An employee with access rights to the Chats section can select a specific chat to link to an existing contact or create a new contact.
When you click on the button to bind a contact, a modal window appears where you can find the contact's data from the chat.
After selection, the contact card appears in the modal window and, after saving, will be displayed in the contact section of the chat.
To link, click the "Link" button.
In order to create a new customer in the chat and bind it, click on the "+" button, fill in all the necessary fields, click "Save" and "Link".
Also, when a contact initiates a chat in Telegram bot, WhatsApp, and SMS channels, the system will automatically link the contact to the chat if the contact with the same phone number is already in the contact database. If you have more than one contact with the same number in your system, the contact with the most recent documents or, if there are no documents, the contact created the most recently will be linked.
Please note that you can only attach one contact. You can unlink a contact from the chat by clicking on More and then clicking the Unlink button.
When you bind or unbind a contact, the event text appears in the chat, containing: the time of the event, the name of the employee who performed the action, and the name of the event with a link to the contact.
In addition to phone numbers, addresses, and balance, this contact card also displays a list of channels for communicating with this contact. Clicking on any of them will open a modal chat window where you can start a conversation without going to a separate channel on the Chats page.