Overview
The Contacts page manages the employee directory that visitors can search through on the kiosk. Visitors use the contact search screen to find people by name, phone, or email, and then initiate a call or notification.Accessing Contacts
Navigate to your Receptionist agent in the sidebar, then click Contacts. The page has two tabs:| Tab | Purpose |
|---|---|
| My Contacts | View, search, edit, and delete existing contacts |
| Add New | Add contacts manually or import via CSV |
Viewing Contacts
The My Contacts tab displays all contacts in a data table with:- Name — Full name of the employee
- Phone — Phone number
- Email — Email address
- Actions — Edit and delete buttons
Searching
Use the search bar above the table to filter contacts by name, phone, or email. Search is instant and case-insensitive.Bulk Actions
Select multiple contacts using checkboxes (shift-click for range selection) to perform bulk actions:- Delete selected — Remove multiple contacts at once
Adding Contacts
Switch to the Add New tab to add contacts. Three methods are available:Manual Entry
Fill in the contact form:- Enter the Name (required)
- Enter the Phone number (optional)
- Enter the Email address (optional)
- Click Add Contact
CSV Import
Import contacts from a CSV file:- Click Import CSV
- Upload a CSV file or paste CSV data into the text area
- The expected format is:
name,phone,email(one contact per line) - Review the parsed contacts
- Click Import to add them
The CSV parser handles quoted fields correctly (e.g.,
"Smith, John","+1234567890","john@example.com"), so names with commas work as expected.Example Contacts
Click Add 3 Example Contacts to quickly populate the directory with sample data for testing.Editing Contacts
Click the edit icon (pencil) in the Actions column to edit a contact. Update any field and save changes.Deleting Contacts
Click the delete icon (trash) in the Actions column to remove a single contact. For bulk deletion, use checkboxes and the bulk actions bar.Best Practices
Keep contact data clean
Keep contact data clean
Regularly review and update contacts. Remove employees who have left and add new ones promptly. Visitors rely on this directory to find the right person.
Include phone numbers
Include phone numbers
While phone and email are optional, including at least a phone number for each contact enables the full calling flow on the kiosk.
Use full names
Use full names
Enter full names (first and last) to make search results more accurate. Avoid abbreviations or nicknames that visitors might not recognize.
Use CSV for bulk imports
Use CSV for bulk imports
If you have more than a few contacts, export them from your HR system or directory as CSV and import them. This is much faster than manual entry.