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Documentation Index

Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt

Use this file to discover all available pages before exploring further.

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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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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
EditUpdate the contact’s information
DeleteRemove the contact from your database (cannot be undone)

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Bulk Actions

Select multiple contacts to:
  • Delete them in bulk
  • Export the selection to CSV

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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.