Contact Details

View complete information about a contact including their conversations, deals, and activity history.

How to get there: Go to CRM → Contacts in the left menu → click on any contact.

One contact, with their conversations and deals beside their details

Accessing Contact Details

  1. Go to Contacts
  2. Click on any contact in the list
  3. The contact detail page opens

Contact Header

At the top you'll see:

  • Avatar - Contact's profile image (or initials)
  • Name - Full name
  • Status badge - Lead, Customer, Contact, or Inactive
  • Company - Company name (if provided)
  • Last contact - When the latest interaction took place

Use Edit contact to update the main identity fields. Less common actions, including merging, creating a deal, and erasing contact data, are in the adjacent menu. Email and phone are shown once in the Contact card.

Customer Brief

Boei shows a short summary of the relationship and, when the available information supports it, a next best action. The action always links back to the conversation it came from.

Boei creates the brief when you open the contact. It reuses the saved brief while the contact details and conversation insights remain unchanged. If new relevant information arrives, the next visit refreshes the brief. This avoids a new AI request on every page load or incoming message.

Inbox Messages

See all conversations with this contact:

  • Preview of recent messages
  • A short summary and date for each conversation
  • Click a conversation to open it in the Inbox
  • Click View all to open the Inbox

Deals

View all deals associated with this contact:

  • Deal name and status
  • Deal value
  • Follow-up dates
  • Assigned team member

Create Deal from Contact

  1. Open the menu next to Open inbox, or open the Deals tab
  2. Click Create Deal
  3. Fill in deal details (name, value, notes)
  4. The deal is automatically linked to this contact

Edit or View Deal

Click any deal to open the deal editor and update details.

Notes

Store a note about the contact:

  • Add context that should remain useful across conversations
  • Record preferences or requirements
  • Use a conversation note in the Inbox for information that belongs only to one thread

The page labels this explicitly as a Contact note so it is not confused with a note on the current conversation.

Follow-up Reminders

See and manage scheduled follow-ups:

  • Next Action - Shows upcoming reminder
  • Overdue - Highlighted if past due date
  • Set new reminders from the contact page

Automatically Captured Context

When a conversation ends, the AI reviews what the customer stated and records useful facts with two different lifetimes:

  • Contact facts remain useful across future conversations, such as city, job title, industry, preferred language, team size, or a usual riding discipline. These appear as extra fields on the contact.
  • Conversation facts belong to one request, such as a vacancy, order number, current issue, desired horse breed, budget, or appointment date. These remain attached to that conversation and appear under Relevant Context when you view the contact.

Hover a fact under Relevant Context and use the pencil button to correct it. Its source conversation remains linked below the value, so you can still inspect the original context.

Only facts supported by an exact customer quote are saved. Facts taken only from an agent or chatbot reply are rejected. A fact is stored on the contact only when it is explicitly classified as durable. If the scope is missing, unknown, or uncertain, Boei keeps it on the conversation.

Boei starts with standard keys and learns additional vocabulary for each account. For example, once your account uses desired_horse_breed, later conversations prefer that same key instead of creating variants. One conversation can introduce at most three new keys, and one account can learn at most 100. Learned vocabulary is isolated per account.

This is separate from the fields you configure in Lead Flows. Lead flows control what gets asked and required inside the conversation. Automatic capture preserves useful information the customer volunteered.

HubSpot Sync Status

If HubSpot integration is enabled:

  • Synced badge - Contact exists in HubSpot
  • Sync happens automatically when contacts are created/updated

Edit Contact

  1. Click Edit contact in the page header, or Edit in the Contact card
  2. Update any field (name, email, phone, company, status, notes)
  3. Click Save

Delete Contact

  1. Click Delete on the contact page
  2. Confirm the deletion
  3. Contact is permanently removed

Note: Erasing a contact also removes its conversations, messages, deals, and custom fields. This cannot be undone.