> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eigi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Phonebook

> Manage contacts, import lists, and personalize conversations with customer data

## 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

<CardGroup cols={2}>
  <Card title="Manual Entry" icon="user-plus">
    Add individual contacts with all their details
  </Card>

  <Card title="CSV Import" icon="file-csv">
    Bulk upload thousands of contacts at once
  </Card>

  <Card title="API Integration" icon="plug">
    Sync contacts from your CRM or database
  </Card>

  <Card title="Form Capture" icon="rectangle-list">
    Collect contacts from web forms
  </Card>
</CardGroup>

### 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:

```csv theme={null}
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

<Steps>
  <Step title="Prepare CSV">
    Format your data with phone numbers and any custom fields
  </Step>

  <Step title="Select Agent">Choose which agent these contacts are for</Step>
  <Step title="Upload File">Drop your CSV file or click to browse</Step>
  <Step title="Map Fields">Match CSV columns to contact fields</Step>
  <Step title="Review & Import">Preview data and confirm the import</Step>
</Steps>

### 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:

<AccordionGroup>
  <Accordion title="Tags" icon="tags">
    Apply labels to contacts: - "Hot Lead" - "Follow-up Required" - "VIP
    Customer" - Custom tags you define
  </Accordion>

  <Accordion title="Segments" icon="filter">
    Create dynamic groups based on criteria: - All contacts with specific tag -
    Contacts from certain date range - Contacts with specific custom field
    values
  </Accordion>
</AccordionGroup>

***

## Dynamic Variables

### Personalizing Conversations

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

```text theme={null}
[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..."
```

### Available Variables

Any contact field becomes a usable variable:

| Contact Field    | Variable             | Example Value                                 |
| ---------------- | -------------------- | --------------------------------------------- |
| name             | `{{name}}`           | "John Smith"                                  |
| email            | `{{email}}`          | "[john@example.com](mailto: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:

<CardGroup cols={2}>
  <Card title="Single Delete" icon="trash">
    Remove one contact at a time
  </Card>

  <Card title="Bulk Delete" icon="trash-can">
    Select and delete multiple contacts
  </Card>

  <Card title="Delete by Document" icon="file-xmark">
    Remove all contacts from a specific import
  </Card>

  <Card title="Clear All" icon="broom">
    Remove all contacts for an agent
  </Card>
</CardGroup>

***

## 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:

```bash theme={null}
# 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

<Tip>
  **Validate Phone Numbers**: Ensure all numbers include country codes and are
  properly formatted.
</Tip>

<Tip>
  **Use Meaningful Custom Fields**: Name fields clearly so they're easy to use
  in prompts.
</Tip>

<Tip>
  **Keep Data Fresh**: Regularly update contact information and remove outdated
  entries.
</Tip>

<Warning>
  Always obtain proper consent before adding contacts and respect opt-out
  requests immediately.
</Warning>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Import failing">
    * Check CSV format (UTF-8 encoding) - Verify phone numbers include country
      codes - Look for special characters that might cause issues
  </Accordion>

  <Accordion title="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 }}`
  </Accordion>

  <Accordion title="Duplicate contacts">
    * Use "Skip Duplicates" on import - Search and merge duplicates manually -
      Use phone number as unique identifier
  </Accordion>
</AccordionGroup>