Introducing Contacts: Connect, Automate, and Personalize AI Agents

Contacts represent your own users on Chatbase. Unlike visitors, users who are signed up to your business can be identified and linked to contacts using one of our user identification methods.

Once a contact is linked to a user, the contact object stored in Chatbase is available for use in your chatbot’s custom actions. Typically, you would use the Contacts API to upload user data to Chatbase and keep it in sync with your external system or database, and then use the Contacts dashboard to manage them.

The Contacts API is a secure way to store and manage your users’ data that can be accessed by your chatbot during conversations. This feature enables personalized interactions while maintaining data privacy and security.

When should I use the Contacts Data?

Contacts Data is an advanced feature that is particularly useful in the following scenarios:

• Advanced use cases requiring access to private contact data that you do not want to expose to the chatbot in the browser
• Integration with third-party systems (e.g., internal databases, payment systems)
• Custom workflows where standard actions are insufficient
• Keep in mind you can use the Contacts API to:
  • Sync customer data between your system and Chatbase
  • Maintain a single source of truth for contacts information
  • Programmatically manage large numbers of contacts
  • Create personalized chat experiences based on user data
  • Handle complex authentication and authorization requirements

Learn more about contacts from our docs → https://link.chatbase.co/docs