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The Contacts module is the core of Timely.ai’s CRM. Every person who has ever interacted with any of your agents becomes a contact — with a complete profile, conversation history, customizable fields, and an activity timeline. Contact list with filters and search

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Contact Structure

Every contact in Timely has the following base data:
FieldDescription
nome_clienteContact’s full name
customer_phonePhone number (primary identifier on WhatsApp)
customer_emailEmail address
customer_companyContact’s company
positionJob title
genderGender (optional)
birth_dateDate of birth
state / cityGeographic location
profile_picture_urlProfile picture (synced from the channel when available)
Beyond these native fields, you can add as many custom fields as you need via Settings.
Contacts are created automatically when a new phone number or email address interacts with any agent in the workspace. The upsert-contact edge function ensures that duplicate data never creates duplicate contacts — it performs intelligent merging by phone or email.

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Browsing Contacts

The default view displays all contacts in a paginated table with configurable columns. Click any row to open the full profile.

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Contact Profile

When you click a contact, you see the profile panel divided into:

Personal data

All native and custom fields, editable inline. Changes are saved automatically.

Linked channels

Badges for the channels through which the contact has communicated: WhatsApp, Instagram, Widget. Each badge shows the channel identifier.

Activity timeline

Chronological history of conversations, agent interactions, lead status changes, applied tags, and modified fields.

Recent conversations

The contact’s latest threads with a direct link to open them in the Inbox. Includes the attending agent and the status of each conversation.

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Editing a Contact

1

Open the profile

Click the contact in the list to load the details form.
2

Edit the fields

Click any field to edit it. Fields are inline inputs — no need to enter a separate edit mode.
3

Save

Click Save at the bottom of the form. A confirmation appears in the toast and the contact’s updated_at is updated in the database.
AI agents can also update contact fields automatically during conversations using the contact update tool. Configure in the agent’s prompt which fields it should capture and fill in.

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Custom Fields

To add custom fields to the profile:
1

Go to Settings → Contacts → Custom Fields

In the workspace settings menu.
2

Click '+ New Field'

Define the name, data type (text, number, date, boolean, select), and whether it is required.
3

Configure the field

For select type, add the available options. For number, set minimum and maximum limits if needed.
4

Activate

The field appears immediately on the form for all contacts in the workspace and becomes available for filters and exports.
Custom fields are also accessible by AI agents via contact read and write tools. This allows the agent to collect structured information during the conversation and automatically save it to the profile.

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Importing and Exporting

  • Import: upload a CSV with headers mappable to the system fields. The upsert by phone or email prevents duplicates.
  • Export: export the current filtered list to CSV or JSON via the button at the top corner of the table. The export includes custom fields and channel data.