Overview
Within Contacts, you can view all the details of your customers that have been collected during conversations. Every conversation in the Inbox shows the data filled in under Details during chats and interactions.
1
Find your contacts
-
Navigate to Contacts from your Watermelon dashboard.
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Use the search bar to find specific customers by:
- Contact information (e.g. name, phone number, email address)
- Tags
- Notes
- Or just select any of the contacts you find in the list showed.
2
View contact information
When you click on a contact, you’ll see:
- General information:
- First name
- Last name
- Phone number
- Custom Fields: information provided through the channel where the last conversation took place and any custom fields you’ve set up yourself
- Tags: added by team members, or automatically added
- Notes: added by team member
- Archive: a history of previous conversations with this contact
Automatically fill in fields
To save time and ensure consistent data, you can enable automatic field completion. When a customer shares specific information in a conversation, those details can automatically fill out corresponding fields. You can toggle this setting on or off at Fields.Channel-specific contact details
Depending on the channel, certain details are automatically filled in (without the end-user having to fill this in during the conversation):| Channel | Automatically filled fields |
|---|---|
| Name and phone number | |
| Profile name | |
| Profile name |