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 profile card
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.
Tasks
A Tasks section shows the contact’s open tasks and a New button that creates one pre-linked to the contact, so “call them back Thursday” gets captured the moment you think of it, without leaving the thread.
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.
See also
- Managing contacts for the full contact page and editing
- Integrations for connecting the systems that feed this context