Overview
Contacts stores information about people who call, text, or chat with your AI agents. Build a database of customers with names, emails, notes, and conversation history. Contacts are created automatically from incoming communications or manually for outbound campaigns.
Automatic Creation
When someone new contacts you:
- A contact is automatically created
- Phone number is saved
- Name added if mentioned during conversation
- All communications linked to this contact
Each contact can include:
| Field | Description | Auto-Populated |
|---|
| Phone Number | Primary phone (E.164 format) | ✓ |
| Name | First and last name | Sometimes |
| Email | Email address | ✗ |
| Company | Organization name | ✗ |
| Notes | Free-form notes | ✗ |
| Tags | Labels for organization | ✗ |
| Created | When contact was added | ✓ |
| Last Contact | Most recent communication | ✓ |
Conversation History
Every contact shows their complete communication history:
- All phone calls (with recordings)
- All SMS/MMS messages
- All chat conversations
- Timestamps and duration
- AI summaries
- Go to Contacts from the main navigation
- See all contacts in a list view
- Search by name, phone, or email
- Filter by tags or date
Each contact row shows:
- Avatar (auto-generated or uploaded)
- Name (or phone number if no name)
- Phone number
- Last contact date
- Tags (if any)
Click a contact to see:
- All contact information
- Complete conversation history
- Quick actions (call, text, edit)
- Timeline of interactions
Automatic Creation
Contacts are created automatically when:
- Someone calls your agent for the first time
- Someone texts your number for the first time
- Someone starts a chat session
The AI agent may capture additional info:
- Name (if caller provides it)
- Email (if collected in conversation)
- Other details mentioned
Manual Creation
Create contacts manually for:
- Importing existing customer lists
- Preparing outbound call campaigns
- Adding leads from other sources
Go to Contacts
Navigate to Contacts from main nav.
Click Add Contact
Click the + Add Contact button.
Enter Information
Fill in the contact details:
- Phone number (required)
- Name
- Email
- Company
- Notes
Bulk Import
Import multiple contacts at once:
- Go to Contacts
- Click Import
- Upload a CSV file
- Map columns to fields
- Review and confirm
CSV Format:
phone,name,email,company,notes
+16045551234,John Smith,[email protected],Acme Corp,VIP customer
+16045555678,Jane Doe,[email protected],,Interested in premium
phone - Phone number (E.164 or local format)
Optional columns:
name - Full name or first nameemail - Email addresscompany - Company namenotes - Any notestags - Comma-separated tags
- Open the contact
- Click Edit
- Modify any fields
- Save changes
Adding Notes
Keep track of important information:
- Open the contact
- Scroll to Notes section
- Add or edit notes
- Notes are saved automatically
Example notes:
- Prefers morning appointments
- Referred by John S.
- Interested in premium plan
- Follow up next week
- Open the contact
- Click in the Tags field
- Type a tag name
- Press Enter to add
- Click X to remove tags
Common tags:
VIPLeadCustomerDo Not CallProspectCallback
Searching and Filtering
Quick Search
Use the search bar to find contacts by:
- Phone number (full or partial)
- Name
- Email
- Company name
- Notes content
Advanced Filters
Filter the contact list by:
| Filter | Options |
|---|
| Tags | Select one or more tags |
| Created Date | Date range |
| Last Contact | Date range |
| Has Email | Yes/No |
| Call Count | Number range |
Saved Filters
Save frequently used filter combinations:
- Apply your filters
- Click Save Filter
- Name the filter
- Access from dropdown
Hover over a contact to see quick actions:
- Call - Start an outbound call
- Text - Open SMS composer
- View - Open contact detail
Available actions:
- Call - Initiate outbound call with AI agent
- Text - Send SMS message
- Edit - Modify contact info
- Delete - Remove contact permanently
- View History - Jump to conversation history
Integration with Other Features
Inbox
When viewing a conversation:
- Click the contact name to view full profile
- Contact info shown in conversation header
- Add notes directly from inbox
Outbound Calls
Use contacts for outbound campaigns:
- Create or import contacts
- Go to Phone → Make a Call
- Select from contacts or enter number
- AI agent calls with contact context
Call Context
When a known contact calls:
- Agent sees their name
- Agent has access to conversation history
- Previous notes available for context
- Personalized greeting possible
CRM Integration
HubSpot Sync
With HubSpot connected:
- Contacts sync bidirectionally
- New contacts created in HubSpot automatically
- Updates flow in both directions
- Call logs added to contact timeline
Other CRMs
Via MCP integrations:
- Salesforce
- Pipedrive
- Zoho CRM
- Custom CRMs via API
Data Management
Merging Duplicates
If you have duplicate contacts:
- Identify duplicates (same phone/email)
- Open one contact
- Click Merge
- Select the duplicate to merge
- Review combined data
- Confirm merge
Deleting a contact removes all their information but preserves conversation history (calls, texts) for compliance.
- Open the contact
- Click Delete
- Confirm deletion
Export your contact database:
- Go to Contacts
- Apply any filters (or select all)
- Click Export
- Choose format (CSV)
- Download file
Privacy & Compliance
Data Retention
- Contact records retained until manually deleted
- Conversation history retained per retention policy
- Export available for data portability
Opt-Out Handling
When someone texts “STOP”:
- Contact is automatically tagged
opt-out
- No further automated messages sent
- Manual messaging still possible (with caution)
Do Not Call
Mark contacts who shouldn’t be called:
- Open the contact
- Add tag
Do Not Call
- Agent will not make outbound calls
API Access
curl -X GET "https://mtxbiyilvgwhbdptysex.supabase.co/functions/v1/list-contacts" \
-H "Authorization: Bearer YOUR_API_KEY"
curl -X POST "https://mtxbiyilvgwhbdptysex.supabase.co/functions/v1/create-contact" \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"phone": "+16045551234",
"name": "John Smith",
"email": "[email protected]"
}'
curl -X POST "https://mtxbiyilvgwhbdptysex.supabase.co/functions/v1/update-contact" \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"contact_id": "uuid-here",
"name": "John Smith Jr.",
"tags": ["VIP", "Customer"]
}'
