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A contact’s page answers “who is this person, and what has happened with them?” Open it by selecting someone in Contacts.
A contact page with the header, stat tiles, messages, campaigns, tags and notes

A contact's page: who they are, how messages to them have gone, and what to do next.

Who can use it: anyone who may see contacts (Owner, Admin, Support and Viewer). Editing, tags, notes and Do not contact need permission to manage contacts (Owner, Admin and Support). The messages on the page need permission to read messages.

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The header

The header shows the person’s name, number, segment and tags, and badges when they have opted out or are on Do not contact. From here you can:
  • Edit their name, number and segment;
  • send them a message or call them, using what each of your channels offers (for example Send SMS or Send WhatsApp);
  • Open in inbox, when they have a thread;
  • put them on Do not contact, or allow messages again.
Below the header, figures sum up the relationship: messages sent, received, the share delivered, campaigns they were in, their last reply and, with Pipelines, the value of their deals.

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The tabs

Recent messages on every channel, the campaigns they were sent, their tags and notes, and a Channels card with how each channel has gone for them: sent, delivered, received, read and, for calls, how many and how many were missed. Batteries add cards here when your account has them: deals, orders, tickets, bookings, agent work and consent. See Batteries.

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Do not contact

Do not contact is a hard no. While it stands, no message of any kind reaches the person: not a campaign, not a reply, not a one-time code. The panel stops offering to send to them.
1

Set it

Choose Do not contact. Give a reason; it is kept on their timeline for whoever asks later.
2

Decide how long

Leave Until empty for a block that never lifts, or pick a date and it lifts on its own.
3

Lift it

Choose Allow messages. Messages are allowed again, subject to the person’s opt-out and consent as before.
An opt-out is different: it is the person’s own STOP, and it stops only what they didn’t ask for. See Concepts.