Contacts represent individuals associated with an account in the Thena platform. They serve as the key points of communication and relationship management between your organization and your customers.

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Understanding contacts

Core purpose

Contacts provide a structured way to manage relationships with individuals within customer organizations. Each contact can have specific roles, responsibilities, and preferences that help in personalizing interactions.

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Contact roles

Primary roles

• Primary contact: Main decision maker
• Billing contact: Financial matters
• Technical contact: Implementation and support
• Executive sponsor: Strategic relationship

Supporting roles

• Department heads
• Team managers
• Project leads
• Subject matter experts

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Standard fields

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Required fields

NameTypeOptionsComments
Organization IDstringRequiredOrganization the contact belongs to
First NamestringRequiredContact’s first name
EmailstringRequired, Unique per organizationPrimary email address
Contact TypestringRequired, Values: [PRIMARY (default), BILLING, LEGAL, EXECUTIVE, OTHER]Type of contact relationship
Is Marketing ContactbooleanRequired, Default: falseMarketing communication preference
Is ActivebooleanRequired, Default: trueContact’s active status

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Optional fields

NameTypeOptionsComments
Last NamestringOptionalContact’s last name
Phone NumberstringOptionalPhone number with country code
Avatar URLstringOptionalProfile picture URL
MetadatajsonbOptionalAdditional metadata
Customer User IDstringOptional, UniqueAssociated user reference

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System-managed fields

NameTypeOptionsComments
Contact IDbigserialAuto-generatedPrimary key
UIDtextAuto-generatedUnique identifier (ULID)
Created AttimestampAuto-populatedCreation timestamp with timezone
Updated AttimestampAuto-populatedLast update timestamp with timezone
Deleted AttimestampOptionalSoft delete timestamp with timezone

Database types:

  • Organization ID and Customer User ID are stored as bigint in the database
  • First Name, Last Name, Email, Phone Number are stored as text
  • Metadata is stored as jsonb
  • System fields use their respective database types (bigserial, text, boolean, timestamp with time zone)

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Best practices

1

Contact information management

  • Maintain up-to-date contact details
  • Verify email addresses periodically
  • Document communication preferences
  • Track role changes
2

Role assignment

  • Clearly define primary contacts
  • Maintain backup contacts
  • Document role transitions
  • Update access permissions
3

Communication

  • Respect time zones
  • Follow language preferences
  • Maintain communication history
  • Track engagement levels

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API endpoints

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Sample contact

{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john.doe@acme.com",
  "phone": "+1-555-123-4567",
  "type": "PRIMARY",
  "isMarketingContact": false,
  "isActive": true,
  "metadata": {
    "department": "Engineering",
    "title": "CTO",
    "timezone": "America/Los_Angeles"
  }
}

When creating a contact, the system will add additional fields in the response such as uid, createdAt, updatedAt, and accountId.

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Available operations

Accounts overview

Learn about account management

Activities

Track interactions with contacts