Contacts
The Contacts module is your comprehensive lead management system, automatically organizing and storing all prospects who interact with your AI assistant. This module transforms casual website visitors into trackable leads with detailed interaction histories and contact information.
Overview
Every time a website visitor engages with your AI assistant and provides contact information, they automatically become part of your contacts database. The system captures not only their contact details but also the context of their inquiry, their preferences, and their timeline - giving you everything you need for effective follow-up.
Recent Contacts
The Recent Contacts section displays your four most recent lead acquisitions, providing:
Quick Access Dashboard
Contact Name - The prospect's provided name
Date Added - When they first engaged with your AI assistant
Interaction Preview - Brief summary of their inquiry or interest
View Contact Button - Direct access to full contact details
Benefits
Immediate Visibility - See new leads as soon as they're captured
Quick Follow-up - Easy access to recently acquired contacts
Context Preservation - Understand each lead's initial inquiry
Streamlined Workflow - Direct navigation to detailed contact information
All Contacts Management
Contact Database Features
Search Functionality
Find contacts by name, date, or interaction details
Filter contacts based on specific criteria
Locate leads for targeted follow-up campaigns
Export Capabilities
Download CSV - Export your entire contact database
CRM Integration - Import contacts into your existing sales system
Backup Data - Maintain offline copies of your lead database
Individual Contact Details
When you click "View Contact" or select a specific contact, you'll access the detailed contact page that provides comprehensive information and interaction history.
Contact Information Panel
Basic Contact Data
Name - Contact's provided name
Phone Number - Direct contact number with click-to-call functionality
Email Address - Email with direct link for quick communication
Capture Date - When the contact was first acquired through your AI assistant
Conversation Summary A detailed summary of the initial interaction, including:
The context of their inquiry
Specific requests or questions asked
Any preferences or requirements mentioned
Contact information gathering process
Full Conversation History
The right side of the contact page displays the complete chat transcript between your AI assistant and the prospect:
Conversation Flow
Chronological Order - Messages displayed in order of occurrence
Speaker Identification - Clear distinction between AI assistant and user messages
Response Context - Full context of questions and answers
Contact Capture Process - Step-by-step view of how contact information was obtained
Interactive Map View
The contact detail page includes a geographic map showing:
Contact Location - Visual representation of where the prospect is located
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