Add or Edit a Customer Contact in Billabex

Add and Edit Contacts

In Billabex, a contact is a person linked to a customer account. These contacts are the recipients of messages sent by your AI agent (emails, letters, etc.).

Associating the right contacts with the right accounts ensures your AI agent sends reminders to the right person, with the right tone, at the right time.

Automatic or Manual Creation

Contacts can be:

  1. Automatically created through an integration (e.g. Pennylane, Zoho Books)
  2. Manually added or edited at any time directly from the account details view


Add a Contact Manually

1. Go to the Accounts module.
2. Click on an account from the list.
3. Open the Details submenu.
4. In the Contacts section, click the Add button.
5. Fill in the following information:
  1. First name and last name
  2. Email address (required to send email reminders)
  3. Role (optional but helps the agent understand responsibilities)
  4. Notes (optional but helpful for context about the contact)
  5. Language (used to adapt tone and language of messages)
  6. Primary contact (flag the main point of contact for reminders)
6. Click Save.

Info
A single account can have multiple contacts. The AI agent will prioritize the one marked as primary contact.

Edit an Existing Contact

1. Open the relevant account page.
2. Go to the Details submenu.
3. In the Contacts section, click the three-dot menu on the contact card.
4. Update the fields you want to change.
5. Click Save.

Delete a Contact

1. Open the relevant account page.
2. Go to the Details submenu.
3. In the Contacts section, click the three-dot menu on the contact card.
4. Click Delete.

Info
 If you delete the only active contact for an account, the AI agent will automatically pause all reminders and ask you to assign a new valid contact.

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