Contacts in Chats

The EasyBusy Chats platform has two types of entities called «Contacts»:

Messenger Contacts — users you can exchange messages with through a connected account. This list contains contacts available within the respective messaging platform.

Contacts in the Contacts module — system records containing information about customers, companies, and other individuals. These records can be created directly from a chat or linked to existing chats.

Creating and Viewing Contacts

After selecting a messenger and account in the interface, you can access the contacts for that account — click ☰, then select Contacts.

In this section, «Contacts» refers to the list of users within the messenger. The Contacts module is a separate section of the platform.

Here you’ll see a list of all accounts you’ve previously had conversations with. You can click on a contact to open the chat, or create a new contact by clicking + Add Contact.

In the window that opens, fill in the following fields:

First name (required)
Last name (optional)
Phone number (in the format +(country code)(number), e.g., +15550123456 — no spaces or brackets)

Then click + Create.

Creating contacts is not supported for all integrations. Instagram and Facebook, for example, do not allow contact creation — this is a limitation imposed by Meta.

Integration with the Contacts Module

The Chats module integrates with the Contacts module — you can create new records in the Contacts module or link a chat to an existing contact directly from the Chats interface.

Please keep in mind that records in the Contacts module and contacts within a messenger are two different things. This section covers the integration with the Contacts module specifically.

Create a New Contact

To create a new contact from a chat:

1. Open the desired chat

2. Click Create Contact

3. Fill in all the required information in the pop-up window

4. Click Save

Link an Existing Contact

To link a chat to an existing contact:

1. Open the desired chat

2. Click Link Existing Contact

3. Select the contact you want to link

4. Click Link Contact

After creating or linking a contact, an Open Contact button will appear, giving you quick access to the contact card and all relevant details at any time.