> ## Documentation Index
> Fetch the complete documentation index at: https://help.treble.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts Section

> Learn how to get the most out of this section. Learn how to add contacts, start a new conversation, or check the history of a past conversation.

### How to create a new contact

1. You must enter the contacts section (which you find in the left panel).
2. Then you must click on the add contact button and fill in the data such as their name and phone number.
3. Finally, you must click on add contact, and that's it.

   <img src="https://mintcdn.com/trebleai/N7qFKPzh9cWmkY9Y/images/01-agregar_contacto.gif?s=5e0a2e308341038f879ebcf1d0190dd6" alt="01 Add Contact Gi" width="800" height="444" data-path="images/01-agregar_contacto.gif" />

### How to search for a contact

1. To the right of the add contact button, there is the search button, where you can search for a contact by name or phone number.

   <img src="https://mintcdn.com/trebleai/Lt8navGON0dNSUJI/images/Screenshot2025-08-08at11.48.18AM.png?fit=max&auto=format&n=Lt8navGON0dNSUJI&q=85&s=7ca3ed2449df374987b257e1e0f0efeb" alt="Screenshot2025 08 08at11 48 18AM Pn" width="724" height="114" data-path="images/Screenshot2025-08-08at11.48.18AM.png" />

### How to view conversation history events

<Tabs>
  <Tab title="Conversation History">
    The complete conversation history now has a general view on the right side of the screen. There you can find all the history of that contact as an infinite scroll.

    If you want to access only a fragment of a conversation, you can use the events as a reference and then click on **view conversation and notes** to see only what corresponds to that event.

    <img src="https://mintcdn.com/trebleai/N7qFKPzh9cWmkY9Y/images/04-navegacion.gif?s=ce87b877a7ab0fb70e062415727d308c" alt="04 Navigation Gi" width="800" height="479" data-path="images/04-navegacion.gif" />
  </Tab>

  <Tab title="History for multiple lines">
    There are cases where the same contact has spoken with different company lines. The conversation history is divided by WhatsApp lines. If you have more than one line, it's important to select the contact and the line corresponding to the history you want to see.

    <img src="https://mintcdn.com/trebleai/N7qFKPzh9cWmkY9Y/images/02-seleccionar_linea.gif?s=23cad50921aca5e5d2729c8f0d917ceb" alt="02 Select Line Gi" width="800" height="423" data-path="images/02-seleccionar_linea.gif" />

    Once you're inside the history belonging to a line, you can change by clicking on the dropdown

    <img src="https://mintcdn.com/trebleai/N7qFKPzh9cWmkY9Y/images/03-cambiar_linea.gif?s=788a1e509cedb8b9f64031e84cec345f" alt="03 Change Line Gi" width="800" height="420" data-path="images/03-cambiar_linea.gif" />
  </Tab>
</Tabs>

### How to start a conversation from a contact

Once inside a contact, the process of starting a conversation will depend on the status of the conversation.

Within [sales.treble.ai](http://sales.treble.ai) it's possible to have three conversation statuses:

1. **Active:** This conversation is currently assigned to an agent and with the WhatsApp window open for open message exchange.
2. **Inactive:** This conversation is currently assigned to an agent but with the WhatsApp window closed. This doesn't allow message exchange that aren't an HSM template until it's opened again.
3. **Finished:** This conversation has been closed by an agent and there's no WhatsApp or treble session. To exchange messages, an HSM template must be sent.

<img src="https://mintcdn.com/trebleai/aaCrgms9mLKayuxp/images/estadosdeconversacion.png?fit=max&auto=format&n=aaCrgms9mLKayuxp&q=85&s=639af0c3f2db1ddf0c896322d1f87a74" alt="Conversation States Pn" width="1230" height="914" data-path="images/estadosdeconversacion.png" />

Depending on the conversation status, you'll have the following options within the contacts view.

1. **Active/Inactive:** For this type of conversations, you'll have a direct access link to the chat to resume the conversation from the chats view

   <img src="https://mintcdn.com/trebleai/N7qFKPzh9cWmkY9Y/images/05-iniciar_conversaci%C3%B3n_activa_inactiva.gif?s=a2e3154b1f787e4f17de3320f125a4a0" alt="05 Start Conversation Active Inactive Gi" width="800" height="420" data-path="images/05-iniciar_conversación_activa_inactiva.gif" />

2. **Finished:** For this type of conversations, you can send an HSM template from the contacts view.

   <img src="https://mintcdn.com/trebleai/N7qFKPzh9cWmkY9Y/images/06-iniciar_conversaci%C3%B3n_finalizada_HSM.gif?s=2cbd82bb28d63c6e0fa50b3a44e2f1b7" alt="06 Start Conversation Finished HSM Gi" width="800" height="477" data-path="images/06-iniciar_conversación_finalizada_HSM.gif" />
