Managing Contacts
All captured contacts appear in the Contacts tab of each agent. Contacts are sorted by capture date (newest first) and include a quick-action menu for each entry.
Viewing contacts
Navigate to your agent → Contacts. The table shows:
| Column | Description |
|---|---|
| Name | Visitor's name with an avatar initial |
| Email address (click the ⋮ menu to copy or open in mail client) | |
| Phone | Phone number if collected, otherwise "–" |
| Captured | Date and time the contact was recorded |
| Source | How the contact was created: chat, form, or manual |
Quick actions per contact
Click the ⋮ menu on any contact row to:
- •Copy Email — copies the email address to your clipboard.
- •Send Email — opens your default mail client with the contact's email pre-filled.
- •Copy Phone — copies the phone number to your clipboard (only shown if a phone was captured).
Contact status
Each contact has a CRM-style status field that you can update via the API:
| Status | Meaning |
|---|---|
| new | Freshly captured, not yet reviewed (default) |
| contacted | You have reached out to this lead |
| qualified | Lead has been qualified as a genuine prospect |
| converted | Lead became a customer |
Linked conversation
Every contact is linked to the conversation that captured it. The conversation_id field lets you trace exactly which chat session produced the lead, useful for reviewing the full context before following up.
Activity tab — Leads view
In addition to the Contacts tab, the Activity → Leads sub-tab on the agent dashboard shows a combined view of all recent lead captures with the same stats (Total, This Week, Conversion Rate) and a link to configure lead capture settings directly from there.
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