Contacts
What’s a contact?
Section titled “What’s a contact?”Anyone who’s messaged you through any inbox. One profile per person, tracking their full cross-channel history.
Where do I see all my contacts?
Section titled “Where do I see all my contacts?”The Contacts section, searchable and filterable.
Can I add custom fields to a contact?
Section titled “Can I add custom fields to a contact?”Yes. Settings → Custom Attributes.
What are Companies?
Section titled “What are Companies?”Group contacts under a Company record for B2B. Useful for seeing everything tied to a business customer in one place.
Can I import or export contacts?
Section titled “Can I import or export contacts?”Import: yes, if Data Import is enabled (Settings → Data). Export isn’t a self-serve feature yet, so contact support.
Can I block a contact?
Section titled “Can I block a contact?”Yes, from their profile.
What’s the marketing opt-in field on a contact?
Section titled “What’s the marketing opt-in field on a contact?”Tracks whether that contact has consented to receive marketing email from your business (separate from your own account’s marketing preference). See Marketing emails.
