Contact Details
Table of Contents
- Accessing Contact Details
- Contact Information Overview
- Contact Statistics
- Conversation History
- Activity Timeline
- Managing Contact Information
- Contact Properties
- AI-Generated Summary
- Comments and Collaboration
- Contact Actions
Accessing Contact Details
Navigate to a contact’s detail page to see comprehensive information about a specific individual.Navigation Options
From Contact List: Click on a contact name in the contacts table. From Conversation: Click the contact name within any conversation detail page. From Search: Use the global search to find and navigate directly to contacts. From Campaigns: Access contacts through campaign participant lists.Page Structure
The contact detail page is organized into sections:- Header with primary identification
- Statistics cards showing key metrics
- Conversation history
- Activity timeline
- Property management
- Action options
Contact Information Overview
The header section displays primary contact identification.Name Display
The contact’s full name appears prominently:- First name and last name combined
- Large, easy-to-read format
- Quick identification for the record
Contact Points
Below the name, contact methods are listed: Phone Numbers:- Primary phone number displayed prominently
- Additional numbers accessible through expansion
- Phone type indicators (mobile, landline, WhatsApp)
- Email addresses when available
- Multiple emails if configured
Contact Summary
If an AI-generated summary exists, a brief overview of the contact appears:- Key information about the relationship
- Important notes from conversations
- Business-relevant highlights
Back Navigation
A clear link allows easy return to the contacts list, maintaining your place in any filtered views.Contact Statistics
Statistical cards provide quick insight into the contact’s engagement.Total Calls
The number of conversations this contact has had with your AI employees:- Includes both inbound and outbound calls
- Represents all historical interactions
- Indicates engagement level
Recent Calls
Calls within a recent period (typically 30 days):- Shows current activity level
- Helps identify recently active contacts
- Useful for prioritizing follow-ups
Total Duration
Cumulative time spent in conversations:- Sum of all call durations
- Indicates depth of engagement
- Longer totals suggest more substantive interactions
Average Duration
Mean length of conversations with this contact:- Provides context for typical interaction length
- Helps set expectations for future calls
- Very short or very long averages may warrant investigation
Success Rate
Percentage of calls with successful outcomes:- Helps evaluate relationship quality
- Low rates may indicate issues to address
- Compare against overall organizational rates
Conversation History
A chronological list of all conversations with this contact.Conversation List
Each conversation entry shows: Title: The conversation subject or auto-generated title. Status: Outcome of the call (Success, Failed, Voicemail, etc.). Duration: Length of the conversation. Date: When the conversation occurred. AI Employee: Which AI employee handled the call.Viewing Conversations
Click any conversation to navigate to its full detail page:- Complete transcript
- Audio recording
- Detailed metadata
- Evaluation results
Filtering Conversations
Within the contact detail view, you may be able to filter conversations by:- Status
- Date range
- Direction (inbound/outbound)
- AI Employee
Conversation Patterns
Review conversation history to identify:- Communication frequency
- Recurring topics
- Outcome trends
- Relationship evolution
Activity Timeline
A chronological record of all activities related to this contact.Activity Types
The timeline may include: Calls: Conversations with outcome indicators. Property Changes: When contact properties were modified. Notes Added: Annotations made by team members. Status Updates: Changes to contact status or categorization. System Events: Automatic updates or integrations.Timeline Navigation
Activities are listed with:- Date and time stamps
- Activity type indicators
- Brief descriptions
- Links to related records
Using the Timeline
The activity timeline helps you:- Understand contact relationship history
- Prepare for upcoming conversations
- Identify patterns in engagement
- Track team member interactions
Managing Contact Information
Edit and update contact details as needed.Editing Basic Information
Modify the contact’s fundamental information: Name Fields:- First name
- Last name
- Any additional name components
- Add new phone numbers
- Update existing numbers
- Add or modify email addresses
- Set primary contact method
Adding Contact Points
Expand the contact’s reachability:- Access the edit interface
- Click to add a new contact point
- Select the type (Phone, Mobile, Email, WhatsApp)
- Enter the value
- Optionally mark as primary
- Save changes
Removing Contact Points
When contact information becomes invalid:- Access the edit interface
- Locate the contact point to remove
- Use the delete option
- Confirm removal
- Save changes
Managing Primary Contact
Designate which phone number or email is primary:- Used as default for outbound campaigns
- Displayed prominently in the interface
- Referenced when only one number is needed
Contact Properties
Custom properties attached to this contact record.Viewing Properties
Properties appear in a dedicated section showing:- Property name/identifier
- Current value
- Value type indicator
Editing Properties
Modify property values:- Locate the property section
- Click the edit option
- Update values using appropriate input types:
- Text fields for string properties
- Dropdowns for enum properties
- Date pickers for date properties
- Toggles for boolean properties
- Save changes
Property Types
Different property types have different editing interfaces: Text (String): Free-form text input. Number: Numeric input with validation. Boolean: Toggle or checkbox. Date: Date picker calendar. Enum (Options): Dropdown with predefined choices.AI-Extracted Properties
Some property values may be automatically set based on conversation content:- AI employees can identify relevant information
- Values are extracted and saved automatically
- Review and correct if needed
AI-Generated Summary
The platform can generate intelligent summaries of contact relationships.What the Summary Contains
AI-generated summaries may include:- Key information learned about the contact
- Important preferences or requirements
- Notable conversation outcomes
- Relationship status indicators
How Summaries are Generated
Summaries are created by analyzing:- Conversation transcripts
- Property values
- Interaction patterns
- Outcome history
Using Summaries
Summaries help your team:- Quickly understand contact context
- Prepare for upcoming conversations
- Identify important details without reading full transcripts
- Maintain relationship continuity across team members
Summary Updates
Summaries may update automatically as:- New conversations occur
- Significant information is learned
- Relationship status changes
Comments and Collaboration
Team collaboration features for contact records.Adding Comments
Leave notes and observations on contact records:- Access the comments section
- Enter your comment text
- Submit the comment
- Comments appear in chronological order
Comment Use Cases
Comments serve various purposes:- Notes from previous interactions
- Special instructions for handling
- Internal team communication
- Important information not captured elsewhere
Viewing Comments
Comments display with:- Author information
- Timestamp
- Comment content
Comment Notifications
Depending on configuration, team members may receive notifications when:- Comments are added to contacts they follow
- They are mentioned in comments
- Important updates occur
Deep Linking to Comments
Comments can be shared via direct links:- Open the specific comment directly
- Useful for referencing in team communications
- Maintains context when discussing contacts
Contact Actions
Available actions for working with the contact.Initiating Calls
Start a conversation with this contact:- Click the call action
- Select which AI employee should make the call
- Confirm the action
- Monitor the conversation as it progresses
Adding to Campaigns
Include the contact in outbound campaigns:- Access campaign assignment options
- Select target campaign
- Confirm addition
- Contact appears in campaign participant list
Exporting Contact Data
Download contact information:- Export individual contact details
- Include conversation history if needed
- Format appropriate for external use
Deleting the Contact
Remove the contact from your database:- Access the delete option
- Confirm understanding of the action
- Confirm deletion
- Contact is removed (soft delete typically)
- Deletion may be reversible
- Conversation history may be preserved
- Consider privacy requirements
Linking Conversations
If a conversation exists without a contact link:- Associate it with this contact
- Merge conversation histories
- Improve relationship tracking