Platform Guides

Contact Management

Import, organize, and manage your contacts for effective AI-powered calling campaigns.

Overview

Contacts are the foundation of your outbound campaigns. Nutalk provides flexible tools to import contacts, organize them into lists, and sync with your existing CRM systems.

Bulk Import

Import thousands of contacts from CSV files

Contact Lists

Organize contacts into reusable lists

Smart Filtering

Find and segment contacts with powerful filters

Contact Fields

Each contact can store the following information:

Field	Type	Required	Description
phone	string	Yes	Phone number in E.164 format (+15551234567)
name	string	No	Contact's full name
email	string	No	Email address
company	string	No	Company or organization name
tags	array	No	Custom tags for categorization
metadata	object	No	Custom key-value pairs for additional data

Metadata for Personalization

Use the metadata field to store information your agent can reference during calls, like account numbers, last purchase date, or preferred language.

Importing Contacts

Import from CSV

1
Go to Contacts in the sidebar.
2
Click Import and select your CSV file.
3
Map CSV columns to contact fields using the column mapper.
4
Review the preview and click Import.

Example CSV Format

contacts.csv

name,phone,email,company,tags
John Smith,+15551234567,john@example.com,Acme Corp,"lead,enterprise"
Jane Doe,+15559876543,jane@example.com,TechStart,"lead,startup"
Bob Wilson,+15555555555,bob@example.com,BigCo,"customer,vip"

Create via API

Add contacts programmatically for real-time integrations:

curl

curl -X POST "https://dev.nutalk.ai/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "phone": "+15551234567",
  "name": "John Smith",
  "email": "john@example.com",
  "company": "Acme Corp",
  "tags": [
    "lead",
    "enterprise"
  ],
  "metadata": {
    "source": "website_signup",
    "plan_interest": "pro"
  }
}'

Contact Lists

Organize contacts into lists for targeted campaigns. A contact can belong to multiple lists.

Creating a List

1. Go to Contacts → Lists
2. Click "New List"
3. Name your list and optionally add a description
4. Add contacts manually or via filters

List Examples

Enterprise LeadsTrial UsersChurned CustomersVIP Accounts

Smart Lists

Create dynamic lists based on filters. For example, "All contacts with tag 'enterprise' added in the last 30 days" will automatically update as new contacts match the criteria.

Finding Contacts

Quick Search

Use the search bar to find contacts by name, phone, email, or company. The search is instant and searches across all fields.

Advanced Filters

Apply filters to narrow down contacts:

Filter	Example
By Tag	tag = "enterprise"
By Date Added	created_at > "2024-01-01"
By Source	source = "hubspot"
By Campaign Status	campaign_status = "never_called"

Managing Contacts

Edit Contacts

Click on any contact to edit their information. Changes are saved automatically.

Bulk Tag

Select multiple contacts and add or remove tags in bulk.

Merge Duplicates

Nutalk detects duplicate phone numbers and helps you merge records.

Delete Contacts

Remove contacts individually or in bulk. Deleted contacts cannot be recovered.

Do Not Call List

Contacts who request to be removed during calls are automatically marked with a "do_not_call" status. These contacts are excluded from all future campaigns.

CRM Integrations

Sync contacts automatically with your existing CRM:

HubSpot

Two-way sync with HubSpot CRM

Kommo

Sync leads and deals from Kommo

API Reference

Manage contacts programmatically using the Contacts API.

GET/api/v1/contacts— List all contacts

POST/api/v1/contacts— Create a contact

GET/api/v1/contacts/:id— Get contact details

PATCH/api/v1/contacts/:id— Update a contact

DELETE/api/v1/contacts/:id— Delete a contact

View full Contacts API documentation

Best Practices

Validate Phone Numbers

Use E.164 format (+1XXXXXXXXXX) for all phone numbers. Nutalk will attempt to normalize numbers but may reject invalid formats.

Use Tags Strategically

Create a consistent tagging strategy. Use tags for lead status, source, industry, or any attribute you want to filter by.

Keep Data Clean

Regularly review and merge duplicates. Remove bounced or disconnected numbers to improve campaign efficiency.

Leverage Metadata

Store context in metadata that your agent can use during calls. This enables highly personalized conversations.

Next Steps

Create a Campaign

Use your contacts in an automated calling campaign.

Analytics & Reporting

Track performance and outcomes across contacts.

