Contacts

Browse and manage your full customer directory, automatically built from every conversation ScaleFlows handles.

Written By ScaleFlows Team

Last updated 22 days ago

Step 1. Go to Contacts in the left sidebar.

Step 2. Your customer directory is automatically populated from conversations.

💡 Tip: Use the at-risk and dispute filters regularly. These surface customers that may need direct outreach and prioritized attention.

Contacts view
ActionDescription
Create contactManually add a new contact.
SearchFind customers by name or email.
FilterFilter by VIP, high value, disputes, at-risk, or in-flow.
SortSort by flows, last contact, spent, orders, committed, dispute, risk and actions.
ViewClick a customer to see all conversations with them, order history, AI performance stats for this customer, and notes.