# Contact Information & Attributes Panel

## Overview

Clicking the Info icon toggles the visibility of this panel, enhancing context for agents, personalizing interactions, and leveraging contact-specific data within automated bot flows.

## Accessing the Sales Inbox Panel

* Navigate to an active chat in the Sales Inbox.
* Locate and click the Info icon near the chat panel right side.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F3cM60enGnBDEAeyqbuck%2FScreenshot%202025-09-04%20170051.png?alt=media&#x26;token=3636c743-92f7-4321-821b-c537fa2047d9" alt=""><figcaption></figcaption></figure>

The panel will appear on the right side. Click the arrow icon again to hide the panel.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRmIn7rUcU6NOgvwvDFeq%2FScreenshot%202025-09-04%20170121.png?alt=media&#x26;token=abf01b12-f228-4a1d-9348-6869a246966a" alt=""><figcaption></figcaption></figure>

## Accessing the Support Inbox Panel

* Navigate to an active chat in the Support Inbox in Helpdesk.
* Locate and click the Info icon near the chat panel right side.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FCn73SSihKe288UKBaX1r%2FScreenshot%202025-09-04%20170722.png?alt=media&#x26;token=08eff36b-341f-48aa-a46e-d0b37d32cca8" alt=""><figcaption></figcaption></figure>

* The panel will appear on the right side. Click the arrow icon again to hide the panel.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FdbO3AGyNOtVTOZPVkMuI%2FScreenshot%202025-09-04%20170740.png?alt=media&#x26;token=1ca9d7f7-d8e9-4b8c-af30-132b87ed3507" alt=""><figcaption></figcaption></figure>

## Panel Contents

### **1. Contact Info**

Displays standard information:

* **Name**: Contact's name.
* **Phone**: Primary phone number.
* **Company**: Associated company.
* **Opt-in**: Messaging opt-in status.

### **2. Contact Attributes**

Lists custom data fields:

* **Predefined & Custom Attributes**: Attributes like 'Alternative Phone', 'Lead Source', etc.
* **Editable Fields**: Edit icon for users to update values with appropriate permissions.
* **Dynamic Information**: Stores specific information relevant to contact's journey.

### **3. Add Custom Field Button**

Allows users to add new custom attributes to the contact's profile, aiding in capturing new information during conversations.

## Utilization and Benefits

* **Contextual Agent Support**: Immediate access to key contact details enhances personalized interactions.
* **Bot Personalization and Logic**:
  * **Dynamic Responses**: Bots personalize messages using contact attributes.
  * **Conditional Flows**: Bot scenarios can change based on attribute values.
  * **Data Collection**: Bots save user responses as updated attributes.

The Contact Information & Attributes panel is a powerful tool for managing and leveraging contact-specific data, enhancing agent efficiency, bot personalization, and sales processes by keeping information readily accessible.
