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Audience

  • Operators maintaining day-to-day contact records
  • Teams importing medium/large prospect lists for outbound workflows

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Prerequisites

  • Access to the Contacts page in your workspace
  • Contact data in valid format (manual entry, CSV, or VCF file)
  • For bulk imports, source file reviewed for duplicates/format issues

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Choose your path

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Small list (manual path)

  1. Open Contacts.
  2. Select Add Contact.
  3. Enter contact name and phone number (plus optional fields).
  4. Save and confirm the record appears in list view.
Expected result:
  • Contacts are available immediately for call workflows.

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Large list — CSV import

Use this path when you have a CSV export from another system (e.g. VaultRE, or any spreadsheet-based contact list).
  1. Open Contacts and select Add Contact → Import via CSV.
  2. Upload your CSV file (drag/drop or file picker).
  3. Voqo AI processes the file and imports valid contacts.
  4. Open Import History (top-right of the Contacts page) to check the import status.
Expected result:
  • Valid contacts are imported and visible in your contact list.
  • Contacts that already exist are updated rather than duplicated (matched by phone number or email).
  • Contacts without any phone number or email are skipped.

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Large list — VCF import

  1. Open Contacts and choose Batch Upload.
  2. Upload a VCF file (drag/drop or file picker).
  3. Review parsed contacts in preview.
  4. Resolve or remove invalid rows.
  5. Select Import Contacts to finalise.
Expected result:
  • Valid contacts are imported and visible; invalid rows are flagged.

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Import History

The Import History panel (accessible from the top-right of the Contacts page) shows a log of all past CSV import jobs for your workspace. Each entry shows:
  • Status — Completed, Processing, or Failed.
  • Started / Completed — timestamps for the job.
  • Contacts imported / skipped / failed — a breakdown of the result.
If an import is taking longer than expected, the panel will flag it as potentially interrupted.

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Validation and error-handling rules

  • CSV files should include at least a name and one contact method (phone or email) per row.
  • Phone numbers are normalised to international format (E.164) automatically.
  • Duplicate detection matches on phone number or email — existing contacts are updated, not duplicated.
  • VCF files must be valid VCF format; each entry should include at least name and phone number.
  • If multiple numbers exist in one contact, one preferred number may be selected by import logic.

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Automatic contact updates

  • Automatic contact creation can add contacts from inbound callers.
  • Automatic name update can refresh name values from newer verified interactions.

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Troubleshooting

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Import preview shows many invalid contacts

  • Re-export your source contacts to a clean VCF.
  • Normalise phone number formats before import.
  • Remove malformed entries and retry import.

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Imported contacts are fewer than expected

  • Check that each row includes at least one phone number or email.
  • Check duplicate-number collisions in the source file.
  • Split very large lists and import in smaller batches.

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Contact does not appear in call context

  • Confirm call used the same number saved in contact record.
  • Verify workspace context and refresh contact list.

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CSV import job is stuck in “Processing”

  • Wait up to 10 minutes — large files take time.
  • If the Import History panel flags the job as potentially interrupted, re-upload the file.
If unresolved, contact support with workspace ID, sample row from source file, and import timestamp.

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Customer profiles

When Profile Enrichment is enabled on your agent, contacts are automatically tagged with structured profiles (Buyer, Seller, Investor, Tenant) after each engaged call. Open a contact and expand the Customer Profiles panel in the sidebar to see what your agent has captured so far.