Inbox
Contacts
A contact is one person, across every channel they use. The first message from someone creates their contact automatically; later messages from any of their identities (WhatsApp number, Telegram, Discord, LINE, email) reach the same profile.
The contact list
Contacts (/workspace/<workspace>/contact) lists name, phone, email, Telegram, Discord and Last seen. Search, open a contact, or press New contact: if someone already uses that number or email, you're taken to their profile.
A contact
| Section | What's there |
|---|---|
| Profile | Name, notes, tags |
| Attributes | Your own fields (plan: gold, city: Bandung), used by auto reply conditions, templates and AI tools |
| Identities | Every phone, email and account that reaches this profile |
| AI memory | What the AI remembers about this contact across conversations and channels; pin, edit or forget facts |
| Vault | Logins, files and pending actions the AI keeps for this contact (for your APIs that need a customer login); values stay encrypted on the server |
| Plugin panels | Info plugins show for this contact (orders, points) |
Actions:
- Merge contacts: when one person shows up twice (a new number, another channel), merge them into one profile with all their conversations.
- Export: downloads the contact's data.
- Delete contact: removes the contact, their conversations and the plugin records tied to them.
AI memory
When an AI agent has memory on, it saves preferences and details the customer shares (Prefers delivery after 5 pm) and recalls them in later conversations. Unpinned memories nobody used are forgotten after the retention set in Settings › AI (365 days by default). See AI agents › Behaviour.
FAQ
Are contacts shared between workspaces?
No. Each workspace has its own contacts.
How do I add attributes in bulk?
Through the API (/api/v1/contact) or a plugin.
What happens to a contact's plugin data when I delete it?
Plugins that keep customer records delete them with the contact.