Quick Answer

Click the Profile icon in any chat thread's top-right toolbar, then hit the Pencil icon beside the contact name in the Contact Details side panel.

1. Step-by-Step: Open and Edit Contact Details

1. Log in to your MyOperator web panel.
2. In the left navigation, click Chat (or WhatsApp) to open the Chat workspace.
3. Select any active, assigned, or resolved conversation from your inbox list.
4. In the conversation window, click the Profile / Person icon (👤) located in the top-right toolbar to open the Contact Details side panel.
5. At the top of the side panel, click the Pencil / Edit icon (✏️) next to the displayed contact name.
6. Edit any Basic Information or Custom Field shown.
7. Click Save to commit your updates.

2. What's Inside the Contact Details Side Panel

The panel is divided into three clearly labelled areas:

• Header: Shows the Contact Name with a direct Edit (✏️) shortcut.
• Basic Information – Phone (primary number), User ID, Email, Marketing Opt-In toggle, and Source (API, Inbound Chat, CTWA Ad, etc.).
• Custom Fields & Attributes – Tags (e.g., VIP, Hot Lead, Payment Pending), Location, Secondary Phone Number, DOB, Follow-up Date, and any user-defined Selected attribute.

3. Automatic System Syncing

Every change you save in the side panel is immediately written to the centralized Contacts database. Updated fields and newly assigned tags are instantly available for Filters and Broadcast Campaign targeting.

4. Escalation Rules & Boundaries

• Escalate to your Account Manager when you need to log UI/UX feedback or request additional custom contact fields.
• Our support team will escalate to Tech Support if the Profile icon does not open the side panel or if saving edits fails because of a backend database sync error.

5. Need Help?

You can reach MyOperator Support at +91 81029 81029 or email support@myoperator.com.

Keywords

edit contact, chat workspace, Profile icon, Pencil icon, marketing opt in, custom fields, tags, MyOperator Contacts, support phone