Support Badger organizes your customers into Contacts (individuals) and Companies (organizations), giving you a complete view of who you're supporting.
Contacts
Contacts represent individual people who interact with your support team.
Contact Properties
| Field | Description |
|---|---|
| Name | Full name of the contact |
| Primary email address | |
| Phone | Phone number (optional) |
| Company | Associated company |
| Avatar | Profile picture (auto-fetched from Gravatar) |
| External ID | ID from your system for integration |
| Custom Fields | Any additional data you want to track |
Creating Contacts
Contacts are automatically created when:
- A new customer sends an email
- Someone starts a chat conversation
- A Slack user messages in a monitored channel
- Imported via CSV or API
Merging Contacts
If the same person appears as multiple contacts:
- Open the contact you want to keep
- Click Merge in the actions menu
- Search for and select the duplicate contact
- Review the merged data
- Confirm the merge
Companies
Companies group contacts from the same organization together.
Company Properties
| Field | Description |
|---|---|
| Name | Company name |
| Domain | Website domain (used for auto-matching) |
| Plan | Customer tier/plan |
| Owner | Assigned account manager |
| Industry | Business sector |
| Size | Company size range |
Auto-Matching
When a domain is set on a company, new contacts with matching email domains are automatically associated with that company.
Contact Sidebar
When viewing a conversation, the contact sidebar shows:
- Contact Info - Name, email, company
- Conversation History - Previous conversations
- Timeline - Activity history
- AI Summary - AI-generated customer overview
- Custom Fields - Additional data you've configured
Import & Export
CSV Import
- Go to Contacts → Import
- Upload your CSV file
- Map columns to contact fields
- Preview the import
- Confirm to import
Export
Export contacts or companies to CSV from the respective list view.
CRM Integration
Sync contacts with your CRM: