# Contacts, details and filters (CRM)

> Every chat becomes a contact with the details you care about. Tag, add notes, filter, and see your day on the dashboard.

Updated 2026-11-02 · https://agent24.in/docs/crm

Every person who messages you on WhatsApp, Instagram or your website becomes a contact. The CRM fills itself while the agent chats.

## Details the agent collects

On the Agent page, **Details to collect** lists what the agent should ask and save, one per line: name, area, pincode, preferred date, size, service. The AI suggests a list for your kind of business. The agent saves each answer on the contact, so every chat uses the same fields and your filters stay clean.

## The contact page

Open a contact to see:

- The whole chat, including voice notes (with their transcript) and photos.
- **Details** the agent saved, which you can edit.
- Tags, notes from your team, and an activity log of what changed.
- A short summary of the customer written by the agent.
- Take over / Hand back to bot.

## Filter and find

The **Filters** sheet is built from your own data: any detail you collect, the date added, and where the contact came from (WhatsApp, Website, Instagram). Combine them to find, say, everyone in one area who asked about a service last month.

## Tags and notes

Create tags for anything that matters to you (VIP, wholesale, follow up) and add them by hand. Notes are private to your team.

## Dashboard

The **Dashboard** shows how your agent and your customers are doing over the period you pick, and where to look next.

## Send changes to other tools

**Settings → Integrations** can send CRM events (a new contact, a booking, a hand-over) to your own system as signed webhooks.