👥Contacts

Contacts is where you see and manage the people who have talked to you through OnRaven. Each contact is usually created when a conversation starts (from Web Chat, WhatsApp, or another channel). You can view their details, search and filter the list, and open their conversation history from here.


How to open Contacts

In the left sidebar, click Contacts. You’ll see a list (or table) of contacts with columns like name, email, phone, status, last active, and sometimes tags or platform.


What you’ll see

List / table

  • Name — Contact name (or "Unknown" / identifier if no name was collected).

  • Email — Email address (if we have it).

  • Phone — Phone number (if we have it).

  • Status — e.g. Active, Pending, or a custom status your team uses.

  • Last active — When they last sent a message or had activity.

  • Platform / channel — Where they talked to you (e.g. Web Chat, WhatsApp).

  • Tags — Optional labels your team has added (e.g. "VIP", "Support").

Search and filters

  • Search — A search box (e.g. "Search contacts…") to find contacts by name, email, or phone.

  • Filters — Dropdowns or tabs to filter by status, platform, or other fields so you can narrow the list.

Actions

  • Click a contact — Usually opens a contact detail page or a side panel with:

    • Full profile (name, email, phone, country, custom fields).

    • Conversation history — List of conversations with this contact; click one to open it in the Inbox.

    • Notes — Internal notes about this contact.

  • Edit — If the app offers "Edit" on the contact, you can update name, email, phone, country, or custom fields. Changes apply to the contact profile and to how they appear in the Inbox and in bot variables (e.g. {{contact.firstName}}).


Where contact data comes from

  • Automatically — When someone starts a conversation (e.g. sends a message from Web Chat or WhatsApp), OnRaven creates or updates a contact with whatever identifier we have (e.g. phone number, email, or platform user ID).

  • From your bot or you — If your flow asks for name or email and saves it (e.g. via Set Variable or contact fields), that data is stored on the contact.

  • Manual edit — You or your team can edit the contact in the Contacts list or in the Inbox contact panel so the profile stays correct.


Why use Contacts?

  • Find someone fast — Search by name, email, or phone and open their conversation in the Inbox.

  • Keep profiles correct — Fix or add email, phone, or name so messages and bots use the right info.

  • Segment or tag — Use status and tags (if your plan supports them) to group contacts (e.g. for broadcasts or reporting).

  • See history — Open a contact and review all past conversations in one place.


Pagination and sorting

  • If the list is long, the app may show pagination (e.g. Next/Previous or page numbers) or "Load more."

  • You may be able to sort by name, last active, or another column. Use the column header or a sort control if available.

For replying and adding notes in a specific conversation, use the Inbox. For sending one-off messages to many contacts, see Broadcasts.

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