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Contact Information

What you'll learn
  • What contact fields are available on client profiles
  • How phone numbers with international country codes are used for messaging
  • How contact details connect to messaging channels

Each client profile in AutoTalk stores detailed contact information. These fields are used for messaging, notifications, appointment reminders, and general communication across all connected channels.

Standard contact fields​

FieldDescriptionExample
NameThe client's display name as shown throughout AutoTalkMaria Silva
Phone numberPrimary phone number with international country code+55 11 98765-4321
EmailEmail address for notifications and direct communicationmaria@example.com
AddressPhysical address including street, city, state, and postal codeRua Example 123, Sao Paulo, SP

Phone numbers and country codes​

Phone numbers are a critical piece of client data because they are the primary identifier for WhatsApp and SMS communication. When entering a phone number:

  • Always include the international country code — For example, +55 for Brazil, +1 for the United States, +351 for Portugal.
  • AutoTalk uses the country code to route messages through the correct channel.
  • If a client contacts you through WhatsApp, their phone number is automatically captured and stored with the correct country code.
  • A single client can have multiple phone numbers associated with their profile if they use different numbers on different channels.

How contact details connect to messaging channels​

A client's contact information links directly to their messaging channels:

  • WhatsApp — Matched by phone number. When a client sends a WhatsApp message, AutoTalk identifies them by their phone number and connects the conversation to the correct client record.
  • Instagram and Facebook — Matched by social profile ID. The client's social account is linked to their AutoTalk profile automatically when they first message you.
  • SMS — Matched by phone number, similar to WhatsApp.
  • Email — If configured, used for sending appointment confirmations, reminders, and follow-up messages.

Managing contact details​

  1. Navigate to Empresa > Clientes and click on the client you want to update.
  2. Edit any of the contact fields directly on the profile.
  3. Save your changes.

Updated contact information takes effect immediately across the platform. For example, if you correct a phone number, future WhatsApp messages will be sent to the updated number.

Automatic contact information from messaging platforms​

When a client contacts you through a connected channel for the first time, AutoTalk pulls available information from the platform:

  • Display name from the messaging service becomes the client's name
  • Phone number is captured from WhatsApp or SMS
  • Profile picture may be imported where available

You can manually update or enrich this information at any time. If you correct a client's name and do not want it overwritten the next time the messaging platform sends an update, enable the Disable name update option on the client's profile (see Client options).

tip

Keep contact information accurate and up to date. Incorrect phone numbers mean messages will not reach your client, and outdated email addresses result in missed appointment reminders. Take a moment to verify contact details whenever you interact with a client, especially if they were auto-created from a messaging channel.

Next steps​