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Contacts

Contacts is your living book of everyone who has touched an Insighto assistant — every caller, every chat visitor who left a name, every WhatsApp number. It builds itself: as conversations happen, contacts get created and updated automatically. You can also add people manually or bulk-import a CSV.

Where contacts come from​

There are three sources:

  1. Auto-upsert from conversations — when an assistant talks to someone, Insighto creates a contact (if new) or updates one (if known). Phone numbers, emails, names, and any custom fields the assistant captured all flow in.
  2. Manual add — Outreach → Contacts → Add contact, fill out the form, save.
  3. CSV bulk import — Outreach → Contacts → Import CSV. Upload a CSV, map columns to fields, and Insighto creates the rows. Existing contacts (matched by phone or email) are updated, not duplicated.

What you see in the list​

Default page size is 50. Columns include name, email, phone, country flag, and the channels they've used.

The country flag is rendered from the contact's dial_code (an ISO-2 country code like US, IN, BR, GB). If dial_code is empty, no flag shows.

There's no full-text search, no tagging, and no merge UI. To merge duplicates today, export and re-import a cleaned CSV.

Channels on a contact​

A contact's channel identifiers live in a JSON channels block on the record. The shape:

{
  "telephone": "+15551234567",
  "national_number": "5551234567",
  "country_code": "1",
  "dial_code": "US",
  "whatsapp": "+15551234567",
  "instagram": "ig_username",
  "slack": "U01ABCD234",
  "microsoft_teams": "29:1abc...",
  "email": "person@example.com"
}

A contact can carry as many of these as you've captured. The same person reaching out from web chat (email) and later from WhatsApp (phone) becomes one contact, not two.

Custom fields​

Add custom fields under Settings → Custom fields (or from the contact edit drawer). Two types are supported today:

  • String
  • Number

No date, no boolean, no dropdown — yet. Custom fields show up as additional columns on the contact and can be set by the assistant during a conversation.

How auto-upsert works​

The match key is phone OR email — whichever the assistant captured first.

What's not here today​

To set expectations:

  • No tags or segments.
  • No full-text search.
  • No "merge duplicates" UI.
  • No bulk delete (delete one at a time, or rebuild via import).

Where to next​

  • Campaigns — use your contact list for outbound calling.
  • Conversations — every conversation is linked to its contact.
  • Forms captured — leads with specific structured data captured.