Contacts
Contacts are the people your AI agents will call. EolasFlow helps you import, organize, and track all your contact interactions in one place.Contact Overview
Each contact record includes:- Name - First and last name
- Phone - Primary phone number for calling
- Email - Email address (optional)
- Company - Organization they belong to
- Status - Lead, Prospect, Customer, or Churned
- Priority - High, Medium, or Low
- Lead Source - Where the contact came from
Adding Contacts
Add Single Contact
1
Navigate to Contacts
Go to Dashboard → Contacts and click Add Contact.
2
Enter Details
Fill in the contact information. At minimum, you need:
- Name
- Phone number
3
Set Status and Priority
Choose the appropriate status (Lead, Prospect, etc.) and priority level.
4
Save
Click Save to add the contact to your database.
Import from CSV
For bulk imports, use our CSV import feature:1
Download Template
Click Import CSV → Download Template to get a properly formatted spreadsheet.
2
Fill in Your Data
Open the template in Excel or Google Sheets and add your contacts.
3
Upload the File
Click Import CSV → Choose File and select your completed spreadsheet.
4
Map Columns
Verify that columns are mapped correctly (Name → Name, Phone → Phone, etc.).
5
Import
Click Import to add all contacts. Duplicates are automatically detected.
CSV Format
Your CSV should include these columns:| Column | Required | Description |
|---|---|---|
name | Yes | Full name of the contact |
phone | Yes | Phone number with country code |
email | No | Email address |
company | No | Company or organization |
status | No | Lead, Prospect, Customer, Churned |
priority | No | High, Medium, Low |
lead_source | No | Where the contact came from |
Phone numbers should include the country code (e.g., +1 for US, +44 for UK).
Contact Statuses
Track where each contact is in your pipeline:| Status | Description |
|---|---|
| Lead | New contact, not yet qualified |
| Prospect | Qualified, showing interest |
| Customer | Converted, active customer |
| Churned | Former customer, no longer active |
Filtering and Search
Find contacts quickly using filters:- Search: Type a name, phone, or email
- Status Filter: Show only Leads, Prospects, etc.
- Priority Filter: Filter by High, Medium, or Low priority
Contact Statistics
The Contacts page shows key metrics:| Metric | Description |
|---|---|
| Total Contacts | All contacts in your database |
| New This Week | Contacts added in the last 7 days |
| Active Leads | Contacts with Lead status |
| Customers | Contacts with Customer status |
Editing Contacts
- Click on any contact row to open the detail view
- Click Edit to modify information
- Update fields as needed
- Click Save to apply changes
Interaction History
Each contact automatically tracks:- All calls made to them
- Call outcomes (answered, voicemail, etc.)
- AI-generated call summaries
- Notes and follow-up tasks
Best Practices
Deleting Contacts
To remove a contact:- Open the contact detail view
- Click Delete
- Confirm the deletion