Outbound messages
Proactive multi-channel campaigns, made simple
Contact management apps
Explore LiveChat contact management apps. Compare customer lookup, contact updates, field mapping and duplicate handling to keep conversation context useful.
Twilio SMS, Voice & WhatsApp
Integrate phone numbers with your LiveChat - answer your customers' SMS or WhatsApp messages directly from your agent application.
SALESmanago
Transfer contacts from LiveChat to SALESmanago Customer Engagement Platform
Private TODOs
Private chat to-dos using Microsoft TODO
Queue priorities
Manage customer support by setting group priorities in your queue, ensuring faster response times for key user segments
Connect chats to customer records
Contact management is about identifying the person and keeping useful records. Focus on lookup, matching and field updates here; use the CRM category when you need a broader sales workflow.
Identify a returning customer
Look for matching rules that connect a visitor with the correct external contact record.
Access useful details
Compare the profile fields agents can see without opening another system.
Maintain contact records
Check whether the integration creates or updates contacts and how it treats missing values.
Choose a contact management app
What to check before installing
- Matching identifier
- Check whether the app uses email, an external ID or another field. Understand what happens when the same person uses different identifiers.
- Field permissions
- Review which fields are visible, editable or read-only and which account permissions are required.
- Duplicates and updates
- Verify merge behavior, update direction and how conflicting or blank values are handled.
Contact management FAQs
How is contact management different from a CRM integration?
Contact management focuses on customer records, identifiers and profile fields. CRM integrations may also connect leads, deals or sales tasks. An app can cover both, but its supported actions determine the fit.
Will a contact integration keep every field synchronized?
Not necessarily. Check the available fields, update direction and triggers. An app that displays customer information may not write changes back to the source system.
How can I avoid duplicate contacts?
Choose a consistent identifier and test the app with an existing contact. Review its documented matching rules before assuming that two records with similar names will be merged.