Automatic matching
Incoming messages are matched by phone number or channel handle. New senders become new contacts with their channel recorded.
In developmentPart of inChat early access
Contact managementContacts that build themselves from your conversations.
When someone messages you, inChat matches them to an existing contact or creates a new one. Phone numbers, handles, companies and custom details collect on one record without anyone retyping them.
The job it does
A contact list that’s always a week behind.
In most small businesses the contact list is a phone’s address book, a spreadsheet someone updates on Fridays, and whatever the last CRM import left behind. None of them know about the WhatsApp message that came in this morning.
Without it
- Customers saved under first names on personal phones
- The same person appears three times with different numbers
- No link between a person and the company they work for
- Details from chats never make it into the record
With inChat
- Contacts created or matched when a message arrives
- Possible duplicates flagged for review, never merged silently
- People linked to companies and to every deal
- Custom fields filled in from the conversation, one click at a time
Capabilities
What contact management includes.
Duplicate review
When two records look like the same person, inChat suggests a merge. A person decides.
Companies
Group the facilities manager, the owner and the assistant under one company, with their deals together.
Tags and segments
Tag contacts by service, location or source and build lists you can filter in the inbox.
Data quality
Clean data is a habit, not a cleanup project.
The best time to capture a detail is when the customer says it. The contact panel sits next to the conversation, so updating a field takes a second while you’re replying. The AI assistant, in development, can suggest the update for you to accept.
- Edit contact fields beside the thread
- Every change recorded with who made it
- Phone numbers normalized to one format
- Bring existing contacts in by preparing a clean CSV (import tooling to be confirmed)
How it works
Getting started, step by step.
Start from conversations
Connect your channels and let contacts form from real messages, instead of importing everything on day one.
Bring over what matters
Clean your spreadsheet or old CRM export first. Our migration checklist walks through it.
Review duplicates weekly
Five minutes a week keeps the list trustworthy.
Especially useful for
Contact management FAQ
Questions about contact management.
What it does, how it’s designed, and what’s still being decided.
Ask us something elseImport tooling hasn’t been announced yet. We recommend preparing a clean CSV now; our CRM migration checklist explains how, and we’ll confirm import options with early-access teams.
Matching uses identifiers like phone numbers and channel handles. When records only look similar, they’re flagged for a person to review rather than merged automatically.
It’s in development as part of the launch scope. inChat is in early access.
Related
Related features and reading
Early access
Make every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team