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