> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neopal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> The Contacts page stores all customer profiles that have been identified through their email, phone number, or messaging accounts (such as social media platforms). It gives you a centralized view of all your customer data for effective communication, segmentation, and automation.

### Contacts list

Any customer who shares their **email**, **phone number**, or logs in via a **chat/messaging platform** is automatically added to your contact list.

<img src="https://mintcdn.com/neopal/kwREAMNoDC01oO-L/images/contacts/contacts_list.png?fit=max&auto=format&n=kwREAMNoDC01oO-L&q=85&s=e364c857b53be340eb7cf5ef8402e36b" alt="Contacts List Pn" width="1184" height="740" data-path="images/contacts/contacts_list.png" />

You can also add new contacts manually by clicking **Add Contact**, or upload multiple contacts at once by clicking **Import Contact** and uploading a CSV file (you can export this list from tools like Klaviyo, Mailchimp, or other marketing campaigns).

Use the **search bar** above the table to find contacts by keywords like name, email, phone, address, etc.

You can also filter by contact status:

* **Visitors only** (those who browsed but haven’t purchased)
* **Order placed** (those who have completed a purchase)

You can export contacts info by clicking the **Export** button in the header bar of the contact page.

This allows you to download and back up your contact list for reporting, analysis, or integration with other tools.

### Contact details

Clicking on a contact opens a detailed view where you can review customer insights and take action.

<img src="https://mintcdn.com/neopal/kwREAMNoDC01oO-L/images/contacts/contact_detail.png?fit=max&auto=format&n=kwREAMNoDC01oO-L&q=85&s=dffb56ea080c24c29547da6bdbf83a67" alt="Contact Detail Pn" width="1184" height="1246" data-path="images/contacts/contact_detail.png" />

You can delete a contact by clicking the **Delete** button in the header bar.

<Info>
  Deleting a contact **does not** remove associated conversations or automation flows. Those records will remain in the system for reference and tracking purposes.
</Info>

You can **merge this contact** with another one by using the **Merge contact** button in the header bar.

Merging contacts is helpful for **cleaning up duplicate records** and keeping your customer data organized. This ensures you have a single, unified profile for each customer, making it easier to manage and access relevant information efficiently.

#### **Key metrics**

These key performance indicators are tracked from the moment the contact is identified:

<img src="https://mintcdn.com/neopal/kwREAMNoDC01oO-L/images/contacts/contact_detail_key_metrics.png?fit=max&auto=format&n=kwREAMNoDC01oO-L&q=85&s=f9ac51e580f4e367971a1c402ee8569b" alt="Contact Detail Key Metrics Pn" width="1184" height="148" data-path="images/contacts/contact_detail_key_metrics.png" />

* **Conversations**: Total number of conversations with this customer
* **Orders**: Total number of orders placed through AI assistance
* **Amount spent**: Total amount spent by the customer
* **Predicted spend**: Estimated upcoming spending based on behavior and AI prediction

#### Contact information

This section displays general customer data collected through chats, order history, or manual entry:

<img src="https://mintcdn.com/neopal/kwREAMNoDC01oO-L/images/contacts/contact_detail_infomation.png?fit=max&auto=format&n=kwREAMNoDC01oO-L&q=85&s=47d80eb0e9d376c21990cdeb0f4777aa" alt="Contact Detail Infomation Pn" width="1184" height="632" data-path="images/contacts/contact_detail_infomation.png" />

* **Name**
* **Email**
* **Phone**
* **Joined**: Date and time the customer started their first conversation
* **Segment**: Customer group (can be manually assigned or AI-suggested)
* **Address**
* **Tags**: Custom labels to help organize or classify customers
* **Notes**: Internal notes added manually or by Neo AI

> **Note:** These fields are tied to an **identified contact**.

> This differs from **session-based data** found in the Inbox, which may come from unrecognized visitors.

### Conversations

This section lists all conversations associated with the contact since their identity was established.

<img src="https://mintcdn.com/neopal/kwREAMNoDC01oO-L/images/contacts/contact_detail_conversations.png?fit=max&auto=format&n=kwREAMNoDC01oO-L&q=85&s=3e35285028b5d8e4151a09c3695f880f" alt="Contact Detail Conversations Pn" width="1184" height="632" data-path="images/contacts/contact_detail_conversations.png" />

You can click on each conversation to view its full history and context.

### Flow runs

This section shows all **automation flows** that have been executed for this customer.

<img src="https://mintcdn.com/neopal/kwREAMNoDC01oO-L/images/contacts/contact_detail_flow_runs.png?fit=max&auto=format&n=kwREAMNoDC01oO-L&q=85&s=b26f173f409d3aa8e3ff58eeef11aebc" alt="Contact Detail Flow Runs Pn" width="1184" height="992" data-path="images/contacts/contact_detail_flow_runs.png" />

You can click on each flow to view detailed results, including:

* Which steps were completed
* Which actions were triggered
* Any conditions that were met or skipped

This helps you understand how automation is interacting with each customer and identify opportunities for optimization.
