Managing Contacts

What Are Contacts?

Contacts are the people your AI agents call. The Contacts page is where you upload, organize, and manage your phone number lists before launching campaigns or making individual calls.

Think of it as your calling CRM — every number you've ever called or plan to call lives here, with all the context attached.

Video walkthrough — Managing your contacts

Adding Contacts

There are two ways to add contacts:

Manual entry

Click + Add Contact on the Contacts page and fill in:

• Phone number (required) — with country code, e.g. +919876543210
• Name (optional) — displayed in call logs and available to the agent during calls
• Email (optional) — stored for reference
• Tags (optional) — organize contacts by category (e.g. “hot-leads”, “jaipur”, “follow-up”)

CSV upload

For bulk imports, upload a CSV file. Required column: phone. Optional columns:

Organizing with Tags

Tags help you segment contacts for targeted campaigns. Some useful tagging patterns:

• By source: “website”, “referral”, “justdial”, “99acres”
• By interest: “2bhk”, “commercial”, “rental”
• By stage: “new-lead”, “qualified”, “site-visit-done”
• By city: “jaipur”, “delhi”, “mumbai”

When creating a campaign, you can filter contacts by tags — so “call all contacts tagged ‘new-lead’ in ‘jaipur’” is easy.

Using Contacts in Campaigns

When creating a campaign:

1. Go to Campaigns → + New Campaign
2. In the Contacts step, select an existing contact list or upload a new CSV
3. Filter by tags if you want a specific subset
4. The campaign will call every number in the selected list

Contacts that have been called before show their call history — useful for avoiding repeat calls.

Personalization with Contact Data

If your contacts have a name field, your agent can use it in greetings. For example, if the agent greeting is:

Namaste, kya main Rahul ji se baat kar raha hoon?

The agent pulls “Rahul” from the contact record automatically. This makes calls feel personal and increases answer rates.

DND / NDNC Compliance

Before launching any campaign, you should scrub your contact list against the NDNC (National Do Not Call) Registry. Calling DND-registered numbers for promotional purposes is illegal under TRAI regulations.

• Use Vaaad AI's built-in DND filter (if enabled)
• Mark contacts as “do-not-call” if they request it during a call
• Keep records of your scrubbing process for compliance

See staying ban-free in our documentation for full compliance details.

Exporting Contacts

Export your full contact list as CSV from the Contacts page. The export includes all fields: phone, name, email, tags, last called date, and total calls made.

Limits

Next: Track your calling performance with Analytics →