The contact sidebar

Full customer context beside every conversation, so anyone can reply personally.

The contact sidebar sits beside every open conversation and answers the question “who am I talking to?” without leaving the thread. Anyone on the team can open a conversation cold and reply like they know the person.

The contact sidebar next to a conversation

Three tabs at the top of the sidebar split it up: Details (everything below, from the key insight to booking-system data), Notes (your team’s notes about the contact), and Tasks (the contact’s open and completed tasks). Opening a membership, reservation, or task from any tab shows a breadcrumb in its place; click the first crumb to return to the tab you were on.

Key insight

At the top of the sidebar, a Key insight card surfaces the one thing worth knowing about this customer before you reply: an intro offer about to expire, a recent no-show, a class milestone, a question they asked in their last message. Helios generates it from the customer’s profile, activity, and conversation, and keeps it current as new messages and events come in.

The key insight card above a conversation

Dates in the insight always show relative to now (“in 4 days”); hover one to see the exact date. If an insight isn’t useful, dismiss it with the X. It stays hidden until something new changes the picture, and dismissals teach us which insights matter to your team.

The card also appears on the contact page, so the context is there even before a conversation starts.

The top card shows the essentials:

Name (click through to the full contact page) and opt-out status
Source: where the contact came from, whether an integration, a form, an import, or the API
Phone and Email, both copyable, with a call button on the phone row
Date added, plus extras like birthday, employer, and notes when known
Tags on the contact

Membership and visit context

When a contact is synced from a connected system, the sidebar shows sections for that integration’s data. Depending on the integration, that includes:

Membership status, with a drill-down into the full membership detail
Classes completed, last class, and next class
Home location
Visits, lifetime spend, and average spend, with upcoming reservations
Intro offers, passes, and owned items
A recent activity feed

This is what makes replies personal: the person answering can reference the customer’s actual history (their 615th class, their upcoming Saturday reservation) without opening another system.

Activity from the conversation

Tapping an activity marker in the thread (a class reservation, a form submission, a page view) opens that event in the sidebar. Form submissions show the answers the person gave. Page and form events show the page or form name, what they clicked, and the campaign source when Helios has it. Click the page name to open that page.

Notes

The Notes tab holds the team’s notes about the contact, laid out like a conversation and shared with the Notes tab on the contact page: the same notes appear in both places. Type in the composer at the bottom and press Post (or Cmd/Ctrl+Enter). Notes support formatting, links, and emoji, you can edit or delete your own, and they are never shown to the customer.

Tasks

The Tasks tab lists the contact’s open tasks with a Done toggle for completed ones and a New button that creates a task pre-linked to the contact, so “call them back Thursday” gets captured the moment you think of it, without leaving the thread. Click a task to open it in the sidebar.

Flows

If the contact is currently in one or more flows, a Flows section lists each one with its next action, and lets you remove the contact from a flow directly from the sidebar.