Customer Contacts

The people behind each customer — who you actually talk to, what they do, and every address and number they write from — identified automatically from your conversations.

Contacts lives in the sidebar under a customer's name, beside Client Pulse and Activities. It answers the question you ask before every call: who do we actually talk to at this company, and what do they do?

Salfio builds the list for you. Every person who appears in the customer's emails, meetings, and messages — as a participant or as the sender of a message — becomes a contact. Nothing is typed in by hand, and nothing is enriched from the web: everything on the page comes from communications already captured in Salfio.

Your own colleagues never appear here. Contacts are the customer's people; members of your organization are recognized by their email address and phone number and left off the list.

Name and job title. The title is read from what people actually say in conversation — a signature block, an introduction, a line like "I'll loop in our head of ops". A contact Salfio has not found a title for reads No job title rather than guessing one.

Beside the title, a badge says where it came from:

• AI identified — extracted from the customer's conversations.
• Manually edited — set by a person. Salfio never overwrites a manually set title.

Nicknames. Short forms people are actually addressed by, shown as Also known as "Mar". Useful when the name on the account and the name in the thread are not the same.

Every address and number. One person often writes from more than one address — a personal mailbox and a shared one, an old domain and a new one — and may also appear on WhatsApp under a phone number. Salfio keeps all of them on the same contact and lists every one. There is no "primary" address: if you have two ways to reach someone, you see both.

Activity. When they were last active, how many of this customer's conversations they appear in, and when they were first seen. These counts are scoped to this customer — the same person at two customers shows each relationship separately.

The list opens with the most recently active people first, which is usually what you want before a call. Use the control in the top right to switch to:

• Last active — most recent first (the default).
• Name — alphabetical.
• Conversations — the people you exchange the most with, first.

A customer with no contacts yet shows an empty state. Contacts are built on a recurring pass over each customer's conversations, so a newly created customer — or one whose integrations have just been connected — fills in shortly after its conversations are imported. Nothing is required from you.

Contacts are read-only on this page. The list is rebuilt from your conversations, so it follows the relationship on its own: a person who stops appearing in a customer's conversations eventually drops off that customer's list, and someone new appears as soon as they show up in a thread.

A person is listed for a customer only once they take part in a conversation. Someone merely mentioned by name in an email — a colleague described but never copied in — is recognized as a person but is not attached to the customer until they actually appear in a conversation.