> ## 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.

# Contacts

> Import and manage your contact database

## Overview

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

## Contact Fields

| Field        | Required | Description                          |
| ------------ | -------- | ------------------------------------ |
| `phone`      | Yes      | Phone number (E.164 or local format) |
| `first_name` | No       | Contact's first name                 |
| `last_name`  | No       | Contact's last name                  |
| `email`      | No       | Email address                        |
| `company`    | No       | Company or organization              |
| `title`      | No       | Job title                            |

<Note>
  Your AI agent can use contact fields during calls. For example: "Hi \[first\_name], I'm calling from..."
</Note>

## Importing Contacts

### CSV Upload

The fastest way to add contacts is via CSV upload:

<Steps>
  <Step title="Prepare your CSV">
    Create a CSV file with headers matching the contact fields. At minimum, include a `phone` column.

    ```csv theme={null}
    phone,first_name,last_name,email,company
    +15551234567,John,Smith,john@example.com,Acme Corp
    +15559876543,Jane,Doe,jane@example.com,Beta Inc
    ```
  </Step>

  <Step title="Navigate to Contacts">
    Go to **Contacts** in your dashboard.
  </Step>

  <Step title="Click Import">
    Click the **Import** button and select your CSV file.
  </Step>

  <Step title="Map Columns">
    Match your CSV columns to SmartAlex contact fields. The system will auto-detect common column names.
  </Step>

  <Step title="Review and Import">
    Preview the import and confirm. Invalid phone numbers will be flagged.
  </Step>
</Steps>

### 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

## Managing Contacts

### 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

### Search and Filter

Find contacts by:

* Name or phone number search
* Status filter (Active, DNC)
* Campaign membership
* Last contact date range

### Individual Contact Actions

| Action     | Description                                              |
| ---------- | -------------------------------------------------------- |
| **Edit**   | Update the contact's information                         |
| **Delete** | Remove the contact from your database (cannot be undone) |

### Bulk Actions

Select multiple contacts to:

* Delete them in bulk
* Export the selection to CSV

## Contact Status

| Status     | Description                      |
| ---------- | -------------------------------- |
| **Active** | Available to be called           |
| **DNC**    | Do Not Call - will not be dialed |

### 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

## 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.

## 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.