Contact Management - Create a Contact
Overview
YakChat contacts are organized by type and visibility to help you manage your communication efficiently.
Contact Types and Creation
| Contact Type | Who Can Create it | Where to Create it | Inbox Assignment Requirement |
| Personal | Users assigned a Personal inbox | Personal contact tab on Contacts page or Personal inbox room in Chats page | None (not assigned to any inbox) |
| Shared | Users assigned a Shared inbox | Shared contact tab on Contacts page or Shared inbox room in Chats page | Must be assigned to exactly one Shared inbox |
| Company | Any user (if enabled) | Company contact tab on Contacts page | None (not assigned to any inbox) |
Visibility and Permissions
Personal contacts
Scope: User
Visible only to the user who created them
Editable only by their creator (owner)
Shared contacts
Scope: Shared Inbox
Visible to users of the assigned Shared inbox
Editable by users of that Shared inbox by default
Owner can change permission to View-only
Company contacts
Scope: Whole company
Visible to all users in the company
Editable by all users by default
Owner can change permission to View-only
How to Add a Contact
- Go to the Contacts page in the application.
- Select the tab corresponding to the type of contact you want to add:
- Personal — contacts you create for use with your Personal inbox
- Shared — contacts assigned to any of your Shared inboxes
- Company — contacts available to all users in your company
- Click the Add Contact button ( top-right corner).
- Fill in the contact details in the right-hand panel:
- First name (required)
- Last name (optional)
- Phone number (required)
- Email (optional)
- Notes (optional)
- Tags (optional)
- You must assign an Inbox to Shared contacts
- You can also set the permissions for Shared and Company contacts:
- View and Edit (default)
- View only
- Click “Save” to create the contact.
Rules and Restrictions
- Shared contacts must be assigned to exactly one Shared inbox.
- The inbox assignment of a Shared contact cannot be changed after creation.
- Personal contacts cannot be converted into Shared contacts, and vice versa.
- Company contacts cannot be converted into Personal or Shared contacts.
- You can create multiple contacts with the same phone number across different contact types (Personal, Shared, Company).