Managing and maintaining contact details

View, update, and maintain accurate contact records in Distance, including conversation history, tags, and communication details.

Managing contact information

Once contacts are created, you can view and manage their details:

• Activity history: See all conversations associated with the contact.

• Tags: Add, edit, or remove tags to categorize contacts.

• Manual updates: Edit contact information as needed to ensure accuracy.

• Send messages: Contact directly via email or linked channels from the contact profile.

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Tips for accurate contact capture

• Enable Caller ID and AI Capture under Agents → AI Voice → Edit → Capabilities → Contact Info to ensure phone numbers and names are recorded correctly. Each option captures contact details in different scenarios, depending on how calls are handled.

• Using tags and source fields helps you segment and organize contacts for reporting and workflow purposes.