Viewing And Editing A Contact

Viewing and Editing a Contact

Review conversation history, add notes, and update contact details from the Contacts section.

How to view a contact

1. Go to Contacts (find it in the sidebar under Double AI Twin)
2. Click any contact to open their record
3. The record shows their details, all conversations, and any notes added

How to edit a contact

1. Open the contact record
2. Click the edit icon next to the field to update
3. Make changes and save

How to add notes

1. Open the contact record
2. Click Add Note
3. Type the note and save

What to know

• Notes are only visible to the account owner, not the visitor
• Editing contact details does not affect conversation history

Next steps:

• Exporting Contacts