Contacts
Find, filter, and manage your contact records.
What you can do with Contacts
- Search and filter the contact table
- Open a contact to edit details, send a quick email, review activity, add notes, create tasks, and manage member access
- Import contacts from CSV or take bulk actions
- Review Forms, Quizzes, and Website AI Chat activity
Contact table basics
The Contacts table shows each contact as a row with configurable columns. On desktop, click a column header to sort. On mobile, contacts appear as cards, and you can pull down to refresh.
Use the columns control (sliders icon) to:
- Show or hide columns
- Reorder columns with drag and drop
- Search columns by name
- Add imported or custom-field columns only when you need them. Newly discovered custom columns stay hidden until you choose them, which keeps large contact tables faster to scan.
Search and filters
The table toolbar includes quick filters and an advanced filter builder:
- Search contacts... searches names, email addresses, and phone numbers, including partial matches, and works alongside your current sort and other filters.
- Tags, Lists, and Company Filters let you include or exclude items (use the AND/OR toggle in each picker).
- Date uses a date range picker with presets.
- Members filters by contact/member status (Contacts, Members, Invited, Active, Disabled).
- Subscribers filters by email subscription status (Subscribed, Unsubscribed, Bounced, Complained, Pending, Unknown).
- Access filters by access rules (courses, communities, events).
- Custom Filters lets you build field-based rules (Name, Email, Phone, Address, Custom Fields, and more).
Use Clear All to reset search, tag, list, company, member, subscriber, access, date, custom, and column filters, then return the table to the first page.
Bulk actions
Select contacts using the checkbox column to open the bulk action bar. From there you can add or remove lists and tags, add contacts to a flow, manage member access, update subscriber status, export, or delete.
Exports use your current selection and filters. When you include tags, lists, company details, addresses, or custom fields, Hiveality prepares those fields for the exported rows instead of forcing them into the table view first.
Website AI Chat contacts
When Website AI Chat captures a visitor's name, email, or phone during a conversation, Hiveality can create a new contact or update the existing matching contact.
Captured chat contacts appear in the same Contacts table as form submissions, quiz completions, booking invitees, and imports. Their activity feed can include chat context such as the source page, first capture, and important follow-up signals, so you can review the conversation before sending a personal reply.
Contact records can also show Website AI Chat insights such as lead temperature, service interests, concerns, topics, blockers, booking interest without a completed booking, and staff review needs. Voice chats use the same contact record and can be reviewed from the saved transcript.
For chat setup and flow triggers, see Website AI Chat.
Common tasks
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