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Edit the Contact Profile from a Conversation

Jack Kennedy avatar
Written by Jack Kennedy
Updated over a year ago

In Whippy, you can easily update a contact's profile directly from within a conversation. Follow these steps to make changes to a contact's details:

1. Navigate to your Inbox

Go to the Whippy Inbox by clicking https://app.whippy.co/inbox/all/open. This will take you directly to your list of all conversations.

2. Select a Conversation

Open the conversation where with a contact whose profile you wish to edit.

3. View Contact Information

In the conversation view, click on the "View Contact" button. This will open the contact's profile, displaying all their current details including their name, phone number, email address, and any other relevant information.

4. Edit Contact Name

Within the contact profile, click on the name field. This action will make the field editable, allowing you to type in any necessary changes to the contact's name.

5. Edit Contact Number

You can also update the contact's phone number by clicking on the phone number field. Similar to editing the name, this will make the field editable.


Additional Tip:

💡There are many other options available to manage the contact's profile. You can Add or Update their email address, company information, and notes, Delete or Block the contact. Explore the contact profile settings to utilize all available features for comprehensive contact management.

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