How do I promote an ephemeral contact to a curated contact?

Feature coming soon: Single customer view. This feature is currently available in select regions.

You can promote an ephemeral, or temporary, contact to be a curated contact.

In an active interaction with a new unlinked contact, follow these steps:

  1. Search for the contact.
  2. If your search does not find the contact, create a new contact.
  3. When you save the new contact, it is a curated contact.