The contact profile: attributes, history, notes and merging

Click a contact to open its profile, organized in tabs.

The tabs

• Attributes: their information (name, email, phone, company…) and your custom attributes.
• History: all their past conversations.
• Notes: internal notes about this contact (visible to your team).
• Merge: combine two duplicate contacts.

Merge duplicates

In the Merge tab, choose the contact to merge with this one. ⚠️ Merging is permanent.

Other actions

• Send a message: starts a new conversation with this contact.
• Block / unblock a contact.

Good to know: the contact profile gives the full context of a customer before you reply — a real mini-CRM.