Contacts
The Contacts module is the foundation of CekatAI CRM. Every customer interaction automatically creates and updates contact records.
Contact Profile
Each contact includes:
- Basic Info: Name, phone number, email
- Tags: Custom labels for segmentation
- Custom Fields: Add any data you need
- Conversation History: Full chat history across all channels
- Notes: Internal team notes
Managing Contacts
Adding Contacts
Contacts are created automatically when a customer messages you. You can also add contacts manually:
Go to CRM > Contacts
Open the Contacts page from the main navigation.
Click Add Contact
Fill in the contact details form.
Save
The contact is now available for messaging and pipeline tracking.
Filtering & Segmentation
Use filters to find specific contacts:
| Filter | Description |
|---|---|
| Tags | Filter by custom tags |
| Channel | Filter by messaging channel |
| Date | Filter by last interaction date |
| Status | Active, Inactive, or Archived |