Contact List
The main view shows all contacts in your workspace with key information at a glance. Each row shows:- Name and reference ID
- Email address
- Status indicator (colored dot)
- Company
- Primary tag
- Spam classification dot
- Last contact time
- Message count across all conversations
Searching
Search by name, email, or any custom field values. Results filter as you type.Filtering
Status filter — Show contacts by lifecycle stage:| Status | Meaning |
|---|---|
| New | Recently captured, not yet reviewed |
| Active | Currently engaged with your chatbot |
| Qualified | Identified as a strong lead |
| Unqualified | Not a fit for your business |
| Spam | Flagged as spam (hidden by default) |
| Archived | No longer active, kept for records |
Stats
A row of cards at the top shows counts for total contacts, new contacts, active contacts, and qualified contacts. Use these to track lead flow at a glance.Export
Click Export to download your contacts as a CSV file. The export includes all contact fields, tags, and status. Useful for importing into a CRM or doing analysis in a spreadsheet.Contact Detail
Click any contact to see their full profile and activity history.Profile Header
The top of the contact page shows:- Avatar, name, email, and company
- Status selector — Change the contact’s lifecycle stage with a dropdown
- Assignment — Assign the contact to a team member for follow-up
- Tags — Add or remove tags to organize contacts by category (e.g., “VIP”, “pricing-inquiry”, “demo-requested”)
- Spam classification — Override the automatic spam score if a contact was incorrectly flagged, with confidence level shown
- AI insight — An auto-generated summary of what this contact has asked about and their engagement level
- Verified identity badge — Shows if the contact was verified through user verification
- Fingerprint data — Browser and device information collected during conversations
- Form field data — Any data submitted through forms
Activity Timeline
Below the profile, a reverse-chronological timeline shows everything this contact has done:- Conversations — Previews of each chat thread
- Form submissions — Data from any forms they completed
- Notes — Internal notes added by your team
- Contact captures — When and how the contact was first captured
Deleting a Contact
Scroll to the bottom of the contact detail page to find the delete option. This permanently removes the contact and all associated data. This action cannot be undone.Contact Status Workflow
Contacts flow through lifecycle stages as you qualify and manage them:Spam Management
ReplyBubble automatically scores contacts for spam likelihood. When a contact is flagged:- A spam dot appears next to their name in the list
- They are hidden from the default view (use the “Show spam” toggle to see them)
- A dismissible banner warns you when spam contacts exist
Tips
- Review new contacts regularly. Move them to Active or Qualified as you assess them so your list stays organized.
- Use tags to segment contacts. Tags like “pricing”, “support”, or “enterprise” help you quickly find groups of related contacts.
- Assign contacts to team members for follow-up accountability. Assignments are visible on the contact card and in the list.
- Export weekly for CRM sync. If you are not using a direct integration, a weekly CSV export keeps your CRM data current.
- Check AI insights for a quick summary before reaching out to a contact. The auto-generated summary gives you context without reading every conversation.

