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The Contacts section gives you access to your organization’s full user directory alongside personal contacts and groups you manage yourself. You can search, call, or message anyone in your directory directly from this section.

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How to open Contacts

Click Contacts in the left sidebar.

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The four tabs

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Recents

Shows the people you have most recently called or messaged. This tab gives you quick access to your frequent contacts without searching.

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Directory

Lists every user in your organization. You can search by name or extension to find a specific person. Click any entry to view their profile, call them, or start a message.

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Groups

Displays contact groups — collections of contacts you have organized together. Use groups to message or reach multiple people at once.

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Personal

Contains contacts you have added manually that are not part of the company directory. These are visible only to you.

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How to add a personal contact

  1. Click the Personal tab.
  2. Click Add contact.
  3. Fill in the contact’s name, phone number, and email address.
  4. Click Save.
Personal contacts are private to your account. Other users in your organization cannot see them.

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How to create a group

  1. Click the Groups tab.
  2. Click New group.
  3. Enter a name for the group.
  4. Add the contacts you want to include.
  5. Click Save.

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How to import contacts via CSV

If you have a list of contacts in a spreadsheet, you can import them all at once using a CSV file.
  1. Click the import icon in the Contacts section.
  2. Click Download example CSV to get the template file.
  3. Open the template and fill in your contacts following the column format provided.
  4. Return to Contacts and upload your completed CSV file.
Use the example CSV template as a guide. Contacts with missing required fields may be skipped during import.

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How to export contacts

Click the export icon in the Contacts section. Your contacts download as a CSV file that you can open in any spreadsheet application.