Skip to content

Contacts

How persistent contacts differ from per-conversation leads, and what the merged history and lead score tell you.

A lead is a capture event. A contact is a person.

How contacts form

Captures that share an email address collapse into one contact. Their conversations, leads, and channel activity are merged onto that record, so you see one person with a history rather than five disconnected sessions.

The contact also carries a rolling lead score built from the signals on their messages, which is a rough interest ranking rather than a verdict.

When to use which

  • Working today's queue, chasing a specific enquiry → [Leads](/guides/leads/pipeline).
  • Answering "who is this person and what have we discussed?" → Contacts.

The leads table's Unique view is the middle ground: one row per contact, but inside the pipeline you are already working.

Limits worth knowing

Merging is by email. A visitor who chats anonymously and never leaves an address does not become a contact, and the same person using two addresses is two contacts.

Where to go next

Last updated