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

# Contact Management

> Advanced contact management features

## Linking Conversations to Contacts

<Info>
  **Plan availability:** Startup or higher. See [Plans & Billing](/features/settings/plans).
</Info>

### Automatic Linking

Conversations are automatically linked to contacts when:

* Contact's email or phone matches
* Agent identifies them during conversation
* User is logged into their account

### Manual Linking

Link conversations manually:

<Steps>
  <Step title="Open Conversation">
    View the conversation in your inbox.
  </Step>

  <Step title="Click 'Link to Contact'">
    Find the button in the conversation sidebar.
  </Step>

  <Step title="Search or Create">
    Select existing contact or create new one.
  </Step>

  <Step title="Confirm">
    Conversation is linked and appears in contact's history.
  </Step>
</Steps>

## Contact Enrichment

Clarky can automatically enrich contact data:

* Company information
* Social media profiles
* Professional details
* Public data sources

Enable in **Settings > CRM > Data Enrichment**.

## Duplicate Management

Clarky automatically:

* Detects potential duplicates
* Suggests merges
* Prevents duplicate creation

Review and merge duplicates in **CRM > Duplicates**.

## Exporting Contacts

Export contact data:

* CSV format
* Excel spreadsheets
* vCard format
* Custom field selection

Use for:

* Backup purposes
* Migration to other systems
* Email marketing lists
* Reporting and analysis

## Integration with Conversations

When viewing a contact:

* Click to start new conversation
* See suggested responses based on history
* View sentiment trends
* Access all prior interactions

<Card title="Back to CRM Overview" icon="users" href="/features/crm/overview">
  Return to CRM overview
</Card>