> ## Documentation Index
> Fetch the complete documentation index at: https://docs.replybubble.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> Manage leads, track visitor activity, and organize your contact database

Every visitor who provides their information -- through a form, identity verification, or contact capture -- becomes a contact in ReplyBubble. The Contacts section gives you a unified view of everyone who has interacted with your chatbot.

***

## Contact List

The main view shows all contacts in your workspace with key information at a glance.

**Each row shows:**

* Name (with email shown alongside when both are known) and company
* Tags (up to 3, with a count for additional tags) and a spam classification dot
* Status indicator (colored dot)
* Last active time
* Assigned team member

### Searching

Search by name, email, or company (2+ characters). 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| **Archived**    | No longer active, kept for records  |

**Tag filter** -- Filter by tags you've assigned to contacts.

**Show spam toggle** -- Spam contacts are hidden by default. Toggle this on to review them.

**Segments** -- Save any combination of the above filters as a reusable, named segment, or build a dynamic rule-based segment with a live member count. See [Contact Segments](/segments).

### 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](/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

Use the filter at the top of the timeline to show specific event types (e.g., only conversations or only form submissions).

### GDPR Actions

The **•••** menu in the profile header (visible to workspace **Owners** only) has three actions:

* **Export data (GDPR)** -- Downloads a JSON file of everything ReplyBubble holds on this contact.
* **Delete contact** -- Permanently deletes the contact record. Their conversation history is retained but anonymized.
* **Erase all data (GDPR)** -- The full right-to-be-forgotten erasure: permanently deletes the contact *and* all of their conversations, messages, and form submissions. Nothing is retained.

Both delete and erase require a confirmation dialog and cannot be undone.

***

## Contact Status Workflow

Contacts flow through lifecycle stages as you qualify and manage them:

```text theme={null}
New --> Active --> Qualified (strong lead)
                --> Unqualified (not a fit)
                --> Spam (flagged)
                --> Archived (no longer relevant)
```

You can change a contact's status at any time from their detail page. There are no restrictions on transitions -- move contacts to whatever status reflects their current state.

### 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

You can override any spam classification from the contact's detail page if the automatic scoring was wrong.

***

## 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.