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Contact Details
Updated
by MasterChat.io
Getting Here
Contact Profile
You can retrieve each Contact's details by clicking on their name or profile picture.
View Details from Contact's menu
For each record in the Contact's table, there is a menu where you can select to view their contact details.
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Contact Fields
Each Contact has a specific set of fields that describes them and helps to provide context to Users who are assisting them with their queries
You can customize the order of the Contact Fields in the Contact Fields Module.
Contact Display
The contact display has the Contact's name, country flag, profile picture and active Channels. Refer to Standard Fields on how the values are sourced
Editing a Contact's name
You can edit a Contact's name by hovering over the name. A pencil will appear. Click on the pencil to enter edit mode. Once you have made the change, click on the check mark to confirm the changes.
Standard Fields
Fields Type Description Editable Contact Profile - The profile picture and display name are obtained from the Channel on which the Contact interacted. - First Name Text Contact's first name, which can be sourced from the Channel or manually updated. ✓ Last Name ext Contact's last name, which can be sourced from the Channel or manually updated. ✓ Country Country A representation of where the Contact originates from. The value can be sourced from the phone number or manually updated. ✓ Language Language Contact's language, which can be sourced from the Contact's browser, Channel or manually updated. ✓ Email Address Email Address Contact's email address, which can be sourced from the Channel or manually updated. ✓ Phone Number Phone Number Contact's phone number, which can be sourced from the Channel or manually updated. The phone number must include the country code. ✓ Assigned To Dropdown The current assignee to whom the Contact is assigned. ✓ Conversation Status Dropdown The current status of the Contact's conversation. -
Learn more on how to add a WhatsApp contact here.
Custom Fields
The Custom Fields configured in the Workspace will be shown in the contact details too. The value for the Custom Fields can be updated according to its respective field type.
Tags
Lastly, the Tags assigned to this Contact will be visible at the bottom of the details view.
Tags are primarily used to organize Users and can later be used to filter Contacts for other purposes such as broadcasts or contact views.
You can make changes to the Tags by adding and removing them from the field.
Adding a Tag
To add a Tag, type into the field of the desired Tag. The field will suggest existing Tags that match your query. You can select an existing Tag if it matches your query or creates a new Tag by hitting the Enter key.
Removing a Tag
When a Tag is no longer relevant to a Contact, you can remove it from the Contact by clicking the X on the Tag.
Only Owners and Managers with no such restriction can perform this action!
If Contacts are no longer relevant to the Workspace, they can be deleted from the Workspace. When you delete a Contact, all messages associated with the Contact will be deleted too.
Be careful when you delete a Contact as it might contain useful information. Bear in mind that this deletion cannot be undone!