- push contacts from your CRM, your billing system or a spreadsheet;
- record your own attributes on each contact, such as the package a customer bought;
- give an account to a teammate, so the next conversation of that customer reaches the same person;
- export every contact, or only the contacts that changed since your last run.
What a contact is
A contact is one customer. It holds the core details (a name, an email address, a phone number, your own id), the attributes that your workspace keeps, and the account owner. Kai also makes a contact when a customer writes for the first time. The API and the inbox work on the same records. See Contacts.Base URL
The three rules that matter
Absent keeps, null clears
A field that you do not send keeps its stored value. A field set to
null
clears the value. This makes a partial sync safe.Kai matches, it does not merge
Kai matches a write to a contact by identity. When two identities point to
two different contacts, Kai refuses the write.
Attributes need a definition
Kai refuses an attribute key that the workspace does not define. Create the
attribute first, then fill it.
Next
Quickstart
Make a key and push your first contact.
Import many contacts
Load thousands of contacts with the batch endpoint.