Your AI receptionist automatically creates a contact each time a new caller reaches out. Over time, your contact list builds itself. Your receptionist also remembers previous conversations with each contact, so returning callers don't have to repeat themselves. You can add names, notes, and other details to give your receptionist even more context about a caller.

Click Contacts on the left, then click Add contact. Enter the contact's phone number, name, and any notes you want your receptionist to know when they call. Then click Add contact.

Go to Inbox and click Calls. Click any call, then click the caller's name or number at the top. This opens their contact card, where you can see their details, memory from past calls, and any notes.

You can also open a contact card by clicking a name on the Contacts page.

On the contact card, enter a name under Full name and type into the Note field to give your receptionist more context about the caller. Click Save changes at the bottom of the card.

The next time that person calls in, your receptionist will have access to their name, notes, and memory from previous conversations.

If your AI agent replies to texts, it recognizes saved contacts too. When a contact texts in, it sees their name, notes, contact fields and memory from earlier calls, so it won't ask again.

Texts don't add to a contact's memory. A detail someone shares by text won't be remembered on their next call or text.

On the contact card, click the three dots at the top right, then click View calls. This shows every call from that contact in one view.

Open the contact card, click the three dots at the top right, then click Block contact. Calls from that number are automatically declined. To unblock someone, click the three dots again and choose Unblock contact.

To see everyone you've blocked, click Contacts and switch to Blocked at the top right. Deleting a contact also unblocks them. For step-by-step help, see How to block or unblock a caller.

Click Contacts on the left. Click Export XLSX to download all of your contacts as a spreadsheet. Click Import CSV to bring in an existing contact list.

Once imported, your receptionist recognizes returning callers by their phone number and skips questions you already have answers to, like name and email. Any notes you include come across too.

Pick the guide that matches where your contacts live:

Click Contacts on the left and find the contact you want to remove. Click the trash icon at the right of their row. You can also open the contact card, click the three dots, and choose Delete contact.

To reset what your receptionist remembers about a caller, open their contact card and click Clear under Memory. This is useful when you're running test calls or when outdated information needs to be removed.