Contacts

What Contacts contains

Contacts is the structured record of people or organizations saved by supported agent workflows. Inbox remains the source for conversation history; Contacts is for reviewing and organizing the resulting records.

Review saved contacts

1. 01

   Open Contacts

   Use the agent filter to isolate records created for a specific workflow.

2. 02

   Filter the decision state

   For a selected agent, review qualified, ignored, or all available records.

3. 03

   Inspect the source context

   Confirm the available contact details, tags, agent, and originating workflow before follow-up.

4. 04

   Refresh after agent activity

   Reload the list when you expect a newly saved or updated record.

Keep records useful

• Use tags consistently within one workflow.
• Do not treat an automatically saved record as verified without checking its source.
• Follow your organization’s retention and consent requirements.
• Use Inbox for conversation work and Contacts for structured review to avoid duplicate tracking.