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GROWTH / CONTACTS & SEGMENTS

More than a message.
A person to remember.

Capture customer details through conversation forms and keep them in your workspace. Organize your audience with contacts, tags, and segments.

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ChatSonnet / Contacts & segmentsPREVIEW
AM

Alex Morgan

Example visitor profile

Emailalex@example.com
CompanyExample Studio
Interested inWebsite conversations
SourcePricing page
SegmentsNew prospectSales question
Interactive product preview · illustrative content
Contacts & segmentsUseful customer details, connected to the conversation.
01Useful details02A customer record03Organized audiences
MORE THAN A FEATURE

Useful customer details, connected to the conversation.

Useful details. Thoughtful decisions. A clear next step.

01 / GROWTH

Useful details

Collect names, emails, and custom fields through bot forms.

Contacts & segments
Your customer journey
Connected to the way your team works.
02 / GROWTH

A customer record

Keep profile details and conversation history for follow-up.

03 / GROWTH

Organized audiences

Use your contact data to build relevant segments.

FROM IDEA TO EVERYDAY WORK

Make the next step
part of the conversation.

  1. 01

    Add a capture form to your bot.

    Ask for the details your team needs with a form in the conversation, including custom fields.

    Connect the starting point
  2. 02

    Review saved contacts.

    Review the captured contact and keep the profile available for the next conversation.

    Shape the experience
  3. 03

    Organize contacts into segments.

    Organize your audience with tags and segments based on the details in your workspace.

    Bring it into your workspace
A PLAN THAT FITS YOUR JOURNEY

Find your room to grow.

Check the current plans for these modules and their allowances.

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A FEW USEFUL ANSWERS

Before you get started.

How do I get started with contacts & segments?

Ask for the details your team needs with a form in the conversation, including custom fields. Review the captured contact and keep the profile available for the next conversation. Organize your audience with tags and segments based on the details in your workspace.

Which plan includes these tools?

Compare the current plans to see enabled modules and usage allowances. AI availability, response allowances, and pricing are shown separately from the subscription.

Can I connect this to my team’s workflow?

Yes. Use the connected features on this page to combine website conversations, customer context, guided flows, and a clear path to your team.

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