Managing Contacts

The Contacts page provides tools to view, search, filter, and manage all contacts in your workspace.

Manage contacts: Open the Contacts page to search, filter, and organize your contacts.

Accessing Contacts

Navigate to Automation → Contacts in the sidebar.

Contacts Table

The table displays all contacts with the following columns:

Searching Contacts

Use the search box to find contacts by:

• Name: Partial or full name match
• Phone: Full or partial phone number
• Email: Email address

Search is case-insensitive and updates results as you type.

Search Examples

Filtering by Contact List

Use the Contact List dropdown to filter contacts:

• All Lists: Show contacts from all lists
• Specific List: Show only contacts from selected list

This helps when you want to manage contacts from a specific campaign or source.

Bulk Actions

Selecting Contacts

• Select All: Click the checkbox in the header row
• Select Individual: Click checkboxes on specific rows
• Selection Count: Shows "X contacts selected" when active

Deleting Contacts

1. Select contacts using checkboxes
2. Click "Delete Selected" button
3. Confirm in the dialog
4. Contacts are permanently removed

Note: Deleted contacts are removed from the contact list and won't appear in future call history enrichment. Historical call records are not affected.

Pagination

For workspaces with many contacts:

• Page Size: 50 contacts per page
• Navigation: Use "Previous" and "Next" buttons
• Count: Shows "Showing X to Y of Z contacts"

Refreshing Data

Click the refresh icon (circular arrow) next to the filter dropdown to reload the contacts list.

Contact Details

Currently, the contacts table shows summary information. For full details:

1. Custom Fields: Stored but displayed in campaigns when using variables
2. Campaign Usage: Check campaign analytics for call history
3. Call History: Go to Insights → Call History to see calls made to contacts

Managing Contact Lists

Contact lists are created during upload. To manage lists:

Creating a New List

1. Click "Upload Contacts"
2. Select "Create New Contact List"
3. Enter a name
4. Upload contacts

Viewing List Contents

1. Use the Contact List filter dropdown
2. Select the specific list
3. Table shows only contacts from that list

Deleting a List

Currently, contact lists can be deleted via the Campaigns section if they're not in use by active campaigns.

Best Practices

Organizing Contacts

• Use descriptive list names: "Q1 2024 Sales Leads", "Support Customers - Premium"
• Separate by purpose: Different lists for different campaigns
• Regular cleanup: Delete old or invalid contacts

Data Quality

• Add names: Makes call history much more useful
• Verify phone numbers: Invalid numbers waste campaign credits
• Update regularly: Keep contact information current

Before Campaigns

• Test call first: Verify a few contacts before bulk campaigns
• Check duplicates: Same person in multiple lists = multiple calls
• Review filters: Ensure you're targeting the right contacts

Common Tasks

Find a specific contact

1. Enter phone number in search box
2. Results filter instantly
3. Click row to see which list they belong to

Clean up invalid contacts

1. Sort by name (contacts without names often have issues)
2. Select "No name" contacts
3. Review phone numbers
4. Delete invalid ones

Export contacts

Currently, contacts can be exported by:

1. Using the Campaign CSV download feature
2. Accessing via API (see API Reference)

Next Steps

• Call History Enrichment - See contacts in call history
• Creating Campaigns - Use contacts for outbound calls