Opening a profile
- From Contacts, click any row.
- From the Inbox, the right-hand drawer shows a mini profile; click the contact name to open the full page.
What’s on the page
| Section | Details |
|---|---|
| Header | Name, avatar, key channels (email / phone), primary language |
| Tags | Contact-level tags (editable) |
| Company | Linked company, if any |
| Conversations | Every conversation with this contact, across channels, with status |
| Custom fields | Anything you or a flow has written (e.g. plan, signup_date) |
| Files | Attachments they’ve ever sent |
Editing
Click any field to edit in place:- Name and email — click, change, save.
- Tags — type to add, × to remove.
- Company — pick from the dropdown or create a new one.
- Custom fields — + Add field, pick a key and value.
Custom fields
Custom fields are free-form key/value pairs on a contact. Use them to store anything you want to reference later — subscription tier, preferred language, CRM ID. Flows can read custom fields in a Condition node, and write them with an Action node (set contact field). Integrations can also populate them (e.g. Shopify writesshopify_customer_id).
Per-channel identity
Below the header, you’ll see one or more channel identities — how we recognize this contact on each channel:- Email address (email channel)
- Phone number (WhatsApp)
- Instagram / Messenger user ID
- Shopify customer ID
- Webchat visitor UUID (before they share an email)