Contact Management
The Contacts feature provides a centralized way to manage all your contacts across the workspace. Contacts are automatically enriched in call history, making it easy to identify who you're calling.
Manage your contacts: Open the Contacts page in the Edesy Platform to upload and manage contacts.
Key Features
- Centralized Contact Database: All contacts in one place, organized by contact lists
- Call History Enrichment: Contact names automatically appear in call history
- Bulk Upload: Import thousands of contacts via CSV
- Search & Filter: Quickly find contacts by name, phone, or email
- Contact Lists: Organize contacts into logical groups
How It Works
┌─────────────────────────────────────────────────────────┐
│ Contact Flow │
├─────────────────────────────────────────────────────────┤
│ │
│ CSV Upload ──► Contact List ──► Contacts Database │
│ │ │
│ ▼ │
│ Outbound Call ◄────────────── Phone Lookup │
│ │ │ │
│ ▼ ▼ │
│ Call History ◄───────────── Contact Name Enrichment │
│ │
└─────────────────────────────────────────────────────────┘
Getting Started
- Navigate to Contacts: Go to Automation → Contacts in the sidebar
- Create a Contact List: Click "Upload Contacts" and create a new list
- Upload Contacts: Import your contacts via CSV
- Make Calls: Contacts will automatically appear in call history
Contact Lists vs Contacts
| Concept | Description | Example |
|---|---|---|
| Contact List | A group/collection of contacts | "Q1 Sales Leads", "Support Customers" |
| Contact | Individual person with phone, name, email | John Doe, +919876543210 |
A contact belongs to one contact list, but the same phone number can exist in multiple lists.
Phone Number Format
All phone numbers are normalized to E.164 format:
| Input | Normalized |
|---|---|
9876543210 |
+919876543210 |
09876543210 |
+919876543210 |
919876543210 |
+919876543210 |
+919876543210 |
+919876543210 |
This ensures consistent matching between contacts and call history.
Next Steps
- Uploading Contacts - Learn how to import contacts
- Managing Contacts - Search, filter, and delete contacts
- Call History Enrichment - How contacts appear in call history
Ready to upload contacts? Open the Edesy Platform to get started.