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Overview

Contacts stores information about people who call, text, chat with, or email your AI agents. Build a database of customers with names, emails, phone numbers, company info, and conversation history. Contacts are created automatically from incoming communications or manually.
Contacts list

Your contact database with search, tags, and conversation history

Contact detail view

Click a contact to view their profile and conversation history

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Contact Features

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Automatic Creation

When someone new contacts you:
  • A contact is automatically created
  • Phone number or email is saved
  • Name added if mentioned during conversation
  • All communications linked to this contact

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Email Enrichment

When an email arrives from a new sender:
  • Contact data is automatically looked up (company, phone, job title, LinkedIn, Twitter)
  • If the sender already exists as a phone contact, their record is updated with email data
  • No duplicates created — phone and email contacts are automatically merged

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Contact Information

Each contact can include:

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Conversation History

Every contact shows their complete communication history:
  • All phone calls (with recordings)
  • All SMS/MMS messages
  • All chat conversations
  • All email threads
  • Timestamps and duration

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Managing Contacts

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Viewing Contacts

  1. Go to Contacts from the main navigation
  2. See all contacts in a card list view
  3. Search by name, phone, or email
  4. Each card shows avatar, name, phone, email, and company

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Editing a Contact

Click on any contact card to open the edit form:
  • Update name, email, phone, company, job title, address
  • Add notes
  • Social profile links (LinkedIn, Twitter, Facebook)
  • Save changes with the footer button

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Quick Actions

Each contact card has quick action buttons:
  • Call — Start an outbound call to this contact
  • Text — Open SMS composer
  • Delete — Remove the contact (with confirmation)

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Creating Contacts

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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
  • An email arrives from a new sender
The AI agent may capture additional info:
  • Name (if caller provides it)
  • Email (if collected in conversation)
  • Other details mentioned

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Manual Creation

Create contacts manually:
1

Go to Contacts

Navigate to Contacts from main nav.
2

Click Add Contact

Click the + Add Contact button.
3

Enter Information

Fill in the contact details:
  • First name and last name
  • Phone number
  • Email
  • Company and job title
  • Address
  • Notes
4

Save

Click Save Contact.

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Bulk Import

Import multiple contacts at once:
  1. Go to Contacts
  2. Click Import CSV
  3. Upload a CSV file
  4. Map columns to fields
  5. Review and confirm
CSV Format:
Required columns:
  • phone - Phone number (E.164 or local format)
Optional columns:
  • name - Full name or first name
  • email - Email address
  • company - Company name
  • notes - Any notes

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Searching Contacts

Use the search bar to find contacts by:
  • Phone number (full or partial)
  • Name
  • Email
  • Company name

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Deleting Contacts

Deleting a contact removes their information. A confirmation dialog will appear before deletion.
To delete:
  1. Click the Delete button on the contact card
  2. Confirm deletion in the modal

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Integration with Other Features

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Inbox

When viewing a conversation:
  • Contact info shown in conversation header
  • Avatar, name, job title, and social links displayed
  • All conversations linked to that contact

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Outbound Calls

Use contacts for outbound calls:
  1. Click the Call button on any contact card
  2. AI agent calls with contact context

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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

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HubSpot Sync

With HubSpot connected:
  • Create contacts in HubSpot via agent tools
  • Search HubSpot contacts during calls
  • Add notes to HubSpot contact records

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API Access

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List Contacts

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Create Contact

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Update Contact

Contacts API

Full API documentation

Inbox

View contact conversations

Email Integration

Email contact enrichment