How do I edit a contact profile from a conversation?

Last updated: November 5, 2026

Edit a contact profile from a conversation when you need to update contact details without leaving the inbox.

Edit a contact profile from a conversation

  1. Open Inbox.

  2. Open the conversation for the contact you want to update.

  3. Open the contact profile or details panel.

  4. Select the edit option.

  5. Update the contact fields that need to change.

  6. Save the contact.

Tips

  • Confirm you are editing the right contact before saving.

  • Keep key fields like phone number, email, and language accurate because they can affect messaging and automations.

  • If you need to make broader data changes, use the Contacts area instead.

Troubleshooting

  • If the edit option is missing, confirm your contact permissions.

  • If a field cannot be edited, it may be controlled by an integration or custom object setup.

  • If changes do not appear immediately, refresh the conversation.