Managing Contacts

Contacts are the foundation of your telemarketing campaigns in TelemanAI. This guide covers everything you need to know about managing contacts and organizing them into groups.

Understanding Contacts

Each contact in TelemanAI can store:

Name: Contact’s full name (required)
Phone Number: International format with country code (required)
Email: Contact’s email address
Country: Contact’s country
Gender: Male, Female, or Other
Date of Birth: Contact’s DOB
Profession: Contact’s occupation or job title
Groups: Multiple group assignments

Adding Contacts Manually

Navigate to Contacts

From your dashboard, go to Dashboard → Contacts

Click Add Contact

Click the Add New or Create Contact button

Enter Contact Information

Fill in the contact form:Required Fields:

Name: Enter the contact’s full name
Phone Number: Enter phone number with country code

Optional Fields:

Email: Contact’s email address
Country: Select from dropdown
Gender: Select gender
Date of Birth: Choose date
Profession: Enter occupation

Always include the country code in phone numbers (e.g., +1 for USA, +44 for UK)

Assign to Groups

Select one or more groups to assign this contact:

Check the boxes next to group names
You can select multiple groups
Groups can be created later if needed

Contacts can belong to multiple groups, allowing flexible campaign targeting.

Save Contact

Click Save to create the contact. You’ll see a success notification.

Phone Number Format

International Format Requirements

All phone numbers must include the country code:

✓ Correct formats:
+1234567890
+442071234567
+919876543210

✗ Incorrect formats:
4567890 (missing country code)
1-234-567-8900 (contains dashes)
(123) 456-7890 (contains special characters)

Phone numbers without proper country codes may fail during campaigns. The system will automatically add a ”+” prefix if not included.

Importing Contacts via CSV

Import hundreds or thousands of contacts at once using CSV files.

Prepare Your CSV File

Create a CSV file with the following columns:

name,phone,email,country,gender,dob,profession
John Doe,+1234567890,[email protected],USA,Male,1990-01-15,Engineer
Jane Smith,+442071234567,[email protected],UK,Female,1985-05-20,Manager

Required Columns:

name: Contact name
phone: Phone with country code

Optional Columns:

email: Email address
country: Country name
gender: Male, Female, Other
dob: Date in YYYY-MM-DD format
profession: Job title or occupation

Navigate to Import

Go to Dashboard → Contacts and click Import or Import CSV

Select CSV File

Click Choose File
Select your prepared CSV file
Verify the file size is reasonable (recommend under 10MB per file)

Upload and Process

Click Import to start the upload:

The file will be split into chunks for processing
Import runs in the background via queue
You’ll receive a success notification

Large imports are processed asynchronously. Check back in a few minutes for completion.

Check Import Status

Monitor the import progress:

The system shows import status automatically
Refresh the contacts page to see new contacts
Check for any import errors in notifications

CSV Import Best Practices

File Preparation

Use UTF-8 encoding for international characters
Remove duplicate phone numbers before import
Validate phone numbers include country codes
Keep file size under 10MB for faster processing
Use consistent date formats (YYYY-MM-DD)

Data Quality

Clean data before import (remove invalid numbers)
Standardize country names
Verify email addresses are properly formatted
Remove test data and placeholder entries

Handling Large Lists

Split very large files into multiple CSVs
Import during off-peak hours
Monitor system performance during import
Allow time for background processing to complete

Managing Contact Groups

Groups allow you to organize contacts for targeted campaigns.

Creating a Group

Navigate to Groups

Go to Dashboard → Groups (or Contacts → Groups)

Click Create Group

Click Add New or Create Group button

Enter Group Details

Fill in the group information:

Name: Descriptive group name (required)
Description: Purpose or criteria for the group (required)
Status: Toggle active/inactive

Use descriptive names like “Q1-2024-Prospects” or “Existing-Customers-East-Coast”

Save Group

Click Save to create the group

Assigning Contacts to Groups

Method 1: Individual Assignment

Go to Group Details

Navigate to Dashboard → Groups and click on a group name

Click Assign Contacts

Click the Assign Contacts button

Select Contacts

Browse the contact list
Check boxes next to contacts to add
Use search to find specific contacts

Save Assignment

Click Assign Selected to add contacts to the group

Method 2: Assign All Contacts

Open Group

Navigate to Dashboard → Groups and click on a group

Assign All

Click Assign All Contacts button

Confirm

Confirm the action. All your contacts will be added to this group.

This will replace any existing contacts in the group with all contacts from your account.

Method 3: During Contact Creation

When adding or editing a contact:

Check group boxes in the Groups section
Contact will be automatically assigned
Multiple groups can be selected

Removing Contacts from Groups

Open Group

Go to Dashboard → Groups and click on the group

Remove Contacts

Choose removal method:Remove All:

Click Remove All Contacts
Confirms and clears entire group

Remove Individual:

Go to individual contact edit page
Uncheck the group
Save changes

Editing Contacts

Find Contact

Navigate to Dashboard → ContactsUse search to find specific contacts:

Search by name
Search by phone number

Open Contact

Click on the contact name to open the edit page

Modify Information

Update any contact fields:

Personal information
Phone number
Group assignments

Save Changes

Click Update to save your changes

Searching and Filtering Contacts

Quick Search

Access Contact Search

Go to Dashboard → Contacts

Use Search Bar

Enter search criteria in the search box:

Search by name
Search by phone number
Results appear as you type

View Results

The contact list will filter to show matching results

AJAX Contact Lookup

The system also provides real-time contact lookup:

Used in dialer and campaign interfaces
Searches by caller number automatically
Displays contact info during active calls

Exporting Contacts

Export your contact list to CSV for backup or external use.

