Contacts
A contact is more than a phone number to dial. It’s the context an agent gets about the person on the line — their name, company, notes from last time — and the handle that ties calls together into a history. Outbound flows that address people by name, know why they’re being called, and pick up where the last call left off are built on well-kept contacts.
What a contact holds
Everything here is available to prompts at call time — see Write prompts. A contact without a value simply renders that variable empty, which is why prompts should use default and #ifExists.
Where contacts come from
- You create them — one at a time in Call Center → Contacts, or
POST /contacts. - You import them — CSV, JSON or vCard with a preview first. See Import contacts.
- Talkif creates or enriches them from calls — after a call is analysed, an unknown caller becomes a contact, and details the caller mentioned (name, company, email) are added to an existing contact’s empty fields. Nothing you entered is ever overwritten.
- Meta Lead Ads — a new lead becomes a contact and, optionally, a call. See Meta Lead Ads.
Tags and segmentation
Tags are how lists get built. Tag on import (tags column), on the record, or in bulk by API (POST /contacts/{contactId}/tags). Then a campaign can take everyone tagged renewal-q4 who is also at Acme in one step — the bulk-add filter combines tags (any or all), company and free-text search with AND.
GET /contacts/tags lists every tag in use with counts.
Timeline
A contact’s page shows every call they’ve been on — inbound or outbound, from any source — each linking to its transcript, recording and cost. lastContactedAt on the record is the most recent one. GET /contacts/{contactId}/calls.
Deleting and restoring
Deleting a contact is a soft delete: they leave lists, campaigns and search, but the record and its call history are kept and can be restored (POST /contacts/{contactId}/restore). Deleting a contact does not stop calls to their number — for that, add the number to the Do Not Call list.
Exporting
Export on the contacts page, or GET /contacts/export?format=csv|json|vcf, gives you the full list in the same shapes the importer accepts — so a round trip through a spreadsheet works.