Contact Management

The Contacts page provides a high-performance virtual table for viewing, filtering, editing, and taking action on contacts.

Filtering

The filter toolbar at the top of the contacts list supports:

• Search — Free-text search across contact name, email, and phone
• Status — Filter by one or more contact statuses
• Playbook — Filter by playbook
• Date Range — Filter by submission date with timezone-aware date pickers
• Flags — Filter by test contacts, duplicates, imported contacts, or DNC

Filters are applied in combination and update the list in real time. Active filters are shown as removable badges.

Inline Editing

Click any editable cell in the contacts table to modify it directly:

• Text fields — First name, last name, email, phone, and other contact fields become inline text inputs on click
• Status — Click the status badge to open a searchable status picker with all available statuses
• Pending changes — Edited values are highlighted with an orange indicator until saved

When you have unsaved changes, a bar appears at the bottom of the table with Save and Discard options. Changes are batched — you can edit multiple contacts before saving all at once.

Press Enter to confirm an inline edit, or Escape to revert it.

Bulk Actions

Select multiple contacts using the checkboxes in the first column, then use the bulk actions toolbar:

• Delete — Permanently remove selected contacts
• Move to Playbook — Reassign selected contacts to a different playbook
• Update Status — Set a new status for all selected contacts

Bulk actions show a confirmation dialog before executing.

Contact Detail Page

Click a contact row to open the detail page, which shows the complete contact record organized into tabs:

Contact

The primary view showing all contact information, questionnaire answers, custom fields, and the current playbook assignment. Contact fields can be edited inline.

Submissions

Lists all delivery attempts for this contact. Each submission shows:

• Playbook name and ID
• Qualification result and score
• Delivery status and client response
• Journey events timeline
• Posting details (status code, client contact ID)

Files

Documents and files associated with the contact, including signed documents from DocuSeal. Upload new files or view signing status.

Interactions

Call and SMS interaction history showing:

• Call transcripts (and recordings, when recording is enabled)
• SMS message threads
• Interaction outcomes and durations
• AI agent summaries

Activity Log

Chronological log of all actions taken on the contact, including status changes, edits, calls, SMS messages, and system events. Also shows the contact's DNC preferences and upcoming scheduled callbacks.

Manual Actions

From the contact detail page, several manual actions are available:

• Deliver — Manually trigger delivery to the contact's playbook endpoint (POST /api/v1/contacts/{contactId}/deliver)
• Approve / Reject — For contacts in pending_action with human review, approve or reject the contact
• Repost — Submit the contact to a different playbook, creating a new submission
• Move to Playbook — Reassign the contact to a different playbook without reprocessing
• Add Note — Add a timestamped note to the contact record
• Mark DNC — Set Do Not Contact preferences by channel (phone, SMS, email)