What is this?
The Contact Profile is the full page for a single customer. It opens when you choose View Contact from a row in Contacts, and it gathers everything the platform knows about that person in one place: their details and labels, their conversations, calls, files, notes, orders, event tickets and the automations that have run for them.What can I do here?
- See the contact’s name, channel, phone, email and subscription status at a glance
- Send template to start a WhatsApp conversation, or Open in Inbox to jump to their chat
- Block / Unblock or Delete the contact
- Edit their details, labels and (if you have access) custom fields
- Read their conversations, calls, shared files, notes, orders, event tickets and automation runs
- Add or edit notes
- Merge a duplicate contact into this one
How to use it
The header
Next to the phone and email, the contact’s subscription status appears as a pill (unless they’re blocked). If you can edit contacts, click it to change whether they’re subscribed or unsubscribed.
The tabs
Which tabs you see depends on your permissions.Merge duplicate contacts
The same person can end up as two contacts — for example one on WhatsApp and one on Instagram. On the Overview tab, use Merge contacts:- Search by name, phone or email for the matching contact. You can match WhatsApp, Web Chat, Instagram and Facebook contacts.
- Pick the contact to merge and read the confirmation. It says which contact survives.
- Confirm. Labels, tags, custom fields and conversations from the other contact move onto the survivor, and the other contact is removed.
Troubleshooting / Technical Notes
- “Contact not found or failed to load.” The contact was deleted or you don’t have access to its channel. Go back to Contacts and search again.
- Send template is greyed out. Add a phone number, select or connect a WhatsApp channel, or unblock the contact — the tooltip says which.
- A tab is missing. Calls, Timeline, Custom Fields and Files depend on your permissions — see Team.
- “No similar contacts found.” Try a different name; the search matches contacts on the supported channels only.
- I merged by mistake. A merge moves everything onto the surviving contact and removes the other, so check the confirmation message before you confirm.