Get to know your contacts

Everyone who talks to you is a contact. Open Contacts in the sidebar to see them all.

Users and leads

• Users are people your website or app has signed in to the messenger, so you know who they are.

• Leads are visitors who aren't signed in. KaraDesk creates one when a visitor starts a conversation.

When a lead signs in later, KaraDesk turns them into a user and brings their conversations and history along. You can also add someone yourself with New contact.

What you'll see on a contact

Open a contact to see their details and local time, their conversations, the pages they've viewed recently, their devices and when they were last seen. Their location comes from their IP address, so it's approximate.

Find someone

Search by name, email, user ID or phone number, or switch between these views:

• All users and All leads

• Active: users seen in the last 30 days

• New: users who signed up in the last 24 hours

Keep things organized

• Tags: group contacts, then filter the list by tag. Select several contacts to tag them all at once. Manage your tags in Settings → Tags.

• Notes: leave context for your team on a contact, like "Prefers email".

• Custom attributes: track details of your own, like a plan or company size. Set them up in Settings → Attributes, then fill them in with Edit details on a contact.

Want contacts to show up as users with their names and emails? See Sign users in to the messenger.