Person profile details
EARLY ACCESSWhen you open a person profile from the persons list, the information is organized into several tabs that provide a complete view of the person data and activity:
- Overview
- Contact information
- Attributes, tags, and events
To find specific profiles, use person filters based on person type, channels, tags, attributes, or events.
Overview
Overview shows profile data including:
- Basic information: Required and optional information that you entered
- Person IDs: Identifiers on the Infobip platform and on connected systems used to sync customer data (such as Salesforce Sales Cloud or Microsoft Dynamics 365)
- System fields: Information about which user created the customer profile, when, and how. Also includes browser and operating system information
- Activity feed: Quick insight into recent profile changes and activity updates. Use filtering to focus on specific events.
Contact information
The Contact information tab contains all relevant channels through which the person can be contacted.
Mandatory contact information
Each profile must have at least one of the following:
- Phone number
- External person ID
Channel contact information
If the person has interacted with your business through channels such as WhatsApp or Viber, the associated contact information is included in the Contact Information tab.
To view additional details, enable Show channel activity or Show additional information to see when the person was last contacted and how they interacted with your business through this channel.
Contact information rules
- Multiple contacts for the same profile - A profile can have multiple phone numbers or email addresses.
- Multiple profiles with the same contact information - Multiple profiles can share the same phone number, email address, or external contact ID.
Guidelines for shared contacts
- You can create shared contacts only through profile import or Customer Profiles API.
- When you manually create or update profiles, the contact information must be unique.
- Other profile creation methods, such as inbound communications, require unique contact information.
- When searching by email address or phone number, only the profile with unique contact information appears in search results.
Attributes, tags, and events
The Attributes, tags, and events tab provides a complete view of person interests and behavior. Use this information for better audience segmentation and grouping.
This tab displays:
- Custom attributes: Profile-specific information for personalized communication
- Tags: Labels to categorize and organize persons
- Events: Activity history and interactions
- Activity feed: Timeline of profile changes and updates
To start a conversation with the person, select Start conversation. You are redirected to Inbox where you can create a conversation.