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Overview

The Phonebook is your central hub for managing contacts. Import customer lists, organize contacts by agent, and use contact data to personalize every conversation.

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Managing Contacts

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Adding Contacts

Manual Entry

Add individual contacts with all their details

CSV Import

Bulk upload thousands of contacts at once

API Integration

Sync contacts from your CRM or database

Form Capture

Collect contacts from web forms

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Contact Fields

Each contact can include:
FieldTypeDescription
Phone NumberRequiredPrimary contact number with country code
NameOptionalContact’s full name
EmailOptionalEmail address
CompanyOptionalOrganization name
NotesOptionalFree-form notes
Custom FieldsOptionalAny additional data you need

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CSV Import

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Upload Format

Import contacts using a CSV file: 
phone_number,name,email,company,custom_field_1,custom_field_2
+14155551234,John Smith,john@example.com,Acme Inc,Premium,2024-01-15
+14155555678,Jane Doe,jane@example.com,TechCorp,Standard,2024-02-20

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Import Process

1

Prepare CSV

Format your data with phone numbers and any custom fields
2

Select Agent

Choose which agent these contacts are for
3

Upload File

Drop your CSV file or click to browse
4

Map Fields

Match CSV columns to contact fields
5

Review & Import

Preview data and confirm the import

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Import Options

OptionDescription
Skip DuplicatesDon’t import numbers that already exist
Update ExistingOverwrite existing contacts with new data
Add to ExistingMerge new fields with existing contacts

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Contact Organization

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By Agent

Contacts are organized per agent:
  • Each agent has its own contact list
  • Same contact can exist in multiple agent phonebooks
  • Agent-specific custom fields

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Tags & Segments

Organize contacts for targeted campaigns:
Apply labels to contacts: - “Hot Lead” - “Follow-up Required” - “VIP Customer” - Custom tags you define
Create dynamic groups based on criteria: - All contacts with specific tag - Contacts from certain date range - Contacts with specific custom field values

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Dynamic Variables

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Personalizing Conversations

Use contact data in your agent’s prompts and conversations: 
[Task]
1. Greet the customer: "Hi {{name}}, this is your call from TechCorp."
2. Reference their company: "I'm reaching out about {{company}}'s account."
3. Mention their status: "As a {{custom_field_1}} member, you have access to..."

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Available Variables

Any contact field becomes a usable variable:
Contact FieldVariableExample Value
name{{name}}”John Smith”
email{{email}}”john@example.com”
company{{company}}”Acme Inc”
custom_field_1{{custom_field_1}}”Premium”

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Contact Management

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Editing Contacts

Update contact information:
  • Edit individual fields
  • Bulk update via CSV re-import
  • Update through API

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Deleting Contacts

Remove contacts when needed:

Single Delete

Remove one contact at a time

Bulk Delete

Select and delete multiple contacts

Delete by Document

Remove all contacts from a specific import

Clear All

Remove all contacts for an agent

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Call History Per Contact

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Interaction Tracking

View complete call history for each contact:
  • All calls made to/from this contact
  • Call outcomes and durations
  • Transcripts and recordings
  • Analysis results

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Contact Timeline

See a chronological view of all interactions: 
📞 Dec 4, 2025 - Outbound call, 5:32 duration, Completed
   Summary: Discussed renewal options, interested in premium plan

📞 Nov 28, 2025 - Outbound call, 2:15 duration, Completed
   Summary: Initial contact, requested more information

📞 Nov 21, 2025 - Outbound call, 0:45 duration, No Answer

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Do Not Call (DNC)

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Compliance Management

Maintain DNC lists for compliance:
FeatureDescription
DNC FlagMark contacts as do-not-call
Auto-SkipCampaigns automatically skip DNC contacts
DNC ImportBulk import DNC numbers
Audit TrailTrack when/why contacts were added to DNC

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Export

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Download Contact Data

Export your phonebook data:
  • CSV Export: Download all contacts with all fields
  • Filtered Export: Export only contacts matching criteria
  • With History: Include call history and analysis data

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API Access

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Programmatic Management

Manage contacts through the API: 
# Add a contact
curl -X POST https://prod.eigi.ai/v1/contacts \
  -H "X-API-Key: your_api_key" \
  -d '{
    "agent_id": "agent_123",
    "phone_number": "+14155551234",
    "name": "John Smith",
    "custom_fields": {
      "plan": "Premium",
      "signup_date": "2024-01-15"
    }
  }'

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Best Practices

Validate Phone Numbers: Ensure all numbers include country codes and are properly formatted.
Use Meaningful Custom Fields: Name fields clearly so they’re easy to use in prompts.
Keep Data Fresh: Regularly update contact information and remove outdated entries.
Always obtain proper consent before adding contacts and respect opt-out requests immediately.

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Troubleshooting

  • Check CSV format (UTF-8 encoding) - Verify phone numbers include country codes - Look for special characters that might cause issues
  • Ensure field names match exactly (case-sensitive) - Check that the contact has data in that field - Verify the variable syntax: {{ field_name }}
  • Use “Skip Duplicates” on import - Search and merge duplicates manually - Use phone number as unique identifier