Product Guides
Tutorials, Videos and tips to get up to speed and get work done.
How to Use Clickable Participant Profiles & Contact Pinning
You’ve probably been there-needing a colleague’s email mid-conversation or trying to remember which company a client belongs to. Switching tabs to find this info breaks flow and delays responses.
Clariti’s clickable participant profiles and contact pinning keep everything within reach. With a single click, view full contact details or pin frequently used contacts to the top—so you spend less time searching and more time communicating.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Access detailed contact information directly from any conversation.
- Pin or unpin contacts for quick access.
- Invite new contacts and see them automatically pinned to your list.
Detailed Sections
How-To: Access Contact Information
Need to check someone’s email or company without leaving the chat? You can view it instantly.
Steps:
- In any chat, click the recipient’s profile or the “Show Contact Information” icon.
- A right-side panel opens showing their details: name, circle, company, and email.
- Click the close icon to return to your conversation.
Tips: Accessing contact details directly from a conversation reduces back-and-forth and keeps collaboration flowing smoothly.
How-To: Pin or Unpin Contacts
Keep your most-used contacts always visible by pinning them to the top of your list.
Steps:
- In the conversation window, click the pin icon beside a contact’s name.
- A solid pin means the contact is pinned; click again to unpin (the icon becomes hollow).
- Pinned contacts appear at the top of your Contacts/DM sidebar for quick access.
Tips: Pinning helps prioritize frequent collaborators, so you don’t have to scroll through long contact lists during busy days.
How-To: Invite and Auto-Pin New Contacts
New teammate or client joining? Invite them directly from your contact list—Clariti will handle the rest.
Steps:
- Go to Contacts/Direct Messaging
- Click “ New Contact” from the right panel
- Type the person’s email (e.g., James@clariti.app) and click Send.
- Once invited, the contact appears in your list and is automatically pinned for easy follow-up.
Tips: Auto-pinning ensures that every new invite stays visible-perfect for onboarding, follow-ups, or tracking external collaborations.
Supplementary Links
- Clariti Features Overview: Video Conference Software
- Related Tutorial: Hybrid Conversations
With Clariti’s contact profiles and pinning, every connection stays within context no extra tabs, no lost details, just conversations that flow naturally.
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