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How To Use FastBots Contacts CRM and AI Enrichment

Learn how to use the Contacts CRM, including search and filters, manual contacts, statuses, tags, notes, exports, webhooks and AI enrichment. AI Contact Enrichment is available on Business plans and above, not on Free or Essential plans. Enriched details are processed on a 30-minute schedule.

Jul 21, 2026●
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See our video overview of how our brand new CRM system works on FastBots.

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Open FastBots, select the chatbot you want to manage, then click Contacts in the left-hand menu.

Open FastBots, select the chatbot you want to manage, then click Contacts in the left-hand menu.
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Use the search box and the Channel, Tags, Status and Date filters to quickly find the contacts you need. Use All, Known and Anonymous to switch between contact types.

Use the search box and the Channel, Tags, Status and Date filters to quickly find the contacts you need. Use All, Known and Anonymous to switch between contact types.
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Click Add Contact to create a record manually. Enter the contact details, choose a status and tags, add an optional note, then click Add Contact.

Click Add Contact to create a record manually. Enter the contact details, choose a status and tags, add an optional note, then click Add Contact.
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Click a contact's name to open the full profile. The overview shows contact details, activity totals, conversations, timeline and enrichment history.

Click a contact's name to open the full profile. The overview shows contact details, activity totals, conversations, timeline and enrichment history.
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Use the status menu and Tags section to organise the contact. Add notes to keep important follow-up context in one place.

Use the status menu and Tags section to organise the contact. Add notes to keep important follow-up context in one place.
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Click Export to download the current contact list. Your active search and filters are applied to the export.

Click Export to download the current contact list. Your active search and filters are applied to the export.
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Open Contact Settings to connect contact-created and contact-updated webhooks to your CRM, Zapier, Make or your own endpoint.

Open Contact Settings to connect contact-created and contact-updated webhooks to your CRM, Zapier, Make or your own endpoint.
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AI Contact Enrichment is available on Business plans and above. It is not included on the Free or Essential plan. If your plan supports it, go to Appearance, select the AI Contact Enrichment tab, then turn the feature on.

AI Contact Enrichment is available on Business plans and above. It is not included on the Free or Essential plan. If your plan supports it, go to Appearance, select the AI Contact Enrichment tab, then turn the feature on.
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Choose which standard fields the AI should collect, including name, email, phone, company and location.

Choose which standard fields the AI should collect, including name, email, phone, company and location.
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Add up to four custom fields when you need extra information such as budget, employee count or service interest. Click Save Changes when your setup is ready.

Add up to four custom fields when you need extra information such as budget, employee count or service interest. Click Save Changes when your setup is ready.
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The enrichment job runs every 30 minutes. Return to the contact profile after processing to review collected details and the Enrichment History.

The enrichment job runs every 30 minutes. Return to the contact profile after processing to review collected details and the Enrichment History.
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Click Configure Emails to choose who should receive an email whenever a new lead is generated. Enter one or more recipient addresses, separated by commas, then click Save.

Click Configure Emails to choose who should receive an email whenever a new lead is generated. Enter one or more recipient addresses, separated by commas, then click Save.