Contacts and Companies
Manage customer identity, metadata, history, and account context.
Contacts and Companies
Contacts represent people who interact with support. Companies group contacts under an account or organization.
Contact Identity
Contacts can be created by:
- inbound email
- widget identify calls
- public form submissions
- API upserts
- imports and integrations
- manual dashboard edits
Contact Fields
| Field | Description |
|---|---|
email | Primary email address. |
name | Display name. |
phone | Optional phone number. |
external_id | Stable ID from your product or CRM. |
company | Company name when a company record is not linked. |
company_id | Linked company record. |
job_title | Role or title. |
metadata | JSON context, such as plan, MRR, tenant ID, or product usage. |
Recommended Identity Strategy
Use external_id whenever your app has a stable customer ID. Use email as a fallback, not the only durable key.
jsRogerIQ("identify", { email: "ada@example.com", name: "Ada Lovelace", external_id: "cus_123", plan: "enterprise"});
Companies
Companies are useful for B2B support. They give agents account-level context and make it easier to group contacts that share the same plan, domain, or customer success owner.
Put small, frequently used values in first-class fields. Put product-specific values in metadata.