Contact Channels

View more information on the channels and merge suggestions of your contact

Getting here

In Contact Details, press on the Channels tab.

Channels

In this tab, you can find a list of the channels connected to the space with different indications. There are 3 different type of channels you can find here :-

Active Channel

Active channels are channels that is connected and has existing interaction with a contact. These channels can be indicated by the date and time connected.

For Facebook channels, you can click on the link button at the title to navigate to the conversation at Facebook Page.

Inactive Channel

Inactive channels are channels that are yet to be connected with the contact. It can be connected by initiating a conversation with the contact. Clicking on the Send first message will select the channel by default in the messaging bar.

Only applicable to WhatsApp, SMS and Gmail providing the phone number or email address is present.

Unavailable Channels

Unavailable Channels are Channels that Contacts do not have existing interactions on. These Channels cannot be connected to a Contact at the initiative of a Workspace User. The connection has to be initiated by the Contact, who needs to send the first message on these Channels.

Action

Delete Active Channels

Only Owners and Managers can perform this action!

You can delete an active Channel from the Contact via the Remove icon next to the respective Channel. This is used when the Channel is no longer relevant to the Contact e.g. the Contact has changed phone number. The conversation history will remain and not be removed even if the Channel has been deleted.

Feeling stuck? Do not fear.