Contacts
Every person your AI talked to — name, contact info, what they wanted, and what to do next.
A contact is created any time a caller gives your AI enough information to follow up — usually a name and phone number, sometimes an email and what they're interested in. The Contacts tab is where you go through that list and decide who gets called back.
What this tab is
- A list of every captured contact, sorted by most recent activity.
- Each row shows the status (new, contacted, qualified, converted, lost) and a "next action" pill — a suggestion the system computes from the contact's recent calls, bookings, and messages, not a field you fill in.
- Search across name, phone, email, and reason for reaching out. An "urgent" toggle (shown only when there are urgent contacts) filters the list down to the ones that need attention now.
- Quick actions sit on each row: "Mark called" moves a new contact to Contacted, and SMS / Email buttons send a follow-up — both gated on the contact's messaging consent.
- Click any contact to open the full detail page with every call from that person, the original transcript, and a place to log notes.
How to use it
- 1Check it daily. New contacts land here the moment a call ends — they're still warm.
- 2Open a contact and read the call transcript. Log notes on the detail page so you don't lose track of where things stand.
- 3Watch the next-action pill. The system computes it from each contact's recent activity and surfaces who is overdue for a follow-up — let it triage the list for you.
- 4Move the status forward as the relationship progresses. "Qualified" means you've confirmed they're a good fit. "Converted" means they became a customer. "Lost" means they didn't.
- 5Use Lists to save a segment of contacts, and Import CSV to bring in contacts you already have. Both live in the toolbar above the list.
- 6If multiple calls came from the same person, they consolidate into one contact automatically — every call is listed on the detail page.
Returning callers get recognized
When a caller phones back, your AI matches their number against your contacts and greets them by name — no more "what was your name again?". You can toggle this on the Receptionist tab.
Common questions
A caller talked to my AI but no contact was created.
Contact creation needs at least a name and phone number. If the caller only asked a question and hung up without sharing contact info, the call is logged but no contact. Check the Calls tab to see the conversation.
I have duplicate contacts for the same person.
Duplicates usually happen when a caller used a different phone number or gave a slightly different name. Calls from the same phone number consolidate automatically, but a genuinely separate number creates its own contact. Keep whichever record is most complete and mark the other "Lost" so it drops out of your active follow-ups.
How do I add a contact manually (without a call)?
Click "Add Contact" in the toolbar. Fill in name, phone, email, and any context. Useful for walk-ins or web inquiries you want tracked here. You can also bulk-add with the "Import CSV" button next to it.
Can I edit a contact's name or phone number?
Yes — open the detail page and click the field. It auto-saves when you click away. Be careful editing the phone number, since that's how returning-caller recognition works.
What happens to contacts I mark "Lost"?
They stay in the system for reporting and so the AI knows not to re-introduce them as "new" if they call again. A "Lost" contact no longer gets a next-action suggestion, so it stops surfacing as something that needs a follow-up.
Calls
See every conversation that led to a contact being captured.
Messages
Send a follow-up text directly from a contact.
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