The Contacts module acts like a Mini CRM where you can store and manage your entire customer/contact database. A contact represents a phone number:
  • Incoming call: A number from which an incoming call is received by the AI agent.
  • Outgoing call: A number to which the AI agent makes an outgoing call.
Contacts store key information like:
  • Name
  • Email ID
  • Phone Number
  • Custom properties: Text, Numbers, Address, Date, or URLs.
These details help the AI agent identify who it is talking to during live calls and automatically reference this data wherever required.
If a new contact calls the AI for the first time, a contact is created automatically.

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Adding a Single Contact

To add a single contact:
  1. Click on the Add contact button.
  2. Fill in the contact’s information:
    • Name: Contact’s full name.
    • Phone: Contact’s phone number.
    • Email: Contact’s email address.
  3. If required, add additional properties by selecting:
    • Text
    • Number
    • Address
    • Date
    • URL
    • Checkbox
  4. Click Add contact to save.

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Importing Contacts

The import feature allows users to upload multiple contacts using a CSV or XLS file. Follow these steps:

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1. Upload File

  • Prepare a CSV or XLS file containing contact details.
  • Click on Import contacts.
  • Upload the file.

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2. Map Fields

  • Once the file is uploaded, match the columns in your file to the respective contact properties.
    • Example:
      • Name -> Column A
      • Phone -> Column B
      • Email -> Column C
  • Review and confirm the field mapping.

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3. Preview & Upload

  • After mapping fields, preview the contacts to verify the data.
  • Click Upload to add all contacts.
  1. Only CSV and XLS file formats are supported for bulk import.
  2. Ensure that the file does not contain blank rows or invalid formatting.
  3. Bigger files may take more than 10 minutes to upload.