Introduction to contacts

What is a contact?

A contact is a user that can interact with the chatbot, phone AI or email AI, a single contact might have multiple conversations across different channels.

How do I create a contact?

You can create a contact in your organization in two ways:

1. Using the API

We have a simple public API that allows you to manage contacts in your organization, you can use the API to create a contact or to authenticate a contact. Whenever you embed the copilot widget in your application, you can use the widget options to create a contact, read more about this option in the widget documentation.

Adding custom data to a contact

You can add any custom data you want to associate with the contact. This data will be returned in the response and can be used for any purpose you want, just make sure it’s a valid JSON string object. The custom data is just a simple JSON object, you can add any key-value pairs you want to it, for example:

const widgetOptions = {
  initialMessage: "Hello! How can I help you?",
  token: "your_copilot_token_goes_here",
  user: {
    data: {
      name: "your_user_name",
      email: "your_user_email",
      customData: {
        // any custom data you want to send to the copilot backend
        "key1": "value1",
        "balance": 100,
        "age": 25,
      }
    }
  },

You can use the API or the widget to add custom data to a contact.

Overview

Blocklist

Autopilot

Organization

Contacts

Companies

Sessions

Connect

AI Phone Agents

AI Email

AI WhatsApp

AI Actions

Sequences

Outbound Blocklist

Media

AI Training

Resource Usage

Customer Insights

Teams

CSAT

Redaction

Crawl

Tags

Custom Statuses

Inbox Views

Office Hours

Handoff Analytics

SLA Analytics

Secrets

Workflows (Beta)

Salesforce MIAW

Webhooks

Introduction to contacts

What is a contact?

How do I create a contact?

1. Using the API

2. Using the widget

Adding custom data to a contact

​What is a contact?

​How do I create a contact?

​1. Using the API

​2. Using the widget

​Adding custom data to a contact

What is a contact?

How do I create a contact?

1. Using the API

2. Using the widget

Adding custom data to a contact