Add Contacts

Adding Contacts via CSV

• Download the recommended CSV template
• Minimum required fields: First name and phone number
• Use custom variables with double curly brackets: {{variable_name}}

Alternative Methods

• Manual Entry: Add individual contacts directly
• Automated: Launch calls from Zapier or GoHighLevel
• Immediate: Enter phone numbers to request calls instantly

Custom Variables

You can attach custom data to each contact that the AI agent can reference during conversations. In your CSV, add extra columns with any name (e.g., appointmentDate, policyNumber). These become available in the agent’s script as {{columnName}}.

When using the API, pass custom fields as additional properties in the request body:

1
{
2
  "firstName": "Emily",
3
  "lastName": "Johnson",
4
  "phoneNumber": "+14155552671",
5
  "appointmentDate": "May 15, 2025",
6
  "policyNumber": "POL-12345"
7
}

The agent can then reference {{appointmentDate}} and {{policyNumber}} in its script. See the Create contact API reference for details.