How contacts work
Contacts bridge the gap between anonymous visitors and identified users in your system. When users interact with your agent, you can link their session to stored contact data to provide personalized experiences.Unlike anonymous visitors, contacts represent users who are authenticated and identified within your business system.
The identification process
1
Create contacts
Upload user data to Chatbase using the Contacts API or manage them through the dashboard.
2
Verify user identity
When users interact with your agent, use identity verification to securely link them to their contact data.
The
user_id from your verification must match the external_id of a contact for the data to be accessible.3
Enable personalized interactions
Once linked, your agent can access contact data to provide personalized responses and perform actions on behalf of the user.
Key benefits
Secure data storage
User data is encrypted and access-controlled, ensuring privacy and compliance.
Personalized conversations
Agents can reference user-specific information to provide tailored responses.
Actions integration
Contact data powers actions, enabling agents to perform user-specific operations such as Stripe actions.
Data synchronization
Keep Chatbase contacts in sync with your external systems and databases.