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Manage contacts

Contacts are the shared customer record behind conversations, activities, and campaigns. Good contact data keeps personalization useful and reporting trustworthy.

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A reliable contact workflow

  1. Create or import a contact with the best available identifier.
  2. Add only attributes your team and agents will actually use.
  3. Review duplicate records before starting a campaign.
  4. Add activities as meaningful customer interactions occur.
  5. Correct outdated details instead of creating a second record.
Use consistent formats for phone numbers, names, and custom attributes. Consistency makes filtering and automation predictable.
For integrations, see the Contacts API.