone.

Blocking or deleting takes effect immediately — there is no separate Save step.

What this page does not control

The Contacts page manages individual contacts after they have already reached you. It does not set who is allowed to reach the agent in the first place. That is the contact access (hidden / public) setting, which lives on the Public Details page — use it to open or close the agent to new contacts, and use this page to block or remove specific ones.