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Client (Contact) Management

Description

Manages the Client entity — the platform's representation of an end customer — including contact details, identifiers, tags, and history links. Clients can be created manually, imported in bulk, or resolved automatically from inbound contact events.

Canonical use case

When an unknown number calls in, the platform creates a new Client record and links it to the Conversation; the agent can then enrich the record during the call and the data persists for future interactions.

Open Items

  • [ ] Canon alignment — populate canon_axiom_refs or confirm no existing axiom applies
  • [ ] Dependency assessment — set dependencies_assessed: true once SA has reviewed the full chain
  • [ ] effort_estimate — replace 0 with rough engineering days (order of magnitude)
  • [ ] public_description — write the public-facing description before publishing