Darwin AI — Contacts

URL: https://app.getdarwin.ai/ou/{orgId}/contacts

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1. Page Structure

1.1 Header

• Title: "Contacts" (heading level 5)

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2. Top Action Bar

2.1 Filters and Search

Element	Type	Description
Search conversations...	Textbox	Text search field (placeholder: "Search conversations...")
Period selector	Button dropdown	Filter by date range (e.g., "Apr 15, 2026 – Jul 14, 2026") with a calendar icon
Lead activity	Dropdown	Filter by lead activity level
Filters	Button with badge	Opens the advanced filters panel. The badge shows the number of active filters (e.g., "0")

2.2 Active Filters (Chips)

When a filter is active, it appears as a removable chip below the bar:

Element	Description
Activity Date Range	Chip showing the applied date range (e.g., "4/15/2026 – 7/14/2026") with an (x) button to remove it

2.3 Bulk Actions

Action	Type	Description
Saved Views	Button	Opens a dropdown with previously saved filter views
Export CSV	Button	Exports the visible contact list to a CSV file
Reprocess custom fields	Button (disabled)	Exclusive to Darwin users. Reprocesses the contacts' custom fields
Columns	Button	Manages the visibility of the table columns (show/hide)

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3. Contacts Table

3.1 Default Columns

Column	Description
Checkbox	Select contact(s) for bulk actions. The header checkbox selects all
Name	Contact name or identifier (e.g., phone number) with a platform icon
Type	Interaction type: Inbound or Outbound (campaign)
Status	Contact's current status (e.g., "CLOSED")
Channel	Communication channel + assigned user (e.g., "Raphael Porto [ChatUI]")
Lead	Lead identifier on the channel
Pipeline	Pipeline associated with the contact (or "-" if none)
Stage	Current pipeline stage (stage number)
Created at	Contact creation date/time
Transferred to	Who the contact was transferred to (or "-")
Transferred at	Transfer date/time (or "-")
Next follow-up	Date/time of the next scheduled follow-up (or "-")
Last lead response	Date/time of the lead's last interaction
Source	Lead source: Organic, Campaign, etc.

3.2 Custom Columns (Custom Fields)

Columns with the ✨ prefix indicate user-defined custom fields:

Custom Field Examples
✨ nombre del cliente
✨ Client ID
✨ Inmueble
✨ Email

3.3 Contact Row (Structure)

Each table row is clickable and contains:

• Selection checkbox
• Platform icon + name/ID
• Type with a visual badge (Inbound/Outbound)
• Status as text
• Channel with user avatar + name
• Lead identifier
• Pipeline (or "-")
• Numeric stage
• Formatted dates (DD/MM/YYYY HH:mm)
• Source
• Custom fields (or "-" when empty)

3.4 Interaction Types

Type	Description
Inbound	Lead who initiated contact with the company (spontaneous entry)
Outbound	Lead proactively contacted via a campaign

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4. Pagination (Table Footer)

Element	Description
Total conversations	Displays the total count (e.g., "Total conversations: 1")
Current range	Range displayed (e.g., "1–1 of 1")
Previous page	Button (disabled on the first page)
Next page	Button (disabled on the last page)

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5. Available Actions

Per Individual Contact

Action	Description
Click the row	Opens the contact detail
Select checkbox	Selects for bulk actions

Bulk Actions

Action	Description
Export CSV	Exports selected/filtered contacts
Change columns	Customize which columns are visible

Saved Filters

Action	Description
Save view	Saves a combination of filters for future use
Load view	Applies a previously saved view

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6. Relationships with Other Modules

Module	Relationship
Conversations	Each contact has associated conversations
Pipelines	Contacts can be in pipeline stages
Channels	Source channel through which the contact came in
Campaigns	Outbound contacts originate from campaigns
Workforce	Workers manage interactions with contacts
Reports	Contact data feeds metrics