Add Contacts

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.

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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.