Contacts

What is this page for?

Under Settings > Contacts you manage the contacts your assistant recognises during a call. When the assistant recognises an incoming number, it addresses the caller by name. You search, add, edit or delete contacts, and import a whole list at once with a CSV file.

How it works

1. 1
   Search for a contact

   Use the search field to search by name.

   

2. 2
   Add a contact

   Click Contact and enter the first name, last name, email address and phone number(s).

3. 3
   Edit or delete a contact

   Use the pencil icon to change details, or the bin icon to permanently delete a contact.

4. 4
   Import a CSV file

   Click Import CSV, choose your file and match the columns to First name, Last name, Email address and phone number. Go through the steps and click Import.

   

5. 5
   Undo an import

   If the last import went wrong, click Undo import to remove the contacts you just imported.

Good to know

• Which details the assistant uses during a call is configured under AI assistant > Contacts.