Contacts

Every time a customer interacts with your agent and uses a tool, action, or product, a contact record is automatically created. This record includes the customer's information and a complete history of all their interactions with your agent.

Free and Available in Every Plan Contacts is completely free and included in every plan—no additional cost, no setup required. Automatic contact creation works out of the box for all users.

How Contacts Work

Contacts are created automatically—no setup required. Whenever a customer:

• Books an appointment using Calendar
• Submits information through Smart Forms
• Places an order using Orders
• Creates a ticket with Smart Tickets
• Makes a phone call via Phone
• Uses any other action or product

A contact record is created or updated with their information and the complete interaction history.

Automatic and Seamless You don't need to configure anything. Contacts are created automatically whenever customers interact with your agent through any channel—chat, voice, phone calls, WhatsApp, Instagram, Facebook, or SMS.

Free for Everyone Contacts is free and available in every plan. There are no limits, no additional fees, and no setup required. Every interaction automatically creates contact records at no extra cost.

What's Included in Contact Records

Each contact record automatically includes:

Customer Information

• Name (extracted from conversations)
• Email address (when provided)
• Phone number (when provided)
• Communication channel used

Interaction History

• Complete conversation history
• All actions taken (appointments booked, forms submitted, orders placed, tickets created)
• Dates and times of interactions
• Channel used for each interaction

Automatic Updates

• Contact information is updated automatically as customers provide new information
• Multiple conversations are linked to the same contact
• Contact profiles grow richer with each interaction

When Contacts Are Created

Contacts are automatically created whenever a customer uses any tool, action, or product:

Product Interactions

• Calendar: When a customer books an appointment
• Smart Forms: When a customer submits a form
• Orders: When a customer places an order
• Smart Tickets: When a ticket is created
• Phone: When a customer makes a call

Action Interactions

• Any action that requires customer information
• Tool usage that involves the customer
• Any interaction that generates a record

Automatic Linking

• If a contact already exists, new interactions are automatically linked to the existing contact
• Contact information is updated with new details from each interaction
• All interactions are preserved in the contact's history

Viewing and Using Contacts

View Contact Records

• See all contacts in your dashboard
• View complete interaction history for each contact
• See what actions each customer has taken
• Access customer information for follow-ups

Contact History Each contact shows:

• All conversations with your agent
• Actions taken (appointments, orders, forms, tickets)
• Dates and channels used
• Complete interaction timeline

Using Contact Information

• Reach back to customers with updates
• Send follow-up messages
• Provide order or appointment confirmations
• Maintain customer relationships
• Export contacts for use in other tools

Key Benefits

Free and Included Contacts is free and available in every plan. No additional cost, no setup fees, no limits. Automatic contact creation is included with your Link AI subscription.

Automatic Record Keeping No manual data entry required. Every interaction automatically creates or updates a contact record with complete history.

Complete Interaction History See everything a customer has done—all appointments, orders, forms, tickets, and conversations in one place.

Multi-Channel Tracking All interactions across different channels (Instagram, Facebook, WhatsApp, phone, chat) are linked to the same contact.

Easy Follow-Ups Access customer information and interaction history to provide personalized follow-ups and support.

How It Works with Other Products

Contacts integrate seamlessly with all your products:

• Calendar: When customers book appointments, their contact is created with appointment history
• Smart Forms: Form submissions create contacts with form data
• Orders: Order placements create contacts with order history
• Smart Tickets: Ticket creation creates contacts with support history
• Phone: Phone calls create contacts with call history

All interactions are automatically linked to the same contact, building a complete customer profile over time.

Next Steps

• Learn about Calendar - appointments automatically create contact records
• Explore Smart Forms - form submissions create contacts with form data
• Check out Orders - order placements create contacts with order history
• See Smart Tickets - ticket creation creates contacts with support history
• Discover Phone - phone calls create contacts with call history
• Explore Actions to see how Contacts works with all agent capabilities