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Documentation Index

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

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

Directory page showing contact list with status and priority The Directory is your contact database. Import contacts, organize them with statuses and tags, and track all call interactions in one place.

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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

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Adding Contacts

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Add Single Contact

1

Navigate to Directory

Go to Directory in the Workspace section and click Add Contact.
2

Enter Details

Fill in the contact information. At minimum, you need a name and 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.

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Import from CSV

For bulk imports:
1

Download Template

Click Import CSV then 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, select your completed spreadsheet, and upload.
4

Map Columns

Verify that columns are mapped correctly (Name to Name, Phone to Phone, etc.).
5

Import

Click Import. Duplicates are automatically detected.

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CSV Format

ColumnRequiredDescription
nameYesFull name of the contact
phoneYesPhone number with country code
emailNoEmail address
companyNoCompany or organization
statusNoLead, Prospect, Customer, Churned
priorityNoHigh, Medium, Low
lead_sourceNoWhere the contact came from
Phone numbers should include the country code (e.g., +1 for US, +44 for UK).

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Contact Statuses

StatusDescription
LeadNew contact, not yet qualified
ProspectQualified, showing interest
CustomerConverted, active customer
ChurnedFormer customer, no longer active
Find contacts using:
  • Search — Type a name, phone, or email
  • Status Filter — Show only Leads, Prospects, etc.
  • Priority Filter — Filter by High, Medium, or Low

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Contact Details

Click on any contact to see:
  • Full contact information
  • All calls made to them
  • Call outcomes and AI summaries
  • Interaction timeline

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Best Practices

Clean Your Data: Remove invalid phone numbers and duplicates before importing.
Use Country Codes: Standardize phone numbers with country codes (+1, +44, etc.).
Respect Privacy: Only import contacts who have consented to receive calls. Follow TCPA, GDPR, and local regulations.

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Next Steps

Create VoiceFlows

Use your contacts in a VoiceFlow

Launch Outreach

Call your contacts at scale