Contact Info

This section, located within the Marqvia chat window, contains the profile and information of your contact.

Contact Details

• Contact Name: This information will be automatically captured for new contacts. Once captured or manually edited, the name will not change unless you edit it again.

• Phone Number: This is the contact's WhatsApp number.

• Email: If an email address has been entered for the contact, it will be displayed here.

Note: Some channels might not have a phone number associated with them.

Assignment and Team Members

• Assigned Agent: You can manually assign the conversation to a specific user by selecting their name from the dropdown menu.

• Assigned Department: You can manually assign the conversation to a specific department from the dropdown menu. To assign it to yourself, select Assign to Me.

• Additional Chat Members: If you wish to invite a team member to view this conversation, click the + button to add them.

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Contact Attributes

This area displays any Contact Fields that contain data and have been enabled with the "Show On Contact Grid" setting.

• Full Name: You can edit the contact's full name here.

• Tags: You can add any existing or new tags here to categorize the contact.

• Remarks: You can add any internal notes or remarks about this contact for your team's reference.

Steps to add an existing Tag

1

Click on the Tags field bar to display a list of created tags

2

Select the tag you wish to add.

3

Click Save once you're done.

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Steps to add a new Tag

1

Click on the Tags field bar, type the desired tag name, and press Enter to create it.

2

Click Save once you're done.

3

Refresh the page to have the newly added tag appear in the dropdown list for future use.

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Editing a Contact's Information

To edit a contact's details directly from the chat window:

1

Click the Edit icon in the Contact Info section.

2

The "Edit Contact" pop-up will appear. Here, you can edit details such as the Phone Number, Tags, Full Name, Email, Time Zone, Custom Fields, and more.

3

Once you have finished editing the contact, click Save.