Contacts
Manage the customer record shared across conversations.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Use one contact record for the same customer identity
Use one contact record for the same customer identity.
- 02
Review conversation history before merging or editing identity
Review conversation history before merging or editing identity.
- 03
Keep operational data in structured fields
Keep operational data in structured fields.
- 04
Use tags for flexible grouping, not permanent facts
Use tags for flexible grouping, not permanent facts.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.