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Overview

Contacts are the people your AI agents call. SmartAlex maintains a central contact database that can be used across all campaigns.

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Contact Fields

FieldRequiredDescription
phoneYesPhone number (E.164 or local format)
first_nameNoContact’s first name
last_nameNoContact’s last name
emailNoEmail address
companyNoCompany or organization
titleNoJob title
Your AI agent can use contact fields during calls. For example: “Hi [first_name], I’m calling from…”

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Importing Contacts

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CSV Upload

The fastest way to add contacts is via CSV upload:
1

Prepare your CSV

Create a CSV file with headers matching the contact fields. At minimum, include a phone column.
phone,first_name,last_name,email,company
+15551234567,John,Smith,john@example.com,Acme Corp
+15559876543,Jane,Doe,jane@example.com,Beta Inc
2

Navigate to Contacts

Go to Contacts in your dashboard.
3

Click Import

Click the Import button and select your CSV file.
4

Map Columns

Match your CSV columns to SmartAlex contact fields. The system will auto-detect common column names.
5

Review and Import

Preview the import and confirm. Invalid phone numbers will be flagged.

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Import Batch Tracking

Each import creates a batch that you can track:
  • Number of contacts imported
  • Number of duplicates skipped
  • Number of invalid entries
  • Import timestamp

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Contact Limits

Your plan determines how many contacts you can store:
PlanContact Limit
Professional1,000
Dental5,000
Real Estate50,000
Contact additional support if you need higher limits.

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Managing Contacts

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Viewing Contacts

The Contacts page shows all your contacts with:
  • Name and phone number
  • Email and company
  • Status (Active, DNC)
  • Last called date
  • Number of calls

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Search and Filter

Find contacts by:
  • Name or phone number search
  • Status filter (Active, DNC)
  • Campaign membership
  • Last contact date range

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Individual Contact Actions

ActionDescription
View DetailsSee full contact info and call history
EditUpdate contact information
Call NowTrigger an immediate call to this contact
Mark DNCAdd to Do Not Call list
DeleteRemove contact from database

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Bulk Actions

Select multiple contacts to:
  • Add to a campaign
  • Mark as DNC
  • Export to CSV
  • Delete

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Contact Status

StatusDescription
ActiveAvailable to be called
DNCDo Not Call - will not be dialed

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Do Not Call (DNC)

Contacts can be marked DNC:
  • Manually by you
  • Automatically if they request during a call
  • Via API integration
DNC contacts:
  • Will not be called in any campaign
  • Are excluded from new campaign imports
  • Can be reactivated manually if needed

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Call History

Each contact’s detail page shows their complete call history:
  • All inbound and outbound calls
  • Call outcomes and sentiment
  • Recordings and transcripts
  • Associated campaigns
This helps you understand the full relationship with each contact.

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Data Export

Export your contacts to CSV:
  1. Apply any filters needed
  2. Click Export
  3. Download the CSV file
Exported data includes all contact fields and call statistics.