Contacts are based on channels and are automatically created and categorized based on every new incoming conversation.
Let's assume the following scenario:
Your customer Peter B. gets in touch with you via different channels: Facebook Messenger and WhatsApp. A contact is created based on each new conversation. Conversations that are received via the same channels form 1 contact:
💡Tip: Link contacts into customer profiles.
How to edit contacts?
There are 2 ways you can edit a contact in Trengo:
1. Directly via the sidebar
You can edit a contact directly via the sidebar. Open a conversation and the sidebar and click on 'Empty' to name your contact.
2. Via contact settings
- Go to your navigation panel >contact and select the contact you want to edit.
- Use the search bar to search for your contact and select it.
Here you can edit your contacts settings.