The “Contact info panel” in Inbox gives you a complete view of the customer you’re chatting with. It surfaces essential details like contact info, labels, remarks, lists, and other linked data — all in one place.
This feature is especially useful for support agents, account managers, and sales teams who need quick access to customer context while chatting.
In this article, we will guide you through how to access and use the Contact Information Panel.
Benefits and use cases
With the “Contact info panel”, you can stay focused and respond faster — all without leaving the conversation. Here’s how it helps:
Pain points solved:
- See customer context at a glance: View contact details, labels, and internal remarks without switching tabs.
- Speed up your responses: No more toggling between tools or digging through records.
- Understand past interactions quickly: Remarks and labels help surface what’s been done before.
- Access internal & external data in one place: From order history to custom object fields and related tickets.
Common use cases:
- Resolve support inquiries efficiently: Review contact history and notes mid-conversation.
- Prioritize leads based on context: Check properties, tiers, and past engagement before replying.
- Manage customers with confidence: Use labels and lists to tailor your approach for high-value contacts.
Accessing “Contact info panel” within conversations
ℹ️ Note: This panel is only visible if your workspace role includes Access Contacts page permission. If this permission is not granted, the contact name and info icon will not be clickable.
For more information about access control, refer to our Help Center article on Roles and permissions.
You can follow the steps below to access the “Contact info panel” within a conversation:
- In a conversation, click the
icon
- The “Contact info panel” will slide open on the right
In the “Contact info panel”, you can access the following sections:
-
Contact details: By clicking the
icon, you can view contact details related to this person, including: - Contact info: Displayed at the top of the panel, including phone number and email address
- Remarks: Underneath the “Contact info”, you can view or add remarks about the contact
- Labels: Under “Remarks”, you can see all contact labels applied to this contact.
- Lists: In the “List” section,, you can view which contact lists this contact belongs to.
- Contact property: You can scroll down to view contact properties, such as first name, contact owner, and more.
-
Tickets: By clicking the
icon, you can access other support tickets linked to this contact. -
Custom object data: By clicking the
icon, you can view linked data if configured (e.g. subscription details, loyalty tier). -
E-commerce data: By clicking the
icon, you can see order or customer history from integrated platforms like Shopify. -
Media: By clicking the
icon, you can browse files and media exchanged in the