Contacts and custom fields

Every direct conversation has a contact behind it, created automatically the first time someone messages you. You don't have to add anyone by hand.

What's on a contact

Name, phone number, labels, and the deals or tickets attached to them. Their whole conversation history sits alongside, so you never have to go looking for context.

Renaming a contact in Tenashi changes what your team sees. It doesn't change anything on the contact's side.

Key contacts

Mark someone as a key contact and you'll be alerted when they message, so an important customer doesn't sit unnoticed in a busy inbox.

Custom fields

Every business tracks something the next one doesn't. Custom fields let you record yours — account number, plan tier, renewal date, region, referral source, whatever your team keeps asking each other about.

Define them in settings, then fill them in from the contact panel beside any conversation. They're searchable and exportable.

Labels

Labels group conversations however you like — by product, region, urgency, source. They also drive access: a member can be restricted to conversations carrying particular labels, which is how agencies keep one client's chats separate from another's.

Saving a contact card

When someone shares a contact card in a chat, you can save it as a contact or start a conversation with that number in one step, rather than copying the number out by hand.

Exporting

If your permissions allow it, you can export contacts. The export includes custom fields, so it's genuinely useful in a spreadsheet rather than just names and numbers.