The Contacts section shows every customer who has interacted with your AI agents.
Whenever a customer submits a service request through the website chatbot or calls your business after hours, Breezy AI automatically creates or updates a contact profile.
Over time, this section becomes your central customer directory, showing who has contacted your business and the history of their requests.
What a Contact Is
A contact is a customer profile created from information collected during a chatbot conversation or phone call.
Each contact stores key information about the customer so your team can quickly identify them and review their service history.
A typical contact profile includes:
Customer name
Phone number
Email address (if provided)
Service address
History of service requests linked to that customer
This makes it easy to see who your customers are and what services they’ve requested in the past.
How Contacts Are Created
Contacts are created automatically whenever a new service request is submitted.
This happens when:
A customer completes a chatbot conversation on your website
A customer calls your business and speaks with the after-hours voice agent
If the same customer contacts your business again using the same phone number or email address, Breezy AI will:
Recognize the existing contact
Link the new request to the same profile
Prevent duplicate contact records
This keeps all customer interactions organized under a single contact.
Viewing Your Contacts
To see your full customer list, go to:
Contacts
From this page you can:
Search contacts
Find customers by name, phone number, or email address.Open a contact profile
Click any contact to view their full details.Review request history
See every service request associated with that customer.
This helps your team quickly understand a customer's history before following up.
How Contacts Help Your Business
The Contacts section gives you a clearer picture of your customer relationships.
It helps your team:
Recognize repeat customers
Quickly see if someone contacting you has worked with your business before.Track service history
View all previous requests linked to a customer.Identify frequent service needs
Spot patterns where customers regularly request service.Maintain a unified customer record
If a customer first chats on your website and later calls after hours, both interactions appear under the same contact profile.
Frequently Asked Questions
Can I manually add a contact?
Contacts are currently created automatically when a service request is submitted.
Manual contact creation is not supported at this time.
Can I edit a contact's details?
Contact information is based on what customers provide during their interaction with the AI agents.
If you need to update a contact record, contact support for assistance.
Can I export my contact list?
Export functionality may be available depending on your plan.