Contacts

Contacts are team-scoped records for the people and accounts that interact with agents in a team.

Contact records

Nexvio contact services support contact CRUD, account relationships, custom attributes, search, contact events, and email-domain helpers.

Custom attributes

Every contact carries a set of built-in fields — name, email, phone, company, tags, timezone, source, and assigned owner. Beyond these defaults, each team can define its own custom attributes to track information specific to their business (for example, plan_tier or renewal_date).

Custom attributes support the following types:

Type	Description
text	Free-form text.
email	Email address.
phone	Phone number.
number	Numeric value.
date	Date value.
boolean	True/false toggle.
select	A single value chosen from a fixed list of options.

Each attribute has an id, name, type, and display label, and can optionally be marked required, given a placeholder, and (for select attributes) a list of options. Values you save for a custom attribute are stored in custom_fields on the contact and returned alongside the built-in fields whenever the contact is read. The Public API stores these values without enforcing the attribute's type, required flag, or select options, so integrations should validate them before saving.

Default attributes (name, email, phone, company, address, timezone, tags) can each be toggled on or off per team without deleting the underlying data.

Custom attributes are created, updated, and listed through the Public API — see the Contacts API guide for the full request/response reference and curl examples.

Lead collection

When built-in lead tools are enabled on your deployment, lead collection actions can create or update contacts from widget conversations. Use this when an anonymous visitor provides contact information during a conversation.

Identity linking

For logged-in users, use identity verification to associate conversations with stable user IDs and known contact data.