Contact Management

Contacts is the central directory used by campaigns and conversation workflows. Access: Open Contacts in the main menu.

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Use Contacts When You Need To

• prepare lists for outbound campaigns
• keep caller records organized
• search by name, phone, or email
• filter by tag when you need a specific segment
• review a person’s conversation history before you contact them again

Think of Contacts as your working contact directory inside itellicoAI.

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Contact List

The list table includes:

• first name
• last name
• phone number
• email
• tags
• created date
• row actions

Rows open a dedicated contact detail page.

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Adding Contacts

Use Add Contacts to open the add-method chooser, then pick one of two paths:

• Add manually
• Import CSV

When imports or bulk deletions are running, the list shows a background-job banner so the team can keep working while processing continues.

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Contact Detail Page

Open any contact from the list to view its detail page. Detail tabs:

• Details (editable first name, last name, email, phone number, timezone, and tags)
• Conversations (contact-specific conversation history)

The Details tab saves fields inline as you update them.

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Deleting Contacts

• bulk delete from selected rows
• delete all contacts with explicit confirmation text: DELETE ALL

Bulk delete and delete-all can run as background jobs for larger contact sets.

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Next Steps