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Contacts

Contacts keeps the people outside the room — clients, vendors, partners — inside the room that works with them. Every contact becomes a business card you can share in chat, forward, or scan into a phone. Everyone in the room works from the same list.

How to add a contact​

  1. Open the room, select Apps and choose Contacts (in the People & flow band).
  2. Select Add a contact and choose how:
    • New contact — type in the details.
    • Phone contact — pick from your phone's address book (mobile app).
    • Scan business card — photograph a printed card.
    • Scan QR — read a card's QR code.
  3. Check the details, and choose a Tag: Client, Vendor, Partner, Lead, Team or Other.
  4. Leave Share the card in chat on to post it to the room.
  5. Save the contact.
note

A scan fills the form so you can correct it before you save. If your company has switched off uploads, scanning is hidden.

How to share or save a contact​

Open the menu on a contact card to:

  • Share in chat — post the card to the room.
  • Save to my phone — downloads a .vcf file.
  • Email or Call the contact.
  • Copy details.
  • Edit card or Remove contact.

Every card also shows a QR code that a phone camera can scan straight into its contacts.

How the AI project manager uses contacts​

Tell the agent who someone is and it prepares the card; confirm with Save contact and it lands in the room's Contacts. Ask for a contact and the agent answers with the card.