Contact detail page

The contact detail page is your “single source of truth” for one person: what happened, what’s scheduled next, and what the AI learned.

This is not a tabbed page. It’s a section-based workspace built for fast operator decisions.

At a glance

• Header actions control calling, DNC, and lifecycle.
• The main area shows summary tiles, embedded call history, follow-ups, and memory.
• The sidebar shows profile + labels + additional fields.

Page anatomy (what’s on this page)

Header identity

The title prioritizes the best available identifier:

• full name (if available)
• otherwise phone
• otherwise contact id

Header actions (what you can do right now)

• Call (only when callable)
• Edit contact
• Add to DNC / Remove from DNC
• Actions (Archive / GDPR erase / Hard delete)

See Manual calling for the Call dialog and Lifecycle actions for archive/GDPR/hard delete semantics.

Summary tiles (how to interpret them)

• Last interaction: when the system last interacted with this contact.
• Last call: the last dial attempt.
• Talk time: cumulative talk-time across calls.
• Recent campaign: the most recent campaign involvement (fast traceability).

Embedded call logs (recent calls)

The Call logs section embeds a recent sessions list for this contact.

• it supports search/sort/pagination
• it is scoped to this contact
• View all opens the full Call Logs page with a filtered view and a return link back here

See Call detail to understand the two-pane call-detail page and its insights tabs.

Follow-ups (what happens next)

The follow-ups card is where “a call outcome becomes action.”

• schedule follow-ups
• see follow-up status
• jump into the full follow-ups workspace when needed

Use Contact follow-ups for field-level detail and status meanings.

Memory & AI insights (what the AI learned)

Memory is the operational “context layer” that reduces repeated questions and improves continuity across calls.

Use Memory & AI insights to understand:

• summary
• open items
• structured insights/facts
• interaction log
• rebuild behavior and cost warnings

Profile sidebar (facts that matter operationally)

The Profile card includes:

• DNC state
• email/company/timezone/country
• created by + timestamps

Labels and additional fields

• Labels appear when the contact has tags.
• Additional fields appear when the contact has non-empty custom fields that are not campaign-signal fields.

Common edge states

• Contact not found
• Backend error
• No sessions yet
• No follow-ups
• No memory yet