Inbox & people
Use visitor history and contact profiles
See past conversations, identity, notes, tags, and custom fields together.
Updated May 2026 · About 2 min read
Chatting connects live visitor activity with a longer-lived contact record when identity is available.
From the inbox
Open Inbox and choose the active conversation.
- Open Identity to review contact details, tags, notes, and custom fields.
- Expand Previous conversations to compare recent chats by status, date, preview, and message count.
- Select a previous chat to open its full thread without losing the active conversation.
From People
Use People to search contacts, review activity, edit details, and start a conversation. Owners and admins can define contact statuses and custom fields under Settings → Contacts.
Use notes for durable team context. Do not place passwords, payment details, or other secrets in a contact note.
Didn’t solve it?
Show us where the instructions stopped matching what you see.