Owners, Admins, and Agents can all add individual contacts to Inbox manually.
- Log in to Inbox.
- Click the Contacts icon on the sidebar.
- Click + Add new contact.
- Fill in the form with the contact's First name and Last name.
- Add a Profile name, which can be the contact's real name or a nickname/screenname. This will be visible to both the agent and the contact when chatting.
- Click + Add channel identifier, then select Email address and/or Phone number from the Type drop-down menu and enter the relevant information in the Identifier field.
- Click Save next to each identifier that you've added.
- [Optional] Under Extra info, click +Add attribute and enter any additional information about your contact.
- Click Save next to each identifier that you've added.
- Click Confirm to add your new contact to Inbox!