Add a contact manually

Owners, Admins, and Agents can all add individual contacts to Inbox manually.

1. Log in to Inbox.

2. Click the Contacts icon on the sidebar.

3. Click + Add new contact.

4. Fill in the form with the contact's First name and Last name.

5. Add a Profile name, which can be the contact's real name or a nickname/screenname. This will be visible to both the agent and the contact when chatting.

6. Click + Add channel identifier, then select Email address and/or Phone number from the Type drop-down menu and enter the relevant information in the Identifier field.

7. Click Save next to each identifier that you've added.

8. [Optional] Under Extra info, click +Add attribute and enter any additional information about your contact.

9. Click Save next to each identifier that you've added.

10. Click Confirm to add your new contact to Inbox!