Contacts

Everyone who messages you on any channel becomes a contact in Hadir Chat: their name, mobile and email, their conversations, and your team's notes about them. In Contacts you look a customer up, edit their details, and save groups of customers as segments to come back to.

Open Contacts

In the sidebar, select Contacts. Under it you find:

• All Contacts: the full list.
• Active: people on your website right now, through website chat.
• Segments (1): the filters you have saved.
• Tagged with: contacts by label.
• Companies, if your plan includes it.

Add or edit a contact

1. At the top of the page, select the more button (three dots) (3), then Add contact.
2. Enter the name and a mobile number or email, plus whatever you like of city, country and company name.
3. Select Save contact.

To edit a contact, open it from the list. On its page you change the details and select Update contact; at the side you find the Attributes, History (past conversations), Notes and Merge tabs.

Note: a mobile number or email can belong to one contact only. If you see "This phone number is in use for another contact.", the customer already exists: search for them instead of adding them again, or combine the two profiles from the Merge tab.

Filter the list and save it as a segment

1. Select the filter button (2) next to sorting. Filter contacts opens.
2. Pick a field, such as Country, City or Last activity, then the condition and the value. Add another condition with Add filter if you need one.
3. Select Apply filters.
4. To keep the result, select the save button that appears next to the filter button, enter a name, then Save filter.

The segment appears under Segments and stays up to date as new customers match its conditions. To change its conditions, open it, select the filter button, then Update segment. To delete it, use the delete button at the top of the page.

You can also order the list from Sort by: by name, email, Company, country, city or Last activity.

Companies

If your customers are businesses, group each business's people under its company.

1. Select Companies under Contacts.
2. From the more button, select Add company, enter the name and domain, then Add company.
3. Open the company. On its Contacts tab, select Add contact, search for the customer, then Link contact.

A company's page shows the History and Notes of all its contacts together. Deleting a company does not delete its contacts; it only unlinks them.

Read next

• Customer 360
• Import and export
• Custom attributes