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Documentation Index

Fetch the complete documentation index at: https://docs.vozagent.ai/llms.txt

Use this file to discover all available pages before exploring further.

Your contacts list is the foundation for campaigns and outbound calls. This article covers how to add contacts manually, edit their details, and keep your list organized.

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Adding a Contact Manually

  1. Go to Contacts in the left sidebar.
  2. Click the Add Contact button in the top right.
  3. A panel slides open with three tabs: Add single contact, Import from CSV, and Copy/paste. Select Add single contact.
  4. Fill in the required fields (marked with an asterisk):
    • First Name — required
    • Phone Number — required, with a country code picker
  5. Fill in any optional fields you have available (see full list below).
  6. Click Add contact.
Tip: Check the “Add another contact” checkbox at the bottom of the form to stay on the same screen after saving, so you can quickly add multiple contacts in a row.

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Contact Fields

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Required Fields

FieldDescription
First NameThe contact’s first name.
Phone NumberMust be a valid phone number with country code. Duplicates are automatically detected.

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Optional Fields

FieldDescription
Last NameThe contact’s last name.
EmailEmail address (validated for proper format).
CompanyCompany or business name.
Job TitleThe contact’s role or position.
StatusActive, Inactive, or Do Not Call. Defaults to Active.
TagsFreeform labels for organizing contacts. Type and press Enter to add.
Preferred Contact TimeWhen the contact prefers to be reached (e.g., “Morning”, “After 5pm”).
Time ZoneThe contact’s time zone (Eastern, Central, Mountain, Pacific, or Arizona).
NotesInternal notes visible only to your team.

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Editing a Contact

  1. In the contacts table, click on any contact row to open their detail page.
  2. The detail page has five tabs:
    • Overview — Edit personal information, company details, personal and company addresses, and social media profiles.
    • History — View all past calls with this contact, including date, duration, type, and call summaries.
    • Notes — Add or update notes and contact preferences.
    • Info — View read-only metadata like Contact ID, source, date added, last updated, and last contacted dates.
    • Actions — Initiate an outbound call to this contact by selecting an assistant.
  3. Make your changes on any tab.
  4. Click Save Changes in the top right when you are done.

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Contact Statuses

  • Active — Available for campaigns and calls. This is the default.
  • Inactive — Excluded from new campaigns but still in your list.
  • Do Not Call — Completely blocked from receiving any calls. A warning banner appears on the contact’s Actions tab.

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Additional Detail Fields

The contact detail page includes fields beyond what is available in the quick-add form:
  • Contact Type — Person or Business
  • Preferred Contact Method — Phone, Email, or Either
  • Preferred Language — English, Spanish, or Portuguese
  • Lead Source — Where the contact came from (e.g., Referral, Website, Social Media)
  • Personal Address — Street address, city, state/province, ZIP/postal code, country
  • Company Address — Separate address fields for the company location
  • Company Website — URL for the contact’s business
  • Social Networks — Facebook, X (Twitter), Instagram, LinkedIn, YouTube, TikTok, Yelp, and Google Business Profile URLs

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Deleting a Contact

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Delete a Single Contact

  1. In the contacts table, click the three-dot menu on the right side of the contact row.
  2. Select Delete.
  3. Confirm the deletion in the dialog that appears.

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Bulk Delete Contacts

  1. Use the checkboxes on the left side of the table to select multiple contacts. You can also use the “Select all” checkbox in the table header.
  2. An Actions dropdown appears at the top showing how many contacts are selected.
  3. Click Actions, then select Delete Selected.
  4. Confirm the bulk deletion.

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Contact Sources

VozAgent tracks where each contact came from. You will see one of these source labels in the contacts table:
  • Manual — Added through the single contact form
  • CSV Import — Imported from a CSV file
  • Excel — Added via copy/paste
  • Call — Created automatically from an inbound VozAgent call
  • CRM — Synced from GoHighLevel or another CRM integration
  • API — Created through the VozAgent API

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Quick Actions from the Contact Detail Page

From any contact’s detail page, you can use the icon buttons in the top right to:
  • Send an email — Opens your default email client
  • Call the phone — Opens your phone dialer
  • Open WhatsApp — Starts a WhatsApp conversation with the contact

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Admin Permissions

Only users with the Admin role can add, edit, and delete contacts. If you are a regular user, you can view contacts but cannot make changes. Contact your organization admin if you need editing access.