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Documentation Index

Fetch the complete documentation index at: https://docs.talkturo.ai/llms.txt

Use this file to discover all available pages before exploring further.

A company record represents an organization in your CRM. Every contact in Talkturo belongs to a company, so company records are the backbone of account-based calling — they let you see all the people at a given organization, track engagement at the account level, and pass company context into your AI assistant’s prompts. You should create company records before adding contacts.

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What a company record contains

Identity

Company name, industry, company size, website, and phone number.

Address

Address lines, city, state/province, postal code, and country (2-letter ISO code).

Linked contacts

A count of all contacts associated with this company. Click through to see the full list.

Custom fields

Flexible additional fields your team defines, or that the AI info extractor creates automatically.
Available industry options include: Technology, Healthcare, Finance, Retail, Manufacturing, Education, Real Estate, Consulting, Marketing, and Other. Company size options range from 1–10 to 500+ employees.

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Create a company

1

Open the Companies page

In the sidebar, navigate to Companies under your account.
2

Click Add Company

Select Add Company in the top-right corner of the page.
3

Fill in the company details

Company name is the only required field. You can also provide:
  • Industry and company size
  • Website and phone number
  • Full mailing address
  • Any active custom fields for your account
  • Internal notes
4

Save the company

Click Create Company. The company appears in your companies table and is immediately available to link to contacts.
When you add a contact manually, you select the company from a dropdown. The contact is then associated with that company record for its lifetime. You can also update a contact’s company association later by editing the contact. When you import contacts from CSV, include a company_name column. Talkturo matches existing companies by name or creates new ones automatically if the Automatically create companies option is enabled during import.
Each contact belongs to exactly one company. If you need to move a contact to a different company, edit the contact and select the new company.

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Edit a company

Click any company row in the companies table to open the detail panel. From there you can update any field, including custom fields, and save your changes. The panel also shows the total number of contacts linked to this company.
Deleting a company removes the company record but does not automatically delete its linked contacts. Those contacts lose their company association. Reassign them to another company before deleting if needed.

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Filter and search companies

Use the search bar at the top of the Companies page to find companies by name. Use the Industry dropdown to filter by sector. Clear filters with the reset button to return to the full list.

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Use company data in assistant prompts

You can reference company fields in your AI assistant’s system prompt using template variables. For example: 
You are calling on behalf of {{contact.company.name}}.
The contact works in the {{company.industry}} industry.
This lets your assistant personalize each conversation based on the company’s profile.
Populate your company records with accurate industry and size data before running outbound campaigns. Your assistant can use this context to tailor its approach for each account.

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API reference

Use the REST API to create and list companies programmatically. All requests require a bearer token.

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Create a company

POST /api/crm/companies

{
  "teamId": "your-team-id",
  "name": "Acme Corp",
  "website": "https://acme.com",
  "industry": "technology",
  "companySize": "51-200",
  "phone": "+12025550100",
  "addressLine1": "123 Main Street",
  "city": "San Francisco",
  "state": "CA",
  "postalCode": "94105",
  "country": "US",
  "notes": "Key enterprise account",
  "customFields": {
    "account_tier": "Gold"
  }
}
Required fields: teamId, name

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List companies

GET /api/crm/companies?teamId=your-team-id&limit=50&offset=0
Query parameters:
ParameterTypeDescription
teamIdstringYour team identifier.
accountSlugstringAlternative to teamId.
searchstringSearch by company name.
industrystringFilter by industry value.
limitintegerRecords per page. Default: 50.
offsetintegerPagination offset. Default: 0.
Response: 
{
  "success": true,
  "companies": [...],
  "count": 45,
  "limit": 50,
  "offset": 0
}
Each company object in the response includes a contact_count field showing the number of linked contacts.