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Contacts

Get a customer record with full history for everyone who talks to your agent, with no setup.

Contacts is the customer record Link AI creates automatically when someone interacts with your agent and uses a tool, action, or product. Use it to see who each customer is and everything they have done with your agent, across every channel.

Contacts is free and included in every plan, with no setup, no limits, and no additional fees.

How contacts work

A contact record is created or updated with the customer's information and full interaction history whenever they:

Book an appointment using Calendar
Submit information through Smart Forms
Place an order using Orders
Create a ticket with Smart Tickets
Make a phone call via Phone
Use any other action that requires customer information, or any interaction that generates a record

This works on every channel: chat, voice, phone calls, WhatsApp, Instagram, Facebook, and SMS. You don't need to configure anything.

If a contact already exists, new interactions link to that contact and update its details. All interactions stay in the contact's history, so profiles grow richer over time and the same customer on Instagram, WhatsApp, phone, and chat shows up as one contact.

Contacts are workspace-scoped. Each workspace keeps its own separate contact database. See Workspaces.

What a contact record includes

Section	Contents
Customer information	Name (extracted from conversations), email address (when provided), phone number (when provided), communication channel used
Interaction history	Full conversation history; all actions taken (appointments booked, forms submitted, orders placed, tickets created); dates and times; channel used for each interaction
Automatic updates	Details update as customers provide new information; multiple conversations link to the same contact

Contacts can live on lists you share. Each list can have a public signup form so people join from a link, QR code, or embed.

Open the list

Open Contacts and select a list.

Create the form

Open list settings and create the Signup form.

Choose what to collect

Collect email, WhatsApp, or both. WhatsApp consent requires WhatsApp to be connected. When both are on, people can opt in with one checkbox.

Copy the public link, QR code, or embed snippet. Public forms are hosted on pages.getlinkai.com.

The form records consent for that list. Deleting the form stops the public link and embed; people already on the list stay there. Use lists as audiences for Reach.

View and use contacts

Open Contacts in the dashboard to see every contact. Each contact shows all conversations with your agent, the actions taken (appointments, orders, forms, tickets), and the dates and channels used, as one timeline.

Use contact information to: