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Individual contact pages provide detailed views of visitor profiles, enabling businesses to manage structured attributes, view unstructured insights, and track all data collected through agent conversations.

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Contact Profile View

Each contact profile displays:
  • Contact ID - Unique identifier displayed in breadcrumb navigation
  • Anonymous badge - Shown when no identifying attributes are populated
  • Last updated timestamp - When contact attributes were last modified
  • Raw insights access - Button to view all unstructured insights collected

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Contact Attributes

The contact attributes interface enables businesses to:
  • View all defined attributes - Display both custom and default attribute fields
  • Edit attribute values - Update structured data fields directly
  • Track attribute timestamps - See when each attribute was last updated
  • Identify attribute sources - Distinguish between AI-inferred and manually-entered data
  • Support multiple input types - Handle text inputs and text areas (up to 10,000 characters)
  • Auto-populate from conversations - Attributes can be automatically extracted from chats
  • Manage localized attributes - Display attribute names in English or French based on user locale

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Attribute Modes

Each attribute can operate in two modes:

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AI-Inferred Mode

  • Attributes are automatically extracted from conversation context
  • Values populate based on AI analysis of chat content
  • Requires “Sync” operation to extract latest conversation data
  • Updates automatically when new relevant information is detected

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Manual Mode

  • Attributes must be manually entered by team members
  • Values are not automatically extracted from conversations
  • Provides control over data entry for sensitive or specific fields
  • Prevents AI from overwriting manual entries

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Attribute Actions

Businesses can:
  • Save changes - Update all modified attribute values simultaneously
  • Sync attributes - Trigger AI extraction of attributes from conversation history
  • Manage attribute definitions - Access attribute configuration interface
  • Switch attribute modes - Toggle between AI-inferred and manual for each attribute
  • View unsaved changes - Indicator shows when modifications haven’t been saved

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Attribute Examples and Placeholders

Each attribute displays:
  • Localized name - Attribute name in user’s selected language
  • Example values - Placeholder text showing expected input format
  • Current value - Populated data from conversations or manual entry
  • Last modified timestamp - Relative time since last update
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