Contact Fields
Every contact has:- Name, email, phone, company — basic info
- Stage — where they are in your pipeline (New Lead, Contacted, Qualified, etc.)
- Lead score — hot 🔥, warm 🟡, or cool ❄️
- Tags — labels for categorization
- Notes — internal notes (added by you or your agent)
- Custom fields — any additional data specific to your business
Creating Contacts
Contacts are created in three ways:- Your agent creates them — from conversations, form submissions, or scheduled tasks
- Webhook / lead capture — automatically from form submissions (Typeform, Google Forms, etc.)
- Manually — through the contacts page in the portal
Contact Detail Page
Click any contact to see their full profile:- Activity timeline — every interaction, note, call, and email
- Deals — revenue opportunities tied to this contact
- Tasks — follow-ups and action items
- Notes — internal notes thread
- Custom fields — your business-specific data
Lead Scoring
Lead scores help your agent prioritize who to focus on:
Your agent can update lead scores automatically based on interactions, or you can set them manually.