Managing Contacts

How Contacts Work

Every time someone calls your business, Allison automatically creates or updates a contact profile for that caller. The profile stores their name, email (if mentioned during the call), call count, and notes — all extracted from the conversation.

On their next call, the agent already knows who they are. A returning caller hears "Hi John, welcome back!" instead of "What's your name?"

Viewing Contacts

Go to Contacts in the sidebar. You'll see a list of all callers, sorted by most recent contact. Each entry shows:

• Name (auto-extracted from calls)
• Phone number
• Email (if captured)
• Total call count
• Last contact date

Use the search bar to find contacts by name, phone number, or email.

Contact Details

Click any contact to open the detail drawer:

• Editable fields — first name, last name, email. Fix typos or add information the agent didn't capture.
• Phone number — read-only (this is how the contact is identified)
• Agent notes — auto-generated summary from calls. Read-only — this is what the agent sees in its prompt.
• Team notes — timestamped notes entered by your team. Add context, preferences, or instructions. Each note shows who wrote it and when.
• Call history — all calls from this contact with date, duration, disposition, and summary.

Adding Contacts Manually

Click Add Contact to create a profile before someone calls. Useful for:

• Pre-populating key customers before going live
• Adding a VIP with special notes
• Importing contacts from another system

When that person calls, the agent already knows them — their name, email, and any notes you added.

Team Notes

Team notes are separate from the agent's auto-generated notes. They're for your team's internal use:

• "Prefers morning appointments"
• "Owner's mother — always transfer immediately"
• "Discussed switching to the premium plan on last call"

Each note is timestamped and shows who wrote it. Notes can be deleted but not edited.

What the Agent Sees

During a call, the agent sees:

• The caller's name, email, and call count (from the contact profile)
• Auto-generated notes (from previous call extractions)
• Recent call history (summaries of past calls)

The agent uses this to personalize the conversation — greeting returning callers by name, referencing previous interactions, and not re-asking for information already captured.

Team notes are for your team's dashboard use and are not included in the agent's prompt.

Call Detail Drawer

When viewing call history on the Calls page, clicking a call shows the caller's profile at the top of the detail drawer — name, email, call count, and notes. This gives you immediate context about who was calling.