> ## Documentation Index
> Fetch the complete documentation index at: https://docs.illumichat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> Manage your contacts and track interactions

Contacts are a central place to manage the people who interact with your assistants. Whether someone reaches out through your chat widget, sends an SMS, or is added manually, their information lives in the Contacts section of your workspace.

## Creating Contacts

<Steps>
  <Step title="Open Contacts">
    Click **Contacts** in the sidebar.
  </Step>

  <Step title="Add a new contact">
    Click **New Contact** to open the contact form.
  </Step>

  <Step title="Fill in the details">
    Enter the contact's information and save.
  </Step>
</Steps>

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.

<Steps>
  <Step title="Prepare your CSV file">
    Ensure your CSV has columns for the contact fields you want to import.
  </Step>

  <Step title="Open the import dialog">
    From the Contacts page, click the **Import** button.
  </Step>

  <Step title="Upload and map columns">
    Upload your CSV file and map the columns to the corresponding contact fields.
  </Step>

  <Step title="Review and confirm">
    Review the preview and confirm the import.
  </Step>
</Steps>

## 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.

<Tip>
  Make sure your contacts have phone numbers in a consistent format (including country code) so SMS matching works reliably.
</Tip>

## 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.

<Note>
  Contacts are workspace-scoped, meaning each workspace maintains its own separate contact list.
</Note>