Contact Management

Overview

TelemanAI’s contact management system provides a centralized database for all your contacts. Organize contacts into groups, import from CSV files, and maintain detailed contact information for targeted campaigns.

Individual Contacts

Store detailed information for each contact

Contact Groups

Organize contacts into targeted groups

Bulk Import

Import thousands of contacts from CSV files

Export Data

Export contacts for backup or external use

Managing Contacts

Creating a Contact

Add individual contacts with detailed information:

// From ContactController.php:37-86 - Create Contact
public function store(Request $request)
{
    $contact = new Contact;
    $contact->user_id = Auth::id();
    $contact->name = $request->name;
    
    // Phone number with automatic + prefix
    $contact->phone = Str::startsWith($request->phone, '+') 
                      ? $request->phone 
                      : '+'.$request->phone;
    
    $contact->email = $request->email;
    $contact->country = $request->country;
    $contact->gender = $request->gender;
    $contact->dob = $request->dob;
    $contact->profession = $request->profession;
    $contact->save();
    
    // Assign to groups
    if ($request->groups_ids != null) {
        foreach ($request->groups_ids as $group_id) {
            $group_contact = new GroupContact;
            $group_contact->contact_id = $contact->id;
            $group_contact->group_id = $group_id;
            $group_contact->save();
        }
    }
}

Contact Fields

Each contact can store the following information:

Required Fields

Name - Full name of the contact
Phone - Phone number in international format (auto-adds + prefix)

Optional Fields

Email - Email address for multi-channel campaigns
Country - Country of residence
Gender - Gender for personalization
Date of Birth - Birthday for special campaigns
Profession - Job title or industry
Reference - Custom reference field for your use

Contact Data Structure

-- From migrations/2022_06_14_120852_create_contacts_table.php
CREATE TABLE contacts (
    id BIGINT UNSIGNED PRIMARY KEY,
    user_id BIGINT UNSIGNED,
    name TEXT,
    phone TEXT,
    email TEXT,
    country TEXT,
    gender TEXT,
    dob TEXT,
    profession TEXT,
    reference TEXT,
    created_at TIMESTAMP,
    updated_at TIMESTAMP
);

Contact Groups

Creating Groups

Organize contacts into groups for targeted campaigns:

// From ContactController.php:199-234 - Create Group
public function group_store(Request $request)
{
    $group = new Group;
    $group->user_id = Auth::id();
    $group->name = $request->name;
    $group->description = $request->description;
    $group->status = $request->status == 1 ? true : false;
    $group->save();
}

Create Group

Provide a name and description for your contact group

Assign Contacts

Select which contacts to include in the group

Use in Campaigns

Reference the group when creating voice or SMS campaigns

Group Assignment

Assign contacts to groups individually or in bulk:

// From ContactController.php:329-365 - Assign Contacts to Group
public function group_assign_store($group_id, $group_slug, Request $request)
{
    $group = Group::find($group_id);
    
    // Delete existing assignments
    GroupContact::where('group_id', $group_id)->delete();
    
    // Store each contact in the group
    foreach ($request->contact_ids as $contact) {
        $group_contact = new GroupContact;
        $group_contact->user_id = Auth::id();
        $group_contact->group_id = $group_id;
        $group_contact->contact_id = $contact;
        $group_contact->save();
    }
}

Assign All Contacts

Quickly assign all your contacts to a group:

// From ContactController.php:448-484 - Assign All Contacts
public function assign_all_contacts($group_id)
{
    // Delete existing contacts in the group
    GroupContact::where('group_id', $group_id)->delete();
    
    $contacts = Contact::where('user_id', Auth::id())->get();
    $groupContactData = [];
    
    foreach ($contacts as $contact) {
        $groupContactData[] = [
            'user_id' => Auth::id(),
            'group_id' => $group_id,
            'contact_id' => $contact->id,
        ];
    }
    
    // Insert in batches for performance
    $chunkSize = 100;
    $groupContactChunks = array_chunk($groupContactData, $chunkSize);
    
    foreach ($groupContactChunks as $chunk) {
        GroupContact::insert($chunk);
    }
}

Batch insertion improves performance when assigning thousands of contacts to a group.

Group Data Structure

-- From migrations/2022_06_17_123302_create_groups_table.php
CREATE TABLE groups (
    id BIGINT UNSIGNED PRIMARY KEY,
    user_id BIGINT UNSIGNED,
    name TEXT,
    description TEXT,
    status BOOLEAN,
    created_at TIMESTAMP,
    updated_at TIMESTAMP
);

Bulk Import

CSV Import

Import large contact lists from CSV files:

// From ContactController.php:379-396 - CSV Import
public function import(Request $request)
{
    // Create user-specific directory
    $directoryPath = public_path('uploads/csv/' . auth()->id());
    
    if (!File::isDirectory($directoryPath)) {
        File::makeDirectory($directoryPath, 0755, true, true);
    }
    
    // Split large CSV files for processing
    splitCsv($request->file('csv'));
    
    smilify('success', 'Contact imported successfully');
}

Prepare CSV File

Format your CSV file with columns for name, phone, email, etc.

Upload File

Upload your CSV file through the contacts interface

Processing

The system automatically processes your file in chunks

Check Progress

Monitor import progress with the status indicator

CSV Format

Your CSV file should include these columns:

name,phone,email,country,gender,dob,profession
John Doe,+1234567890,[email protected],USA,Male,1990-01-01,Engineer
Jane Smith,+0987654321,[email protected],UK,Female,1985-05-15,Manager

Phone numbers must include the country code. The system will automatically add a + prefix if missing.

