Contacts

Overview

Contacts are a special kind of Object used to represent people that your organization interacts with. They enable structured person-level data that supports relationships, Agentic Workflows, permissions, reporting, and API-based integrations.

While Contacts behave similarly to other Objects in many areas of the platform, they also have additional specialized system behaviors related to communication, consent, and messaging.

Contacts Mastery Checklist

Explore the following topics to understand how Contacts are defined and used in the platform.

Core Knowledge

• What a Contact represents and

• When to use Contacts instead of a standard Object

• What makes Contacts unique compared to other Objects in the platform

• How Contacts fit into Kizen's overall data model and communication architecture

Contact Features

• How to create and manage Contact Records

• How default and custom Contact fields affect communication and behavior

Configuration & Data Model

• How Contacts define schemas and supported fields

• How Contact identifiers work (Email vs. Record name for Objects)

• How Contact-specific fields such as Email Status, Tags, and Time Zone function

Relationships

• How Contacts relate to other Contacts and Objects

• How Contact relationships impact visibility and collaboration

• How relationship types behave consistently between Contacts and Objects

Access & Control

• How permissions affect creating, viewing, and modifying Contacts

• How messaging permissions differ from Standard Object permissions

• How access to Contact data impacts communication capabilities

Agentic Workflows

• How Contact events trigger Agentic Workflows (Topic Coming Soon)

• How Contact-specific triggers (such as tag changes, email received, and website activity) behave (Topic Coming Soon)

• How Contact-specific actions (send email, send text) work in Agentic Workflows (Topic Coming Soon)

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What’s Next

Next, check out Contacts Core Concepts where we’ll go deeper into the foundational mechanics of Contacts, including identifiers, required fields, email status behavior, system fields, messaging architecture, and how Contacts differ structurally from Objects.

Related Topics

• Contacts Core Concepts

• Contact Data Model

• Contact Permissions

• Objects

• Records