Contacts directory
The Contacts page lists everyone who has reached your workspace, folded into one row per person even when they’ve messaged on more than one channel. Filter the directory by:- Country
- Channel
- Assignment (assigned, unassigned, or assigned to you)
- Whether they have an open conversation
Contact panel
Open a conversation to see the contact panel on the right. It shows:- Identity — name, avatar, country, and the channels they’ve used
- Details — email, phone, first contact date, and conversation counts
- Metadata — custom key-value fields (see below)
- Flows — automation flows that have run for this contact
- Notes — internal notes about the person, visible only to your team
Custom metadata
Track anything you want about a contact with custom key-value fields. In the contact panel’s Metadata section, enter a field name and value to add one, and remove a field with the delete button next to it. Metadata is shared with fields collected automatically by flows and imports, so a customer’s full record stays in one place.Custom fields are also returned by the
Contacts API, so you can read and update them
from your own systems.
Tags and language
On the Contacts page, apply tags to any contact (create new ones inline) and set the contact’s language. Both are used to build Broadcast audiences — for example, send a template only to contacts taggedvip, or only to Arabic speakers.