Node: Update Contact

The Update Contact node changes one or more values on the active conversation's contact: standard fields (name, email, language, etc.) or custom fields created in your workspace.

When to use it

• An AI agent detects the customer's language and you want to save it on the contact for future conversations.
• A form or a question flow (Ask Question) collects the customer's name, company, or email.
• You need to keep a custom field up to date (e.g. "Plan" or "Last purchase date").

Configuration

The node works with a list of "assignments," each with:

• Field: can be a standard contact field — first name, last name, display name, email, phone, company, notes, language, timezone — or a custom field, picked from your workspace's field list.
• Value: the value to save. Accepts variables, e.g. {{$ai.detected_language}}.

You can add several rows to update multiple fields in the same node. This node requires the automation to have an active contact in context (it comes from a conversation).

Example

A welcome workflow asks for the customer's name and email using Ask Question nodes, then uses an Update Contact node with two rows: first_name = {{$name_answer}} and email = {{$email_answer}}.

Tips

• Custom fields respect their type (number, date, yes/no, text): if you save a value that doesn't match the type, it's ignored instead of breaking the workflow.
• If a field isn't in the standard list and doesn't match a workspace custom field, the node skips it and logs it — double-check the field's spelling.

Troubleshooting

If a custom field doesn't update, confirm the field exists in the workspace and is of type "contact" (not company or deal).