Contacts: Managing Your Contact List

Contacts let you store and organize the people your AI agent interacts with. When someone calls your SkipCalls number, the system automatically checks your contact list and passes their name and details to the AI agent so it can greet them personally. You can also use contacts to schedule outbound calls directly from the dashboard.

Adding a Contact

To add a single contact:

Go to the Contacts page in your dashboard.
Click the Add Contact button in the top-right corner.
Fill in the form:
- First Name (required)
- Phone Number (required)
Add any optional details (see below).
Click Add Contact to save.

To edit an existing contact, hover over the contact row, click the three-dot menu on the right, and select Edit.

Contact Fields

Each contact supports the following information:

First Name — required. Your AI agent uses this to greet callers by name.
Last Name — optional.
Phone Number — required. This is how the system recognizes incoming callers. Each phone number must be unique.
Email — optional.
Company Name — optional. You can filter contacts by company in the dashboard.
Notes — optional. Free-text notes about the contact. These are shared with the AI agent as extra context during calls.
Tags — optional. Add one or more tags to organize contacts into groups.
Favorite — optional. Mark contacts as favorites to see a star icon next to their name.

Importing Contacts from a File

You can import contacts in bulk instead of adding them one by one.

Click the Import button at the top of the Contacts page.
Drag and drop your file, or click Select File to choose one from your computer.
Click Import Contacts to process the file.

Supported Formats

You can import CSV or JSON files.

CSV example:

firstName,lastName,companyName,phoneNumber
John,Doe,Acme Inc.,+1234567890
Jane,Smith,Tech Corp,+0987654321

JSON example:

[
  {
    "firstName": "John",
    "lastName": "Doe",
    "companyName": "Acme Inc.",
    "phoneNumber": "+1234567890"
  }
]

Smart Column Mapping

Your file columns don't need to match these exact names. SkipCalls automatically recognizes common variations like "first_name", "Name", "phone", or "mobile" and maps them to the right fields.

Import Rules

Every row needs a phone number. Rows without one are skipped.
Either a first name or company name must be present.
If a contact with the same phone number already exists, it will be updated with the new data instead of duplicated.
After import, you'll see how many contacts were added and any rows that were skipped.

Searching and Filtering

Search

Use the search bar at the top to find contacts by name, phone number, email, or company. Results update as you type.

Filter by Tags

Click the Tags dropdown to show only contacts with specific tags. You can select multiple tags to narrow results.

Filter by Company

Click the Company dropdown to show contacts from a specific company.

Sorting

Click column headers to sort by name or company. Click again to switch between A-Z and Z-A.

Clearing Filters

Active filters appear as badges below the search bar. Click any badge to remove it, or click Clear all to reset.

How Your AI Agent Uses Contacts

When someone calls your SkipCalls number, the system checks the caller's phone number against your contact list before the AI picks up. If there's a match:

The AI agent receives the contact's name, company, notes, and other details.
The agent greets them personally (e.g., "Hi John, how can I help you today?").
The contact's name appears in your call history and notifications instead of just a phone number.

The system handles different phone number formats automatically, so you don't need to worry about how numbers are entered.

Calling a Contact

You can start an outbound call directly from your contact list. Hover over any contact and click the Call button. This takes you to the call scheduling page with the contact's information pre-filled.

Contacts in Webhooks and CRM

When a call from a known contact finishes, the contact's name is included in any webhook or CRM notification you've set up. This helps your CRM automatically match call records to the right person.

For more details, see the Integrations article.

Mobile App Sync

If you use the SkipCalls mobile app, contacts sync between your phone and your SkipCalls account. All contacts are shared across mobile and web — they're tied to your account, not a specific device.

Deleting Contacts

To delete a single contact, hover over the row, click the three-dot menu, and select Delete.

To delete all contacts at once, click the Delete All button at the top of the page. You'll be asked to confirm since this can't be undone.