Creating Contacts
1
Open Contacts
Click Contacts in the sidebar.
2
Add a new contact
Click New Contact to open the contact form.
3
Fill in the details
Enter the contact’s information and save.
- Name — First and last name
- Email — Email address
- Phone — Phone number (used for SMS matching)
- Address — Physical address
- Lead Source — Where the contact came from (e.g., website, referral, widget)
- Lead Status — Where they are in your pipeline
Lead Status Pipeline
Importing Contacts
Bring your existing contacts into IllumiChat with CSV import.1
Prepare your CSV file
Ensure your CSV has columns for the contact fields you want to import.
2
Open the import dialog
From the Contacts page, click the Import button.
3
Upload and map columns
Upload your CSV file and map the columns to the corresponding contact fields.
4
Review and confirm
Review the preview and confirm the import.
Exporting Contacts
Download your contacts as a CSV file for use in other tools, backup, or reporting. Click the Export button on the Contacts page.Contact Notes
Add notes to any contact to track interactions, record important details, or leave context for your team. Notes are visible to all workspace members who have access to the contact. Each note is timestamped.Conversation History
View all chat conversations associated with a contact directly from their detail view. This gives you a complete picture of every interaction the contact has had with your assistants.Integration with SMS
When you enable SMS on an assistant through Twilio, incoming messages are automatically matched to contacts by phone number.Integration with Chat Widget
When you embed the IllumiChat widget on your website, visitors who fill out the pre-chat form are automatically captured as contacts. This turns your chat widget into a lead generation tool.Contacts are workspace-scoped, meaning each workspace maintains its own separate contact list.