Import Progress Tracking

Check the status of your CSV import:

// From ContactController.php:527-530 - Check Import Status
public function check_import_status()
{
    return csv_import_progress();
}

Contact Search

Real-Time Search

Search contacts by name or phone number:

// From ContactController.php:420-436 - Search Contacts
public function searchContacts(Request $request)
{
    if ($request->has('search') && $request->search != '') {
        $search = $request->search;
        $contacts = Contact::HasAgent()
                    ->where(function($query) use ($search) {
                        $query->where('name', 'LIKE', "%$search%")
                              ->orWhere('phone', 'LIKE', "%$search%");
                    })
                    ->orderBy('name', 'asc')
                    ->simplePaginate(50);
    } else {
        $contacts = allContacts();
    }
    
    return view('backend.contacts.index', compact('contacts'));
}

AJAX Contact Lookup

Find contacts dynamically for campaign selection:

// From ContactController.php:517-525 - AJAX Contact Search
public function getContactsAjax(Request $request)
{
    $query = $request->get('query');
    $results = Contact::where('name', 'like', '%' . $query . '%')
                    ->orWhere('phone', 'like', '%' . $query . '%')
                    ->get();
    
    return response()->json($results);
}

Exporting Contacts

Export your contacts to CSV format:

// From ContactController.php:371-374 - Export Contacts
public function export()
{
    return Excel::download(new ContactsExport, 'contacts.csv');
}

Exported files include:

All contact information
Group memberships
Creation dates
Custom reference fields

Contact Lookup by Phone

Find contact information during active calls:

// From ContactController.php:411-418 - Find Contact by Phone
public function find_contact_by_number(Request $request)
{
    $contact_info = find_contact_by_phone($request->caller_number);
    
    return response()->json([
        'contact_info' => $contact_info,
    ]);
}

This feature is used by the Web Dialer to display contact information during incoming calls.

Updating Contacts

Modify contact information and group assignments:

// From ContactController.php:108-164 - Update Contact
public function update(Request $request, $contact_id)
{
    $contact = Contact::where('id', $contact_id)->first();
    $contact->name = $request->name;
    $contact->phone = Str::startsWith($request->phone, '+') 
                      ? $request->phone 
                      : '+'.$request->phone;
    $contact->email = $request->email;
    $contact->country = $request->country;
    $contact->gender = $request->gender;
    $contact->dob = $request->dob;
    $contact->profession = $request->profession;
    $contact->save();
    
    // Update group assignments
    if ($request->groups_ids != null) {
        foreach ($request->groups_ids as $group_id) {
            GroupContact::updateOrCreate([
                'group_id' => $group_id,
                'contact_id' => $contact_id
            ]);
        }
    }
}

Deleting Contacts

Remove contacts and their associated data:

// From ContactController.php:169-186 - Delete Contact
public function destroy($contact_id)
{
    $contact = Contact::where('id', $contact_id)->first();
    
    // Delete related data
    $contact->group_contacts()->delete();
    $contact->campaign_voice()->delete();
    $contact->campaign_voice_status_log()->delete();
    $contact->delete();
}

Deleting a contact removes all campaign history and lead tracking data. This action cannot be undone.

Best Practices

Clean Data

Maintain clean contact data with proper phone number formats and complete information.

Organized Groups

Create logical groups based on demographics, interests, or campaign types.

Regular Backups

Export your contacts regularly for backup and data security.

Update Records

Keep contact information current by updating records after each interaction.

Integration with Campaigns

Contacts and groups are the foundation of your campaigns:

Import Contacts

Add contacts manually or via CSV import

Create Groups

Organize contacts into targeted groups

Build Campaigns

Select groups when creating voice or SMS campaigns

Track Results

View contact-level results and update records based on outcomes

Voice Campaigns

Create campaigns targeting your contact groups

SMS Marketing

Send bulk SMS to contact groups

Web Dialer

Call contacts directly from the web interface

Getting Started

Core Features

User Guides

Subscription & Billing

Contact Management

Overview

Individual Contacts

Contact Groups

Bulk Import

Export Data

Managing Contacts

Creating a Contact

Contact Fields

Contact Data Structure

Contact Groups

Creating Groups

Group Assignment

Assign All Contacts

Group Data Structure

Bulk Import

CSV Import

CSV Format

Import Progress Tracking

Contact Search

Real-Time Search

AJAX Contact Lookup

Exporting Contacts

Contact Lookup by Phone

Updating Contacts

Deleting Contacts

Best Practices

Clean Data

Organized Groups

Regular Backups

Update Records

Integration with Campaigns

Voice Campaigns

SMS Marketing

Web Dialer

Build docs developers (and LLMs) love

Getting Started

Core Features

User Guides

Subscription & Billing

​Overview

Individual Contacts

Contact Groups

Bulk Import

Export Data

​Managing Contacts

​Creating a Contact

​Contact Fields

​Contact Data Structure

​Contact Groups

​Creating Groups

​Group Assignment

​Assign All Contacts

​Group Data Structure

​Bulk Import

​CSV Import

​CSV Format

​Import Progress Tracking

​Contact Search

​Real-Time Search

​AJAX Contact Lookup

​Exporting Contacts

​Contact Lookup by Phone

​Updating Contacts

​Deleting Contacts

​Best Practices

Clean Data

Organized Groups

Regular Backups

Update Records

​Integration with Campaigns

​Related Features

Voice Campaigns

SMS Marketing

Web Dialer

Build docs developers (and LLMs) love

Overview

Managing Contacts

Creating a Contact

Contact Fields

Contact Data Structure

Contact Groups

Creating Groups

Group Assignment

Assign All Contacts

Group Data Structure

Bulk Import

CSV Import

CSV Format

Import Progress Tracking

Contact Search

Real-Time Search

AJAX Contact Lookup

Exporting Contacts

Contact Lookup by Phone

Updating Contacts

Deleting Contacts

Best Practices

Integration with Campaigns

Related Features