Read a Contact's profile

See everything help.ai knows about one person, and where each fact came from.

Last updated 27 Oct 2026

A Contact's page brings together what your agents have learned about one person across conversations and forms. Open Contacts and select a name.

Profile#

The profile lists Name, Email, Phone, Company, Role, Location, Preferred contact and Preferred time. A field nobody has mentioned shows a dash.

Each filled-in field carries a tag:

Tag	Meaning
Verified	The visitor confirmed it, in a form or a tool answer
AI	AI inferred it from the conversation. The tag shows how confident it is, such as "AI 80%".

Hover over a tag to see its source: Form, Tool answer, AI extraction or Enrichment. Before you rely on an AI fact, such as an email address you're about to write to, confirm it with the customer.

Identity#

Emails, Phones and Visitor IDs list every handle linked to this person. help.ai uses them to recognize the same person when they come back.

Activity#

Item	What it shows
Conversations	How many conversations this person has had
Signals	How many Signals they've produced
Sentiment	Their latest sentiment
First seen	When they first appeared
Source	The deployments and agents they've talked to, and the channel they used last
Interests	Topics they've shown interest in

The Timeline lists each conversation and form submission, tagged Verified or AI, with links to the agent, the deployment and Open conversation.

Signals for this person#

The Signals card lists every Signal for this Contact with its stage, temperature, confidence, status and score. Select one to open it. See Work a Signal.

Follow up#

To act on what you see, select Open conversation in the Timeline. In the conversation, open the Conversation menu and choose Track work from this chat to create a Case. See Track follow-up work with Cases.

Facts from forms are Verified. If you need a reliable email or phone number, ask for it in a form. See Build a form.

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