Creating Contacts
Each contact can include:
- 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
| Status | Description |
|---|---|
| New | Just added to your contacts |
| Contacted | Initial outreach has been made |
| Qualified | Confirmed interest or need |
| Converted | Became a customer or completed the desired action |
| Lost | Did not convert |
Importing Contacts
Bring your existing contacts into IllumiChat with CSV import.Upload and map columns
Upload your CSV file and map the columns to the corresponding contact fields.
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.