Tool integration
Contacts integration for ChatInfra workflows
Implemented contact and address-book connection support for follow-up workflows.
Kind: ToolAvailability: Gated
Gated pending required evidence or permission gate.
What this integration enables
- Help a workflow remember who to follow up with and why.
- Coordinate contact context across messaging or scheduling workflows.
- Keep personal data handling explicit during rollout.
Setup expectations
- Choose one contact source and identify sensitive fields.
- Define when the workflow can read, suggest, or update records.
- Review privacy boundaries before adding more sources.
Related guides and next steps
Need help with Contacts?
Tell us the first workflow, channel, or tool boundary you want to support. We can recommend a setup plan and launch scope for this integration.