Sign inGet started

Add a contact manually

Owners, Admins, and Agents can all add individual contacts to Inbox manually.
  1. Log in to Inbox.
  2. Click the Contacts icon on the sidebar.
  3. Click + Add new contact.
  4. Fill in the form with the contact's First name and Last name.
  5. Add a Profile name, which can be the contact's real name or a nickname/screenname. This will be visible to both the agent and the contact when chatting.
  6. Click + Add channel identifier, then select Email address and/or Phone number from the Type drop-down menu and enter the relevant information in the Identifier field.
  7. Click Save next to each identifier that you've added.
  8. [Optional] Under Extra info, click +Add attribute and enter any additional information about your contact.
  9. Click Save next to each identifier that you've added.
  10. Click Confirm to add your new contact to Inbox!\