Steps to Update Contact Information
Log in to your Abby Portal
Go to Abby Connect Portal and sign in with your credentials.
Navigate to Contacts
From the dashboard, go to Account → Contacts in the main menu.
You’ll see a list of all current contacts associated with your account.
Select the Contact to Edit
Click on the edit button under Actions
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This will open the contact’s profile details.
Edit Contact Information
Update the fields you need to change (e.g., phone number, email address, job title, notes).
Double-check that all information is correct before saving.
Save Changes
Click Save to confirm the changes.
Your updated information will be reflected immediately in the portal and available to your receptionist team.
Pro Tips
💡 Keep your contacts list clean by regularly reviewing and updating details.
Call Handling
Follow steps 1–3 above. Once you’re in the contact detail page, click Call Handling at the top.
At the top of the page, you’ll see Transfer Settings with a box labeled “Transfer if requested by name.” Here you can add up to three phone numbers for the receptionist to try when transferring calls.
Scrolling down, you’ll find Message Notifications. From here, you can edit existing emails, add additional emails, or include a phone number to receive text notifications.
If your account includes voicemails, you’ll also see an option to receive voicemail notifications by email or text.
Pro Tips
💡 Review your call handling instructions quarterly or when your team changes roles.
If you need to delete a contact, please email us at clientsupport@abby.com. Our team will review a few backend settings to ensure call handling continues seamlessly.