Contact Details
Click on any contact in the contacts list to open their detail page. Here you can view their full history and edit their information.
Contact Information
At the top of the page you’ll see the contact’s name, phone number, total call count, and when they were last contacted.
Below that is an editable card with:
| Field | Editable | Description |
|---|---|---|
| First Name | Yes | Contact’s first name |
| Last Name | Yes | Contact’s last name |
| Yes | Contact’s email address | |
| Company | Yes | Company or organization |
| Tags | Yes | Custom labels for organization |
| Notes | Yes | Free-text notes about this contact |
| Phone Number | No | Set when the contact is created |
Editing Fields
Simply type in any field to update it. A Save button appears when you have unsaved changes. Click it to save all your edits at once.
Managing Tags
Tags help you organize and categorize contacts:
- Add a tag — Type in the tag input field and press Enter or click the + button
- Remove a tag — Click the X on any existing tag
Tags are free-text — you can use any labels that make sense for your business (e.g., “VIP”, “follow-up”, “new-patient”).
Notes
Use the notes field to record anything relevant about the contact — previous conversations, preferences, special instructions, or follow-up reminders.
Call History
Below the contact card, you’ll see a chronological list of all calls with this contact. Each call shows:
| Detail | Description |
|---|---|
| Direction | Inbound or outbound call icon |
| Agent | Which AI agent handled the call |
| Date | When the call happened |
| Duration | How long the call lasted |
| Summary | AI-generated summary of the conversation (if available) |
| Sentiment | Positive, neutral, or negative tone |
| Campaign | Which campaign the call was part of (if any) |
| Status | Call outcome (completed, missed, failed) |
Click on any call to view the full call details, transcript, and recording.
Call summaries are shown inline — you can quickly scan what each conversation was about without leaving the contacts page.
Deleting a Contact
Click the trash icon in the top right to delete a contact. You’ll be asked to confirm before the contact is removed.
Deleting a contact removes the record, but if the same phone number calls again, a new contact will be created automatically.