Contacts
The Contacts page is a searchable, filterable table of every user who has ever started a conversation with any of your AI Agents, across all channels.
Contacts table
Each row in the table represents one user. Columns:
| Column | Description |
|---|---|
| Name | User's display name and avatar |
| Email Address | Email on file, if collected |
| Contact | Phone number, if collected |
| Source | Channel icons showing which channels this user has interacted on (web, WhatsApp, Slack, etc.) |
| AI Agent | The AI Agent that had the most recent conversation with this user |
Click any row to open that contact's detail page.
Filtering and search
- Search — type in the search bar to find contacts by name or email (300 ms debounce).
- Filter — click the Filter button to narrow by: Channels, AI Agents, Date (Today / Yesterday / Last 7 Days / Last 30 Days).
- Active filters appear as chips below the header. Remove individual chips or click Clear all.
Contact details
Clicking a contact opens their detail page at /helpdesk/contacts/:userId. This shows a full profile card with three tabs.
Header
- Large avatar, display name, location
- Back button — returns to the Contacts list (or to the thread that linked here, if you arrived from a thread)
Profile tab
Basic contact information:
| Field | Description |
|---|---|
| Phone | Phone number |
| Email address | |
| Device | Device name or platform |
| Browser | Browser used |
| Location | City and country |
| Saved memory | Click Open to view the context the AI Agent has stored in memory for this user (opens a modal) |
Custom data collection fields collected by the agent's Data Collection feature also appear here when available.
Threads tab
The 10 most recent threads from this contact, showing the first message and timestamp. Click any thread to navigate to it in the Full View.
Attachments tab
Files and images shared by this user across all their conversations.
Navigating back
- If you opened the contact from the Contacts list, the back button returns to the Contacts list with your previous search and filters intact.
- If you opened the contact from a thread Full View, the back button returns to that thread.
- If you opened from the Threads list, the back button returns to the thread list.