Managing contacts and importing via CSV

The Contacts page

Access Contacts from the sidebar. This shows all contacts across your workspace, sorted by most recently called.

Contact information

Each contact shows:

• Name

• Phone number

• Email

• Notes

• Last called date

• Number of appointments

Contacts are created automatically when someone calls your agent, or you can add them manually.

Importing contacts via CSV

To import contacts in bulk:

1. Go to the Contacts page.

2. Click the Import button.

3. Upload a CSV file with contact information.

4. Map CSV columns to VoiceCraft contact fields (name, phone, email).

5. Review and confirm the import.

Imported contacts become available for campaigns and are matched to future callers by phone number.

Editing contacts

Click any contact to view their detail page where you can:

• Edit name, email, and notes

• View their call history

• View their appointment history

• See which agents they have interacted with

How contacts are used

Contacts are used across the entire platform:

• Campaigns - Select recipients for SMS and call campaigns

• Caller identification - Match incoming calls to known contacts

• CRM sync - Sync to HubSpot when enabled

• Form pre-fill - Auto-fill form fields for known callers