Skip to main content

​
Contacts

Contacts represent the people your agents will call. Each contact can have associated metadata that gets injected into conversations.

​
What is a Contact?

A contact stores:
  • Basic Info - Name, phone number, email
  • Metadata - Custom fields relevant to your use case
  • History - Previous conversations with this contact

​
Contact Properties

​
Phone Number Format

All phone numbers must be in E.164 format:

​
Using Metadata

Metadata lets you store custom data that can be used in agent conversations:
These values can be referenced in your agent’s system prompt using {{contact.customFields.<fieldName>}} syntax.

​
Custom fields

Custom fields are workspace-level fields that show up on every contact. Define them once in Settings > Custom Fields and they appear on the Contacts page and in workflow conditions.

​
Field types

Each custom field has a type that controls how it’s stored, validated, and rendered in the dashboard. The type is set when the field is created and can’t be changed afterwards. Delete and re-create the field if you need a different type.

​
Where field types apply

  • Contacts page — the cell renders the right input for the type. Number cells reject non-numeric input, date cells open a calendar picker, boolean cells show a toggle.
  • Filters — date fields support Before, After, Equals, and In Between operators (see Condition action → Operators). Number fields support numeric comparisons. Booleans support Is true / Is false.
  • Workflow conditions — the same operators are available when a custom field is referenced inside a workflow.
  • API and integrations — custom field values are returned in their typed form on agent webhooks and the contact APIs. The GoHighLevel sync auto-creates fields as text — that behavior is unchanged.

​
In agent prompts

Reference any custom field in a prompt or opening line:

​
Saved views

Save the filters and sort you use most often as a named view. Each view is a preset of filters, sort order, and visible columns on the Contacts page — pick one from the view switcher and the page reconfigures instantly. Built-in views:
  • All Contacts — every contact in the workspace, no filters, default sort. Always available, can’t be deleted.
Creating a view:
  1. On the Contacts page, set the filters, sort, and columns you want.
  2. Click the view switcher and choose Save as view.
  3. Give the view a name and save.
Saved views are workspace-scoped — anyone in the workspace can use them. Update or delete a view from the same dropdown. Views you create persist across sessions and devices. Common patterns:
  • New leads this week — filter by tag lead + created within the last 7 days
  • Renewals due — filter by custom date field renewalDate between today and end of month
  • Opted-out contacts — filter by SMS opt-out status to audit compliance

​
API Operations