Contacts

Contacts

Track the journey of every customer in one organized view

Check the contact creation, the conversations started and the changes made by the team to serve with more context and follow the operation with more control.
Track the <span class='title-highlight'>journey of every customer</span> in one organized view

An organized view to manage every contact

The Contacts brings together data, conversations and records so your team can follow each customer with more context.
Huggy contact list with the contact information side panel
The Contacts brings together information, conversations and records in one centralized space to follow people, making sure no context is lost between one stage of digital service and the next.
Contact table and side panel

Check every contact without losing sight of your base

View your contact list and check each customer’s data in the side panel, without leaving the main screen.
Huggy contact table with the search field and several contacts selected
Find contacts in seconds with the optimized search and perform bulk actions easily
Huggy contact table with the search field and several contacts selected
Contact profile

Every customer in one centralized and organized view

  • Huggy panel with the contact list column customization open
    Centralized data

    Records and custom fields gathered in the same place.

  • Huggy notes tab with a message recorded about the customer
    Dedicated Notes tab

    Record important observations and messages about the customer clearly and visible to the whole team.

  • Huggy files tab with documents and media attached to the contact
    Files tab

    Keep relevant documents and contracts linked directly to the customer profile (available for paid accounts)

Contact history

Understand what happened at every stage of the journey

Follow when the contact was created, the conversations started and the changes made by the team, with author, date and time identification.
Huggy contact history with conversations, notes and changes recorded by date
  • Context for agentsKnow who started the chat and which previous interactions happened before sending the first message.
  • Traceability for managersSee who created the contact, who edited data and when each change was made.
  • Date and time recordsFollow the customer timeline with detailed date and time (timestamps).
Huggy contact history with conversations, notes and changes recorded by date

Import and export contacts according to your operation

Add CSV files with up to 150,000 rows in a single operation or export your whole base and only the selected contacts.
Huggy contact list action bar with the add contact and import buttons
ImportContacts in
  • Up to 150,000 rows at once
  • Fast, simplified import for large operations
Huggy contact export window with the data type and file format options
ExportContacts out
  • Export selected contacts or the entire base
  • Choose the data type and format for the exported file
Groups and organizations

Organize your base with Groups and Organizations

Beyond the history and the individual profiles, you count on Groups and Organizations to categorize your base.
Assign contacts to specific companies or segments in a simple way and keep your operation organized by sectors or client portfolios.
Huggy groups and organizations screens with the organization information panel open
  • Custom groups
  • Organizations
Huggy groups and organizations screens with the organization information panel open

Access data and history to support with more context and follow your team's changes

For agents
Fast, contextualized and human support
  • Find customer data in just a few seconds, without wasting time navigating complex screens.
  • Check the customer notes and history before replying, ensuring a personalized conversation.
  • Change their information in the side panel without having to close the current conversation screen.
For managers
Visibility, governance and control of the operation
  • Know clearly which team member created or edited data in the base and when the action happened.
  • Upload and manage files with up to 150,000 rows easily and quickly.
  • Ensure registration standards and keep the history preserved as the team grows.

Trust your operation to who delivers tangible results

Companies of all sizes choose Huggy to organize and boost their digital customer service.

Trust your operation to those who deliver real results

Join more than 4,000 companies around the world that chose Huggy's intelligence, efficiency and technology to turn interactions into growth.