The Contact page provides a complete view of a guest's information, full activity history, and AI-generated summaries. This detailed page helps you quickly review past engagements, analyze customer intent, and effectively prepare for future meetings.
To open a Contact page:
- Select Contacts from the left navigation menu.
- Click the specific contact's name.
This page contains three functional panes:
- Contact Details pane (left): View and update contact details, and manage the visibility of contact properties.
- Activities pane (center): Review a chronological timeline of all past activities and future scheduled meetings.
- AI Contact Summary pane (right): Access automated, AI-generated insights and recommended next steps.
The Contact Details Pane
The Contact Details pane displays the contact's information, from here you can:
- Manage displayed properties: Click the Manage Properties (sliders) icon on the right side of the Contact Details pane to select which properties are displayed.
- Edit contact properties: Update information directly inside the visible fields. Your changes are saved automatically as soon as you update a value.
The Activities Pane
The Activities pane provides a complete timeline of the contact's interaction history to help you review previous engagements. It includes:
- Upcoming Meetings: Displays all upcoming scheduled meetings, including the meeting subject, host, date and time, attendees, and virtual meeting links.
- Past Activities: Displays the previous interactions, including meetings, Chatbot conversations, Routing Form submissions, and phone calls.
The AI Contact Summary Pane
The AI Contact Summary pane uses the contact's information and activity history to generate insights that help you quickly understand the contact's intent and prepare for your next interaction. It includes:
- Contact Overview: A summary of the guest and their intent.
- Upcoming Meeting: A summary of the next scheduled meeting.
- Key Interests: Topics the guest has shown interest in based on their interactions through Booking Calendars, Routing Forms, Chatbots, and phone calls.
- Recommended Actions: Suggested immediate and follow-up actions based on the recent activities.
The AI Contact Summary displays the exact date and time it was last generated. If new interactions occur, click the Refresh icon to generate an updated summary.
