Contacts and CRM

Free

Know who you are talking to

A contact record for every customer, beside every conversation

DChat files each customer under a contact, with their details, the attributes your team cares about, internal notes and every conversation they have had. Agents see the contact next to the chat, so nobody asks for the same account number twice.

Contacts are free on every edition, with unlimited agents. This page describes the ASP.NET Core edition of DChat 2.0.6; the separate Web Forms package does not include the 2.0.5 or 2.0.6 additions.

Custom attributes

Define the fields your business needs, such as plan, renewal date or VIP, and fill them in from the contact or the conversation.

Notes and history

Notes that only agents see, and a list of every conversation the contact has had, across channels.

Segments

Save a filter as a segment and come back to the same list of contacts later.

Search and filter every contact

Search by name, email, phone or company, pick a saved segment, and import or export the list as CSV.

DChat contacts list with search, segment and sort controls, and Attributes, Import CSV and Export CSV buttons

The whole picture on one page

Profile, custom attributes, labels, agent-only notes and the contact's conversations sit together.

DChat contact page showing profile details, custom attributes, an agent note and the contact's conversation list

Included

  • Name, email, phone, company, location and country on each contact
  • Custom attributes you define
  • Labels on contacts
  • Agent-only notes
  • Up to 100 saved segments
  • Merge duplicate contacts into one
  • CSV import of up to 5,000 rows at a time
  • CSV export of up to 50,000 rows

Good to know

  • Company is a text field on the contact; there is no separate company record.
  • There is no activity timeline beyond notes and the conversation list.

New in 2.0.6

Files, variables and a complete erase

All of these are free on every edition.

Free

Files on the contact page

Every file a contact sent or received, across all their conversations, with type, size, sender, time and a link to the conversation.

Free

Contact details in replies

Canned responses and away replies can insert {{contact.name}}, {{contact.email}}, {{contact.phone}} or any contact attribute.

Free

A complete privacy erase

Erasing a person now also removes their contact records and channel identities, so their next message starts a new, unlinked contact. Conversation status, times, agent and rating are kept, so reports stay accurate.

Free

Merge conversations too

Beside merging duplicate contacts, two conversations can now be merged into one. See Conversation Management.

Files

All attachments for one contact, with the conversation each came from.

DChat contact page Files table listing a text file and a PNG image sent by the customer, with size, time and conversation number

Questions we get asked

Are contacts part of a paid tier?

No. Contacts, custom attributes, notes, segments, merging and CSV import and export are all in the free Community edition.

Can I import my existing customer list?

Yes. Import a CSV of up to 5,000 rows at a time, and export up to 50,000 rows.

What happens when the same person appears twice?

Merge the two contacts. The result keeps one record for that customer.

Keep customer context on your own server

Contacts live in your own SQL Server database beside your conversations, free with unlimited agents.

Self-hosted customer support software

Deploy live chat on your own terms, not on someone else's pricing model.

DChat gives you the installable server, web dashboard, website widget, and desktop agent tools in one self-hosted product, with live chat free to run, and an AI agent that answers, acts with the approvals you set and hands off to your team when you want one. Run it on infrastructure you trust, on the model you choose.

Deployment

Install on Windows or Linux, behind IIS or Nginx, in a VM, or in Docker if that fits your stack.

Commercial model

Live chat is free with unlimited agents. Premium, with the AI agent, is billed per agent per month, never per conversation.

AI Flexibility

Run the AI agent on a local Ollama model, or connect OpenAI and Anthropic with your own provider accounts.