Contact Details

View complete information about a contact including their conversations, deals, and activity history.

How to get there: Go to Contacts in the top menu → click on any contact.

Accessing Contact Details

  1. Go to Contacts
  2. Click on any contact in the list
  3. The contact detail page opens

Contact Overview Card

At the top you'll see:

  • Avatar - Contact's profile image (or initials)
  • Name - Full name
  • Status badge - Lead, Customer, Contact, or Inactive
  • Email - Primary email address
  • Phone - Phone number (if available)
  • Company - Company name (if provided)

Contact Statistics

Quick metrics about this contact:

  • Messages - Total inbox messages from this contact
  • Deals - Number of deals linked to contact
  • Total Value - Combined value of all their deals

Inbox Messages

See all conversations with this contact:

  • Preview of recent messages
  • Message status (New, In Progress, Closed)
  • Date and time of each message
  • Click View All to see full inbox filtered to this contact

Deals

View all deals associated with this contact:

  • Deal name and status
  • Deal value
  • Follow-up dates
  • Assigned team member

Create Deal from Contact

  1. Click New Deal on the contact page
  2. Fill in deal details (name, value, notes)
  3. Deal is automatically linked to this contact

Edit or View Deal

Click any deal to open the deal editor and update details.

Notes

Store additional information about the contact:

  • Add notes about conversations
  • Record preferences or requirements
  • Track important details

Follow-up Reminders

See and manage scheduled follow-ups:

  • Next Action - Shows upcoming reminder
  • Overdue - Highlighted if past due date
  • Set new reminders from the contact page

Automatically Captured Attributes

When a chatbot conversation ends, the AI reviews the transcript and pulls out any situational details the visitor stated about themselves, their project, or their situation. These land on the contact as extra fields alongside the standard name, email, phone, and company.

Examples of what gets captured automatically (no setup required):

  • Solar/home: roof type, panels count, city, budget, timeline
  • SaaS/B2B: industry, role, team size, employee count, current tool, plan interest
  • Support: order number, ticket ID, subscription plan

You'll see these fields appear in the contact detail page, in exports, and on any deal created from the contact. The AI only records values the visitor actually stated (not what the bot said or asked), skips vague answers like "not sure", and caps at 8 attributes per conversation to keep contacts readable.

The system also learns your account's own vocabulary over time. If your conversations tend to capture roof_type, future conversations will prefer that same key so you don't end up with roof_type, roof, and property_type all meaning the same thing.

This is separate from the fields you configure in Lead Flows — lead flows still control what gets asked and required inside the conversation. Automatic capture just makes sure nothing the visitor volunteered is lost.

HubSpot Sync Status

If HubSpot integration is enabled:

  • Synced badge - Contact exists in HubSpot
  • Sync happens automatically when contacts are created/updated

Edit Contact

  1. Click Edit on the contact page
  2. Update any field (name, email, phone, company, status, notes)
  3. Click Save

Delete Contact

  1. Click Delete on the contact page
  2. Confirm the deletion
  3. Contact is permanently removed

Note: Deleting a contact does not delete associated inbox messages or deals.

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