How to manage Contact and Contact Group in Bold Agent

Contacts in Bold Agent help you control who can access and interact with your agents, while keeping workspace access secure and well organized. By using Contacts and Contact Groups, you can scale access efficiently and ensure each user has the appropriate level of permission.

This article explains:

• How to add and edit contacts
• How to create, edit, and manage contact groups

Add a Contact

Follow these steps to add a contact to your Bold Agent workspace:

• Sign in to Bold Agent.
• In the left navigation panel, select Contacts.
• Select Add Contact.

• In the Add Contact dialog, provide the following information:
  • Name (required): The contact’s full name
  • Display Name (required): The name shown throughout Bold Agent
  • Email (required): The contact’s email address
• (Optional) Provide additional details:
  • Phone Number
  • Contact Groups: Assign the contact to one or more groups
  • Hub Access: Choose Yes or No based on access requirements
• Select Add.

Once added, the contact appears in the Contacts list.

Edit a Contact

You can edit a contact to update personal information, Hub access, or contact group assignments.

Steps to Edit a Contact

• Choose the contact you want to update.
• Select the Actions (⋯) menu next to the contact.

• Select Edit.

• Update the required details, such as:
  • Name
  • Display Name
  • Phone Number
  • Hub Access
  • Contact Groups
• Select Save to apply the changes.

The updated information is immediately reflected in the Contacts list.

Note: From the same Actions menu, you can also view the contact profile, resend verification emails, convert the contact to a member (if applicable), deactivate, or delete the contact.

Create a Contact Group

Contact Groups allow you to organize contacts into reusable lists for easier access management.

• In the left navigation panel, select Contacts > Contact Groups
• Select Create Contact Group.

• Enter the following details:
  • Group Name (required)
  • Description (optional)
• Select Create.

The contact group is added to the Contact Groups list.

Add Contacts to a Contact Group

• Navigate to Contacts > Contact Groups.
• Select the group you want to manage.
• Under Assigned Contacts, select Add Contact.

• In the dialog:
  • Open Select Contacts
  • Choose one or more contacts and click Add

• Select Save

The selected contacts are added to the group.

Edit a Contact Group

Editing a contact group allows you to update the group name or description to keep your contact organization accurate.

Steps to Edit a Contact Group

• Choose the group you want to edit.
• Select the Actions (⋯) menu next to the group.

• Select Edit.

• In the respective contact group page you can able to add contact and update the group Name and Description.
• Select Save.

The updated group information is immediately reflected in the Contact Groups list.

Remove a Contact from a Group

• Open the contact group.
• Under Assigned Contacts, select the Remove (✕) icon next to the contact you want to remove.

The contact is immediately removed from the group.