Skip to content

Contacts

Contacts are the people who interact with your workspace. Every person who messages you on a connected channel becomes a contact, so you build up a record of your audience automatically.

A contact gathers what’s known about a person in one place: their name and contact details, the channels they’ve reached you on, and their conversation history.

Contacts are created automatically as people message you. You can also add or import contacts yourself — useful when bringing an existing customer list into Kasbly. When importing, you map your columns (name, phone, email, and so on) to Kasbly’s contact fields.

Over time the same person may appear more than once — for example if they reach you on two channels. You can merge duplicate contacts so their history stays in a single record.

  • Deals — track opportunities tied to your contacts.
  • The Inbox — conversations with your contacts.
  • Marketing — reach contacts with campaigns.