Click any contact to open their profile. It slides in from the side and gives you everything about that person in two tabs.
The Details tab
The Details tab gathers who they are and what you know about them:
- A quick summary: their lead status, when they were created, and their total spend.
- Initiatives Interacted: which of your initiatives they came through.
- Tags: labels you have added, editable right here.
- Lead Information: the answers your agent captured in the sales flow, like email or phone.
- Notes: your own notes about this contact, with who wrote each one and when.
If this contact needs you, a Needs Attention banner sits right at the top so you cannot miss it.
The Activity tab
The Activity tab is the conversation itself: the full back-and-forth between the prospect and your agent, so you can read exactly how things have gone. You will also see where the conversation currently is (like qualification or conversion) and how much time is left in Instagram's messaging window before it closes.
The thread includes everything the prospect saw, not just typed messages: the moment they tapped your opt-in button appears as its own entry, and automatic post-purchase delivery messages are shown too, marked Automated delivery. So if a buyer replies to something, you can always see what they were replying to.
The contact menu
The menu in the top corner of the profile adapts to the contact. If the agent captured an email or phone number, you get Send Email and Call Contact shortcuts. During a live conversation you can Stop Sales Conversation, and for a contact whose conversation ended you may see Allow New Sales Conversation. Delete Contact is always there for genuine cleanup; deleting is permanent.
A note on active conversations
While a contact is in an active conversation, their tags and lead information are locked so nothing changes mid-chat. Once the conversation wraps, you can edit them again. Notes are always open.
Tips
- Read the Activity tab before you step in, so you know exactly where the conversation stands.
- Use the messaging-window readout to know whether you can still reach someone or need to wait for them to message again.