Navigate to Contacts

Go to Dashboard → Contacts

Click Export

Click the Export or Export CSV button

Download File

The system generates a CSV file named contacts.csv:

Contains all your contacts
Includes all contact fields
Can be opened in Excel or Google Sheets

Regularly export contacts as a backup strategy.

Deleting Contacts

Deleting contacts is permanent and will also remove:

Group assignments
Campaign voice records
Call history related to this contact

Find Contact

Navigate to Dashboard → Contacts and locate the contact

Open Contact Details

Click on the contact name

Delete Contact

Click the Delete button

Confirm Deletion

Confirm the deletion when prompted

Managing Groups

Editing Groups

Navigate to Groups

Go to Dashboard → Groups

Select Group

Click on the group name to edit

Modify Details

Update group information:

Name
Description
Status (active/inactive)

Save Changes

Click Update to save

Deleting Groups

Deleting a group will:

Remove all contact assignments from the group
Set group_id to null in related campaigns
Set group_id to null in campaign schedules
NOT delete the contacts themselves

Navigate to Groups

Go to Dashboard → Groups

Select Group

Find the group you want to delete

Delete

Click the Delete button next to the group

Confirm

Confirm the deletion. The group and its assignments will be removed.

Contact Data Fields Reference

Field	Type	Required	Format	Notes
Name	Text	Yes	Any text	Contact’s full name
Phone	Text	Yes	+[country code][number]	International format
Email	Text	No	[email protected]	Valid email format
Country	Text	No	Country name	Free text or dropdown
Gender	Select	No	Male, Female, Other	Optional demographic
DOB	Date	No	YYYY-MM-DD	Date of birth
Profession	Text	No	Any text	Job title or occupation
Groups	Multiple	No	Group IDs	Can belong to multiple groups

Best Practices

Data Organization

Create groups based on customer segments
Use consistent naming conventions for groups
Regularly review and clean contact data
Remove duplicate contacts
Archive old or inactive contacts

Data Quality

Always use international phone format
Validate phone numbers before importing
Keep contact information up-to-date
Remove bounced or invalid numbers
Maintain accurate email addresses

Group Management

Create specific groups for each campaign type
Use descriptive group names
Document group criteria in descriptions
Regularly audit group memberships
Remove inactive groups

Compliance

Respect do-not-call lists
Remove contacts who request removal
Maintain opt-out records
Follow GDPR and local regulations
Document consent where required

Troubleshooting

CSV Import Not Working

Problem: CSV import fails or contacts don’t appearSolution:

Verify CSV format matches required columns
Check file encoding is UTF-8
Ensure phone numbers have country codes
Wait for background processing to complete
Check import status endpoint
Review error notifications

Phone Numbers Not Calling

Problem: Campaigns fail for certain contactsSolution:

Verify phone number format (+[country code][number])
Remove spaces and special characters
Check country code is valid
Test number manually in web dialer
Verify number is not blocked

Duplicate Contacts

Problem: Same contact appears multiple timesSolution:

Search for duplicates by phone number
Manually merge contact information
Delete duplicate entries
Use data cleaning before import

Cannot Delete Contact

Problem: Error when attempting to delete contactSolution:

Check if contact is in active campaign
Wait for campaigns to complete
Remove from all groups first
Contact support if issue persists

Creating Campaigns

Learn how to create campaigns using your contact groups

Web Dialer

Make individual calls to contacts

Campaigns

Create campaigns with your contacts

CSV Import Guide

Learn about bulk contact import

Getting Started

Core Features

User Guides

Subscription & Billing

Understanding Contacts

Adding Contacts Manually

Phone Number Format

International Format Requirements

Importing Contacts via CSV

CSV Import Best Practices

Managing Contact Groups

Creating a Group

Assigning Contacts to Groups

Method 1: Individual Assignment

Method 2: Assign All Contacts

Method 3: During Contact Creation

Removing Contacts from Groups

Editing Contacts

Searching and Filtering Contacts

Quick Search

AJAX Contact Lookup

Exporting Contacts

Deleting Contacts

Managing Groups

Editing Groups

Deleting Groups

Contact Data Fields Reference

Best Practices

Troubleshooting

Creating Campaigns

Web Dialer

Campaigns

CSV Import Guide

Build docs developers (and LLMs) love

Getting Started

Core Features

User Guides

Subscription & Billing

​Understanding Contacts

​Adding Contacts Manually

​Phone Number Format

​International Format Requirements

​Importing Contacts via CSV

​CSV Import Best Practices

​Managing Contact Groups

​Creating a Group

​Assigning Contacts to Groups

​Method 1: Individual Assignment

​Method 2: Assign All Contacts

​Method 3: During Contact Creation

​Removing Contacts from Groups

​Editing Contacts

​Searching and Filtering Contacts

​Quick Search

​AJAX Contact Lookup

​Exporting Contacts

​Deleting Contacts

​Managing Groups

​Editing Groups

​Deleting Groups

​Contact Data Fields Reference

​Best Practices

​Troubleshooting

​Related Resources

Creating Campaigns

Web Dialer

Campaigns

CSV Import Guide

Build docs developers (and LLMs) love

Understanding Contacts

Adding Contacts Manually

Phone Number Format

International Format Requirements

Importing Contacts via CSV

CSV Import Best Practices

Managing Contact Groups

Creating a Group

Assigning Contacts to Groups

Method 1: Individual Assignment

Method 2: Assign All Contacts

Method 3: During Contact Creation

Removing Contacts from Groups

Editing Contacts

Searching and Filtering Contacts

Quick Search

AJAX Contact Lookup

Exporting Contacts

Deleting Contacts

Managing Groups

Editing Groups

Deleting Groups

Contact Data Fields Reference

Best Practices

Troubleshooting

Related Resources