Phonebook - eigi.ai Documentation

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.

Managing Contacts

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

Contact Fields

Each contact can include:

Field	Type	Description
Phone Number	Required	Primary contact number with country code
Name	Optional	Contact’s full name
Email	Optional	Email address
Company	Optional	Organization name
Notes	Optional	Free-form notes
Custom Fields	Optional	Any additional data you need

CSV Import

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

Import Process

Prepare CSV

Format your data with phone numbers and any custom fields

Select Agent

Choose which agent these contacts are for

Upload File

Drop your CSV file or click to browse

Map Fields

Match CSV columns to contact fields

Review & Import

Preview data and confirm the import

Import Options

Option	Description
Skip Duplicates	Don’t import numbers that already exist
Update Existing	Overwrite existing contacts with new data
Add to Existing	Merge new fields with existing contacts

Contact Organization

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

Tags & Segments

Organize contacts for targeted campaigns:

Dynamic Variables

Personalizing Conversations

Use contact data in your agent’s prompts and conversations:

[Task]
Greet the customer: "Hi {{name}}, this is your call from TechCorp."
Reference their company: "I'm reaching out about {{company}}'s account."
Mention their status: "As a {{custom_field_1}} member, you have access to..."

Available Variables

Any contact field becomes a usable variable:

Contact Field	Variable	Example Value
name	`{{name}}`	”John Smith”
email	`{{email}}`	”john@example.com”
company	`{{company}}`	”Acme Inc”
custom_field_1	`{{custom_field_1}}`	”Premium”

Contact Management

Editing Contacts

Update contact information:

Edit individual fields
Bulk update via CSV re-import
Update through API

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

Call History Per Contact

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

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

Do Not Call (DNC)

Compliance Management

Maintain DNC lists for compliance:

Feature	Description
DNC Flag	Mark contacts as do-not-call
Auto-Skip	Campaigns automatically skip DNC contacts
DNC Import	Bulk import DNC numbers
Audit Trail	Track when/why contacts were added to DNC

Export

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

API Access

Programmatic Management

Manage contacts through the API:

# Add a contact
curl -X POST https://api.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"
    }
  }'

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.

Troubleshooting

Import failing

Check CSV format (UTF-8 encoding) - Verify phone numbers include country codes - Look for special characters that might cause issues

Variables not working

Ensure field names match exactly (case-sensitive) - Check that the contact has data in that field - Verify the variable syntax: {{ field_name }}

Duplicate contacts

Use “Skip Duplicates” on import - Search and merge duplicates manually - Use phone number as unique identifier

​Overview

​Managing Contacts

​Adding Contacts

Manual Entry

CSV Import

API Integration

Form Capture

​Contact Fields

​CSV Import

​Upload Format

​Import Process

​Import Options

​Contact Organization

​By Agent

​Tags & Segments

​Dynamic Variables

​Personalizing Conversations

​Available Variables

​Contact Management

​Editing Contacts

​Deleting Contacts

Single Delete

Bulk Delete

Delete by Document

Clear All

​Call History Per Contact

​Interaction Tracking

​Contact Timeline

​Do Not Call (DNC)

​Compliance Management

​Export

​Download Contact Data

​API Access

​Programmatic Management

​Best Practices

​Troubleshooting

Overview

Managing Contacts

Adding Contacts

Contact Fields

CSV Import

Upload Format

Import Process

Import Options

Contact Organization

By Agent

Tags & Segments

Dynamic Variables

Personalizing Conversations

Available Variables

Contact Management

Editing Contacts

Deleting Contacts

Call History Per Contact

Interaction Tracking

Contact Timeline

Do Not Call (DNC)

Compliance Management

Export

Download Contact Data

API Access

Programmatic Management

Best Practices

Troubleshooting