The contacts list
The list shows everyone in your account with at-a-glance status. Use the filters to narrow it down — by conversation status, call outcome, direction, date, and more — then click any contact to open their detail view.The contact detail view
Opening a contact shows everything in one place:Profile
Name, phone, email, time zone, and language. You can edit core fields inline.
Conversation feed
The complete history — every SMS in and out, plus voice-call transcripts — in one chronological thread.
Collected details
Everything the agent has qualified, such as vehicles, address, or coverage details.
Call recordings
Playable recordings of any calls on the conversation. See Call recordings.
Because SMS and voice live in one thread, the feed reads as a single conversation even when the contact moved from texting to a phone call and back.
What you can do from here
- Read and audit the full conversation, including what the agent collected.
- Listen to call recordings.
- Mark a conversion when a contact quotes or buys.
- Export a filtered set of contacts for reporting.