Contacts & history

Every customer, remembered

The second time someone writes to you, they should not have to explain themselves again.

The problem

A customer messages on Messenger in March and WhatsApp in June. To your team they are two strangers, and the second conversation starts from nothing — so the customer repeats their order number, their problem and their history to someone who should already know.

How ReplyX handles it

One person, not one thread per channel

Messenger, WhatsApp, Instagram, Telegram, email and website chat all resolve to the same contact, with every past conversation attached.

Notes your customer never sees

Anything the team needs to remember — a preference, a complaint, a promise made — lives on the contact, not in someone's head.

Tags that make a list

Tag by interest, city, order size or anything else, then use those tags to find people later or to build a broadcast audience.

What you get

Everything below is built and live today — not a roadmap.

  • Automatic contact creation from every channel
  • Name, email and phone captured from the conversation as it happens
  • Full conversation history on one screen
  • Internal notes with author and timestamp
  • Tagging, and search across contacts
  • Marketing opt-out honoured permanently once a customer says STOP

Getting there

What it takes to switch this on

No migration, no consultant, no rebuild of how you work.

01

Nothing to set up

Contacts build themselves the moment a customer writes in. There is no import step and no matching to configure.

02

Add what only you know

Drop a note when a customer tells you something worth remembering — a delivery preference, a complaint, a discount you promised.

03

Use it as a list

Tag as you go, then filter by tag for follow-up or a broadcast.

Before you ask

The questions this usually raises

How do you know two channels are the same person?

By the identity the channel gives us plus what the customer shares in conversation — an email or a phone number links profiles together. We never merge on a guess.

Can I export my contacts?

Yes. Your whole workspace, contacts included, exports as JSON at any time.

Try it on your own questions

Add your FAQ, connect one channel, and see how much the AI handles before you pay anything.

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