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Every person who writes to you becomes a contact: their name, their channel, their company, and their whole conversation history. So you never start from scratch. Open Contacts from the sidebar.

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People and companies

The section has two tabs:
  • Lists — everyone you’ve talked with.
  • Companies — your contacts grouped by the company they belong to.

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Work with your contacts

  • Add one by hand with Add Contact, when you want to record someone yourself.
  • Search by name in the search bar.
  • Customize the columns to see the data that matters most to you.
  • Export your list when you need it outside Eva.
You don’t have to enter contacts one by one: every time your agent talks with someone new, it saves them as a contact automatically with what it learns from the chat.
Open a contact to see its full history and all its information in one place. From there you also follow up on its opportunities.