> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client chats and contacts

> Talk to clients in Chats and add more people from the client's side to a conversation. Every contact can reply in the portal or by email.

**Chats** is where you and your team message clients in real time. A client conversation starts with one client, the primary client. You can add more people from the client's side, such as a colleague or a manager, so everyone works in the same thread.

Open **Chats** from the **Help Desk** section of the left sidebar.

## Client contacts

Open a client conversation and its **Details** panel. The **Client contacts** section lists everyone on the client side of the thread:

* The primary client, marked **Primary**.
* Each contact you added, with their email address.

![Client contacts section in the Details panel of a chat](https://mintcdn.com/agencyhandy-36ccbd64/_qc_CntKLDGGA-Iy/images/chats/client-contacts-panel.png?fit=max\&auto=format\&n=_qc_CntKLDGGA-Iy\&q=85\&s=e918ac4fdea51b7746178e2ca3d6610a)

### Add contacts

**1. Open the dialog**

In **Client contacts**, click **Add contact**.

**2. Find the people to add**

Search by name or email. The list shows people from the primary client's company first, under **From** and the company name. Other clients of your workspace follow under **Other clients**. People already on the thread don't appear.

**3. Add them**

Select one or more people and click **Add**.

![Add contact dialog with people from the client's company listed first](https://mintcdn.com/agencyhandy-36ccbd64/_qc_CntKLDGGA-Iy/images/chats/add-contact-dialog.png?fit=max\&auto=format\&n=_qc_CntKLDGGA-Iy\&q=85\&s=f13bd5e3ad31d8080fcfa9ef80ea917f)

### Remove a contact

Click the **×** next to a contact and confirm. The contact loses access to the conversation right away. You can't remove the primary client.

### Limits

* A conversation can have up to 20 contacts.
* A contact must already be a client in the same workspace. To add someone new, first create them as a client in **Clients**.

## Who can manage contacts

| Role | Can add and remove contacts |
| - | - |
| Workspace admins | Yes |
| Team members assigned to the conversation | Yes |
| Other team members | No |
| Clients | No |

## How contacts take part

* **Email notifications.** Every contact gets each new message by email.
* **Reply by email or in the portal.** A contact can answer the email or open the chat in their client portal. An email reply appears in the same conversation, posted as that contact.
* **Unknown senders are ignored.** Replies from an email address that isn't on the thread are not posted.
* **Shared unread count.** Everyone on the client side of the thread shares one unread count.

## Privacy

* A client only sees the conversations they're on. Adding someone to one conversation doesn't give them access to the client's other conversations.
* Clients don't see each other's email addresses. In the portal, other contacts appear only by name and avatar.

> [!TIP]
>
> To see what contacts see in their portal, read [Chatting with your agency](https://docs.agencyhandy.com/client/chat.md).


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