Contact profiles
/dashboard/contacts — list view with search + filter by tag / channel / custom
field. Click any row to open the profile detail.
Detail view
- Header — display name, primary phone, primary email, source badge
- Identities — every channel-specific ID linked to this profile
- Attributes — reserved + custom fields, editable inline
- Tags — apply / remove
- Conversations — all conversations this profile has had, across every channel
- Linked account — B2B relationship if any
- Notes — internal notes specific to this contact
Merging two profiles
If the auto-merge missed a case (e.g. a typo in the email), use the Merge action.
Pick the source → pick the target → confirm. Source is soft-deleted (mergedIntoId
stamped); every identity, tag, conversation, and attribute row moves to the target.
Idempotent — re-running on an already-merged profile returns the surviving target.
Hard delete
Delete profile removes the profile + identities + tag attachments. Conversations
stay in the inbox (orphaned of profile link) — that’s by design so old conversations
don’t disappear when a contact is cleaned up.
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