Contacts

General

General information about the contact in read only mode.

Linked Contacts

The list shows all associated contacts. Several contacts may be joined to see the overall customer journey and to avoid duplicates.

Automatic merging of contacts

Basically, depending on the input channel, the selected contact option (e.g. email address) is searched for an existing contact with the same contact option. If there are hits, the incoming messages are automatically assigned to the contact.

The buttons above the list offer the possibility to find further contacts via the search and to link them to this contact. Already linked contacts can also be unlinked from this contact.

Journey

The complete correspondence of this and all linked contacts.

See Journey for further information.

Individual Settings

Custom settings are freely definable data fields that can be stored on the contact. Currently, they can only be filled through a connection to a CRM system or the knowledge base when receiving a message. So this is a read-only view.