In your AI Assistant, a contact represents a person your assistant has interacted with. The assistant automatically creates and updates contact records based on information gathered during conversations. This allows you to easily keep track of who your assistant is engaging with and view their details in one centralized place.
How Contacts Are Captured
Using Flows, you can setup an AI Assistant node that captures contact information during the conversation. Whenever one of the following default variables is captured, the assistant will automatically either create a new contact record or update an existing one:
First Name
Last Name
Email Address
Phone Number
The assistant uses the email address or phone number as unique identifiers for a contact. So if a user provides an email that matches an existing contact, that contact will be updated with any new information, rather than creating a duplicate.
Viewing and Managing Contacts
All contacts captured by your AI Assistant can be found in the Contacts tab of your dashboard. Here you can:
View a list of all contacts
Export the contact list
Search and filter contacts
Click into an individual contact to see their full details, like:
First Name
Last Name
Email Address
Phone Number
Company
Role
Location (Automatically captured using web browser meta data)
Language (Automatically captured using web browser meta data)
Website
Device (Automatically captured using web browser meta data)
Contact Creation Date
See a contact's conversation history with the assistant
See what web page's a contact visited (available with the live chat widget)
Edit contact details
Delete a contact if needed