Contact Management
Manage your contact database — add, import, edit, tag, and organize contacts for voice, WhatsApp, and email campaigns.
Overview
The Contacts module serves as your central address book. It stores contact information used across all communication channels — voice calls, WhatsApp messages, and email campaigns. Every contact is a potential recipient in your outbound campaigns and is tracked across all interactions.
Features
Adding Contacts
Manual Entry:
- Navigate to Contacts
- Click Add Contact
- Enter name, phone number, email, and tags
- Click Save
Bulk Import:
- Click Import
- Submit a JSON array of contacts through the API or dashboard form
- Each contact requires a
nameandphonefield;emailandtagsare optional - Confirm and import
Contact Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | Contact’s full name |
| Phone | Yes | Phone number with country code (used for voice and WhatsApp) |
| No | Email address (required for email campaigns) | |
| Tags | No | Comma-separated labels for grouping, filtering, and campaign targeting |
| Created | Auto | Date and time the contact was added |
Managing Contacts
- Edit — Update contact information including name, phone, email, and tags
- Delete — Permanently remove individual contacts. This action cannot be undone.
- Bulk Delete — Select multiple contacts and permanently remove them at once
- Delete All — Clear your entire contact list (requires confirmation; use with extreme caution)
- Search — Find contacts by name, phone, or email
- Filter by Tag — Narrow the contact view to specific tag groups
Tag Management
Tags are stored as comma-separated strings on each contact. Only the last tag is displayed in the contact list. For multi-tag filtering, use the search functionality. Tags serve as flexible labels for organization and targeting:
Common Tag Use Cases:
- Source tracking:
import-2026-07,scraper-leads,webinar-signup - Lead status:
hot-lead,warm-lead,cold-lead,qualified - Campaign targeting:
newsletter-subscriber,promo-q3,loyalty-member - Demographics:
mumbai,enterprise,retail,healthcare - Behavioral:
opened-email,clicked-link,whatsapp-active
Tag Strategy. Use consistent, lowercase tag naming conventions (e.g., hot-lead not Hot Lead or HotLead). Tags are the primary way to segment contacts for campaigns, so invest time in a logical tagging taxonomy from the start. Tags are stored as comma-separated strings; the last tag is displayed as the primary label.
Bulk Operations
Manage contacts at scale with bulk actions:
| Operation | Description |
|---|---|
| Bulk Tag | Assign or remove tags on multiple contacts simultaneously |
| Bulk Delete | Remove selected contacts in one operation |
| Bulk Export | Export selected contacts to CSV for external use |
Truecaller Integration
Voxvaani integrates with Truecaller for basic name resolution of phone numbers. When enabled:
- Name lookup — Recognized phone numbers are resolved to names. A hardcoded database of 5 test Indian numbers is available out-of-the-box, with fallback to a stable mock name generator based on the phone number hash.
Truecaller Integration Requirements. Name resolution via Truecaller requires an active integration configured in your organization settings. If a TRUECALLER_TOKEN environment variable is configured, real Truecaller API lookups are attempted first. Otherwise, the system falls back to the internal mock database.
Data Privacy and Compliance
WhatsApp Opt-In Requirements. Before sending WhatsApp messages to any contact, you must have documented opt-in consent from that contact. WhatsApp Business policies strictly require this. Tag contacts with their consent source and date (e.g., wa-optin-website, wa-optin-2026-07) for audit trails.
GDPR / Data Protection. If you collect or store personal data of EU residents, ensure you have a lawful basis for processing (consent, legitimate interest, etc.) and respond to data subject requests (access, deletion, correction) within regulatory timeframes. Use tags to track consent status and data processing preferences.
Tips
- Use consistent tags to organize contacts by source and campaign — this enables precise campaign targeting
- Regularly clean your contact list to remove invalid numbers and unengaged contacts
- Before bulk imports, validate phone numbers and email addresses to reduce bounce rates and delivery failures
- Always include country codes in phone numbers for reliable voice and WhatsApp delivery
- Contacts are permanently deleted — review selections carefully before confirming deletion