Contacts Overview

Omnix includes an integrated customer relationship management (CRM) database. A Contact represents a single person who communicates with your business.

Contact Anatomy

A contact record combines:

• Identifiers: Phone numbers, email addresses, and external system IDs. Omnix uses these match keys to combine interactions across different messaging channels into a single profile.
• Profile details: Name, company, location, and timezone details.
• Activity Timeline: A chronological list of all interactions, notes, campaigns, and status updates associated with the contact.
• Custom Context: Custom data fields (e.g. customerTier, preferredLanguage) imported from your database or external APIs.

Navigating the CRM

Click the Contacts icon in the sidebar menu to view your customer directory. You can search, export lists, and segment users into dynamic groups called Audiences.

Next Steps

• Managing Contacts — Learn how to add, edit, merge, and archive profiles.
• Creating Audiences — Group contacts using dynamic filters.