Find contacts and their conversations

Open Contacts in a project for that project’s contacts, or in a workspace for contacts across its projects. Search by name, email or phone.

Open a contact to read its identity, custom fields, segments and connected channels. Empty fields mean no value is recorded. An anonymous contact’s name can come from the project’s naming setting.

Read a conversation

Choose View conversation beside a channel. Messages shows its transcript. The other tabs separate files, run logs, signals, connections and memory.

To reply or take over a live chat, use the Inbox.

Export channel data

The contact’s channel row has Export data. Its notice says exports are audit-logged and group or broadcast exports omit message transcripts to protect other participants. Review the channel type before exporting.

Conversation retention

These catalog values govern idle conversation deletion and old message pruning. They aren’t a lifetime for the contact record itself.

Data	Platform default	Free plan	Support can change it
Idle conversations, before permanent deletion	365 days	14 days	Yes
Old conversation messages, before pruning	365 days	30 days	Yes

Organization overrides can change these values. Export data you need before its retention window ends.