Adding and Editing Contacts in Billabex

Adding and Editing Contacts

In Billabex, a contact is an individual associated with a customer account. Contacts are the recipients of communications sent by your AI agent (emails, letters, etc.).

Assigning the right contacts to the right accounts allows the AI agent to send follow-ups to the right person, with the right tone, at the right time.

Automatic or manual creation

Contacts can be:
  1. Created automatically via an integration (e.g., Pennylane, Zoho Books)
  2. Added or edited at any time directly from an account page

Add a contact manually

1. Go to the Accounts module.
2. Click on an account from the list.
3. Open the Details submenu.
4. Click the Add button in the Contacts section.
Fill in the following information:
  1. First and last name
  2. Email address (required for email follow-ups)
  3. Role (optional but useful for informing the AI agent about the contact's responsibilities)
  4. Notes (optional but useful for providing additional context to the AI agent)
  5. Language (useful for adapting the tone and language of follow-ups)
  6. Primary contact (lets the AI agent know if this is the preferred contact for follow-ups)
5. Click Save.
Info
A single account can have multiple contacts. The most relevant one will be identified by the AI agent using the Primary contact field.

Edit an existing contact

1. Go to the relevant account page.
2. Open the Details submenu.
2. In the Contacts section, click the 3 vertical dots on the contact card.
3. Update the desired fields.
4. Save your changes.

Delete a contact

1. Go to the relevant account page.
2. Open the Details submenu.
3. In the Contacts section, click the 3 vertical dots on the contact card.
4. Click Delete.
Info
If you delete the only active contact on an account, the AI agent will automatically pause follow-ups and ask you to provide a new valid contact.