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Documentation Index

Fetch the complete documentation index at: https://clapvo.com/docs/llms.txt

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Edit contact form
Keep customer details current as you learn more about them.

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Before you start

  • The contact already exists

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Steps

1

Open Contacts

Navigate to the contacts module.
2

Open the contact

Click the contact you want to edit.
3

Click Edit

Switch into edit mode.
4

Update fields

Change name, phone, tags, or any other field.
5

Save

Confirm the change.

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Tips

  • Editing a contact does not affect prior chats - those remain attached.
  • If the phone number changes, expect a new chat thread to start when the customer next messages.