Every customer,
every conversation —
one record.
Built-in CRM with custom fields, tags, lists, duplicate detection, and full conversation history — kept current automatically by a Memory Agent and a CRM Agent. No second tool required.
Five tabs.
Everything
about a contact.
Each contact gets a structured profile that lives alongside their conversations. History, notes, custom data, and AI memories — all in one place, always current.
Avatar, name, phone / email / company, quick stats (total messages, last active), recent activity feed, address, tags, lists, and all custom field values — the complete snapshot at a glance.
Full chronological timeline: message_received, message_sent, created, edited, tagged, listed, imported, merged. Every event is timestamped and actor-attributed.
All sessions across every connected channel — WhatsApp, email, and more — with channel icon and last message preview. Click any thread to open it in the inbox.
Contact-level notes with @mention support so your team gets notified. Edit and delete notes you own; admins see all. Notes are separate from conversation history.
AI-extracted facts about this contact, persisted beyond individual conversations. Toggle each memory active or inactive. Active memories are injected as context for every future AI response to this contact.
Your data model,
not ours.
7 field types. Required flags, display order, soft deactivation. Define them per company, reorder them in settings, and they show up consistently across every contact profile.
- Standard fields: phone, email, first/last name, company, address, WhatsApp name, profile picture
- Custom fields defined per company — any number
- Drag-to-reorder in field settings
- Soft deactivate fields without losing their data
- Required flag enforced at contact-edit time
- TText Short single-line strings
- #Number Integer or decimal values
- Date Date picker, stored as ISO-8601
- ◉Select Single option from a predefined list
- ☑Multi-select Multiple options from a list
- ¶Textarea Multi-line plain text
- BRich text Formatted text with markdown support
Color-coded.
Scoped to you
or the team.
Create tags with name + color. Personal tags are only visible to the creator (unless they're an admin). Share a personal tag to company scope whenever your team needs it. Tags also drive auto-assign routing.
- Personal tags visible only to creator
- Share to company scope (one-way, irreversible)
- Admins can see all personal tags with one toggle
- Tags used in auto-assign routing rules
Manual groups.
Smart routing
behind them.
Create named lists with description and color. Personal or company-scoped, same visibility rules as tags. Add and remove contacts individually or in bulk. Lists are used for classification suggestions and routing.
- Personal vs company visibility (same model as tags)
- Add/remove contacts individually or in bulk
- Used in AI classification suggestions
- Used in routing rules alongside tags
The Memory Agent
remembers
what matters.
After every conversation, the Memory Agent automatically extracts important facts and saves them to the contact profile — permanently. Active memories become context for every future reply, so your agents never start from scratch.
- Auto-extracted from conversations by the Memory Agent
- Saved permanently to the contact (not per-session)
- Toggle each memory active or inactive
- Edit memory text at any time
- Injected as context for all future AI responses
-
Prefers morning deliveries
-
Has 3 store locations — ask which one
-
Allergic to nuts — flag on food orders
-
VIP customer since 2024
-
Prefers to be contacted by email, not WhatsApp
Your CRM
updates itself.
Everything on this page — contacts, tags, lists, custom fields — you can do by hand. But you mostly won't have to. Behind every conversation, the CRM Agent keeps your records clean and current, with no data entry.
- Creates new contacts and merges or de-duplicates existing ones
- Applies tags and labels as it learns who someone is
- Fills custom fields and updates statuses
- Moves pipeline stages and adjusts lead scores
- Assigns each conversation to the right teammate
-
Merged duplicate · “Sarah M.” + “Sarah Martinez” → one contact
-
Tag added · Wholesale — mentioned a 40-unit order
-
Field updated · Region → Northeast US
-
Pipeline moved · Lead → Qualified
-
Assigned · Conversation → Dana (Sales)
Bring your
contacts in.
Clean.
CSV and Excel import wizard with auto-column mapping, preview, and three duplicate strategies. Export to CSV at any time — all fields, all custom fields, everything. The Duplicate Scanner uses Jaro-Winkler similarity for name matching plus exact phone and email matching.
Duplicate strategy
- 1Upload
Drop a CSV or Excel file
- 2Map columns
Auto-maps common headers; override anything
- 3PreviewActive
See the first 20 rows before commit
- 4Dedup strategy
Skip · Merge · Update
- 5Execute
Bulk import with progress indicator
Select many.
Act once.
Select any number of contacts from the list and apply an action in one click.
- Add or remove tags
- Add or remove from lists
- Set custom field values
- Soft-delete contacts
- Export selected to CSV
Find exactly
who you
need.
Full-text search across name, phone, email, company, and WhatsApp name. Filter by tags, list, company, city, country, or date range. Dynamic custom field filters. URL-persisted so you can bookmark and share any view.
- Sort by updated, created, company, or name (ASC/DESC)
- AND between fields, OR within field values
- URL-persisted filters for deep linking and bookmarks
Company-wide
All members of your workspace can see and edit the contact. Default mode.
Specific users
Restrict visibility to a list of named users. Owner always retains access.
Owner always in
The contact creator always has access regardless of sharing mode.
Your customers
deserve a record.
7-day free trial. Full access to CRM, AI memories, imports, and every other feature from day one.
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