Companies

| Item | Details |

|—|—|

| Who it is for | Agents, administrators |

| Menu location | Left sidebar Companies |

| Plan dependency | Requires the Companies feature; otherwise the menu may be hidden |

Companies group several contacts under one customer organisation — useful in B2B so you can see how often that firm has contacted you.

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1. What problem it solves

Without Companies, you can only note “Acme Ltd” on each contact. With the module:

– Multiple emails ([email protected], [email protected]) attach to the same company

– The company page lists contacts under that firm and related conversation entry points

– Fields such as domain help identification (for example acme.com)

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2. Create and edit

1. Open Companies → All companies.

2. Create a new company; enter a name, and optionally domain, description, and so on (as on the form).

3. Link the contact from the contact detail page, or add contacts from the company page.

4. Search and sort by name / domain when needed.

Prefer the company’s primary domain; do not use consumer mail domains (such as gmail.com), which can cause incorrect grouping.

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3. Relation to conversations and automation

Conversations still happen on contacts. Company is a grouping attribute on the contact. If automation or reports expose a “company” condition, you can route by organisation (as available in your workspace).

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4. Frequently asked questions

No Companies menu?

Your plan does not include the feature. See Billing and usage.

Can companies be created automatically from email domains?

Follow whatever auto-linking the current UI offers; in most cases you assign the company yourself, or write it via import / API.

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Related articles

– Contacts

– Conversation workspace