All Collections
Contacts Management
Contacts Management
Centralize and manage all customer data collected through chat, forms, and interactions. This section helps you understand how to view contact profiles, track user activity, and use this data to deliver more personalized support experiences.
-
Understanding Contact Types (Users, Guests, and Custom Lists) Explains the difference between Users, Guests, and Custom Lists, and how each is used within the platform.
-
Filtering, Searching, and Navigating Contacts Covers search, filters, segmentation, and how to move across different contact views efficiently.
-
Adding, Editing, and Managing Contact Data Handles actions like adding contacts, editing details, deleting, and exporting.