AnteriorCampaign Automation SiguienteAnalytics & Reporting

Platform Guides

Contact Management

Import, organize, and manage your contacts for effective AI-powered calling campaigns.

Overview

Contacts are the foundation of your outbound campaigns. Nutalk provides flexible tools to import contacts, organize them into lists, and sync with your existing CRM systems.

Bulk Import

Import thousands of contacts from CSV files

Contact Lists

Organize contacts into reusable lists

Smart Filtering

Find and segment contacts with powerful filters

Contact Fields

Each contact can store the following information:

Field	Type	Required	Description
phone	string	Yes	Phone number in E.164 format (+15551234567)
name	string	No	Contact's full name
email	string	No	Email address
company	string	No	Company or organization name
tags	array	No	Custom tags for categorization
metadata	object	No	Custom key-value pairs for additional data

Metadata for Personalization

Use the metadata field to store information your agent can reference during calls, like account numbers, last purchase date, or preferred language.

Importing Contacts

Import from CSV

1
Go to Contacts in the sidebar.
2
Click Import and select your CSV file.
3
Map CSV columns to contact fields using the column mapper.
4
Review the preview and click Import.

Example CSV Format

contacts.csv

name,phone,email,company,tags
John Smith,+15551234567,john@example.com,Acme Corp,"lead,enterprise"
Jane Doe,+15559876543,jane@example.com,TechStart,"lead,startup"
Bob Wilson,+15555555555,bob@example.com,BigCo,"customer,vip"

Create via API

Add contacts programmatically for real-time integrations:

curl

curl -X POST "https://dev.nutalk.ai/v1/contacts" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "phone": "+15551234567",
  "name": "John Smith",
  "email": "john@example.com",
  "company": "Acme Corp",
  "tags": [
    "lead",
    "enterprise"
  ],
  "metadata": {
    "source": "website_signup",
    "plan_interest": "pro"
  }
}'

Contact Lists

Organize contacts into lists for targeted campaigns. A contact can belong to multiple lists.

Creating a List

1. Go to Contacts → Lists
2. Click "New List"
3. Name your list and optionally add a description
4. Add contacts manually or via filters

List Examples

Enterprise LeadsTrial UsersChurned CustomersVIP Accounts

Smart Lists

Create dynamic lists based on filters. For example, "All contacts with tag 'enterprise' added in the last 30 days" will automatically update as new contacts match the criteria.

Finding Contacts

Quick Search

Use the search bar to find contacts by name, phone, email, or company. The search is instant and searches across all fields.

Advanced Filters

Apply filters to narrow down contacts:

Filter	Example
By Tag	tag = "enterprise"
By Date Added	created_at > "2024-01-01"
By Source	source = "hubspot"
By Campaign Status	campaign_status = "never_called"

Managing Contacts

Edit Contacts

Click on any contact to edit their information. Changes are saved automatically.

Bulk Tag

Select multiple contacts and add or remove tags in bulk.

Merge Duplicates

Nutalk detects duplicate phone numbers and helps you merge records.

Delete Contacts

Remove contacts individually or in bulk. Deleted contacts cannot be recovered.

Do Not Call List

Contacts who request to be removed during calls are automatically marked with a "do_not_call" status. These contacts are excluded from all future campaigns.

CRM Integrations

Sync contacts automatically with your existing CRM:

HubSpot

Two-way sync with HubSpot CRM

Kommo

Sync leads and deals from Kommo

API Reference

Manage contacts programmatically using the Contacts API.

GET/api/v1/contacts— List all contacts

POST/api/v1/contacts— Create a contact

GET/api/v1/contacts/:id— Get contact details

PATCH/api/v1/contacts/:id— Update a contact

DELETE/api/v1/contacts/:id— Delete a contact

View full Contacts API documentation

Best Practices

Validate Phone Numbers

Use E.164 format (+1XXXXXXXXXX) for all phone numbers. Nutalk will attempt to normalize numbers but may reject invalid formats.

Use Tags Strategically

Create a consistent tagging strategy. Use tags for lead status, source, industry, or any attribute you want to filter by.

Keep Data Clean

Regularly review and merge duplicates. Remove bounced or disconnected numbers to improve campaign efficiency.

Leverage Metadata

Store context in metadata that your agent can use during calls. This enables highly personalized conversations.

Next Steps

Create a Campaign

Use your contacts in an automated calling campaign.

Analytics & Reporting

Track performance and outcomes across contacts.

AnteriorCampaign Automation SiguienteAnalytics & Reporting