Contact Management

Welcome to the Contact Management section! Here you'll learn how to work with contacts that are automatically created from your assistant calls.

What are Contacts?

Contacts are automatically created when people call your assistants. Each contact stores:

• Name: Extracted from call interactions
• Phone Number: The caller's phone number
• Call History: All calls made by this contact
• Metadata: Additional information collected during calls

How Contacts are Created

When someone calls your assistant:

1. The system checks if a contact with that phone number already exists
2. If not, a new contact is automatically created
3. The contact is linked to the call for easy tracking
4. Future calls from the same number will be linked to the same contact

Key Features

• Automatic Creation: No manual setup required - contacts are created from incoming calls
• Call Linking: Every call is automatically linked to its corresponding contact
• History Tracking: View all interactions with each contact over time
• Filtering: Filter calls and analytics by specific contacts

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Guides

• Viewing Contact Information: Learn how to view and manage contact details
• Importing Contacts: Import contacts in bulk with automatic phone number validation
• Contact Variables in Calls: Understand how contact information is used during calls
• Contact Analytics: Understand how to analyze data by contact
• Contact Filtering: Filter calls and reports by specific contacts

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If you have questions about contact management, please contact your administrator or support team!