Contacts and verified identity

Contacts (under your agent) lists everyone the agent knows: website visitors you sign in, leads who leave their details, WhatsApp and email customers, people you import and those you add through the API. Each contact can have an email, phone, your own user ID, tags and custom attributes — like plan, orders or account manager — and shows all their chats.

Custom attributes

Click Attributes to define the details you track (text, number, yes/no or date). Values arrive from the identity token, CSV imports, the API, or you edit them by hand.

Verified vs. typed-in

A contact is verified when the details come from a source you or the channel vouch for: a signed-in website visitor, a WhatsApp number, an import or the API. Details someone only typed in a chat are never matched to a verified customer's record, so nobody can pretend to be someone else by typing their email.

Sign website visitors in

When a customer is logged in to your site, your server signs a short-lived token (JWT, HS256) with their user ID, email, name and attributes and gives it to the chat. They're verified instantly, their contact is created or updated, and they see their earlier chats on every device.

<script>window.AnytimeReplySettings = { user: { token: "TOKEN_FROM_YOUR_SERVER" } };</script>
<script src="https://anytimereply.com/widget.js" data-agent="YOUR_AGENT_KEY" defer></script>

The secret is under Build → Actions → Verified customers. Full guide with Node.js, PHP and Python code: Identity verification.

What it's used for

• Personal answers — the AI sees the details of verified contacts and can use them, e.g. to tell a Pro customer about Pro features.
• Actions — use {contact.email}, {contact.id} (your user ID), {contact.name}, {contact.phone} or any attribute like {contact.plan} in an action's URL or headers. They're filled from verified records only, never from what the customer types. See Your own API.
• The inbox — the contact's details show at the top of every chat.
• Broadcasts — contacts with a WhatsApp number can receive broadcasts; filter by tag.

Import

Click Import CSV and upload a file with a header row: email, phone, name, external_id (or user_id), tags, and any other column becomes an attribute. Existing contacts are matched by user ID, then email, then phone, and updated.

email,phone,name,external_id,tags,plan
[email protected],+8801711111111,Nadia,u_42,vip,Pro

API

Create, find, update and delete contacts from your own system — see the Contacts API.