Contact Details

Click any contact in the Contacts list to open their details. The Contact Details page uses a three-column layout: a profile sidebar on the left, an activity timeline in the center, and panels for notes and to-dos on the right.

Left sidebar

The sidebar shows the contact’s avatar, name, and quick-action buttons for calling or messaging. Below that:

• Tags — labels assigned to this contact. Click a tag to edit or remove it, or click + Add Tag to assign a new one. See Contact Tags.
• Phone Numbers — all numbers linked to this contact. Click + to add another.
• Email Addresses — all emails linked to this contact. Click + to add another.

Activity timeline

The center column shows a chronological feed of all activity for this contact: calls, notes, and to-dos grouped by date.

Use the filter bar to focus on a specific type:

Filter	Shows
All	Calls, notes, and to-dos together
Calls	Call cards only
Notes	Notes only (manual and AI-generated)
Todos	To-do items only

Right panel

The right panel provides quick access to the contact’s notes and to-dos without scrolling the timeline.

Edit a contact’s name

Click the First Name or Last Name fields in the sidebar to edit them inline. Changes save automatically.

Delete a contact

Scroll to the bottom of the left sidebar and click Delete contact. This permanently removes the contact and all linked phone numbers and email addresses.

Related pages

• Contact Notes — add and view notes on this contact
• Contact Tags — assign tags for filtering and AI auto-tagging
• Contact Memory — how agents remember this contact across calls
• Add a Phone Number — link a phone number for caller identification
• Add an Email Address — link an email for automated messages