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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.

Contacts are the foundation of your CRM. Each contact represents an individual person your AI assistant can call, with a phone number, optional email address, job title, lead status, and a link to a company record. As your assistant has conversations, Talkturo automatically enriches contacts with data captured from each call, so your records stay up to date without manual effort.

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What a contact record contains

A contact stores the following information:

Identity

First name, last name, job title, email, primary phone, and optional secondary phone number.

Lead status

One of: New, Contacted, Qualified, Unqualified, Customer, Churned, or Do Not Contact.

Company association

A link to a company record. Every contact must belong to a company.

Custom fields

Any additional fields your team defines — or that the AI info extractor creates automatically from call transcripts.
Additional fields include: source (how the contact entered your CRM), timezone, preferred contact method, do-not-call flag, tags, and free-text notes.

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Add contacts

You can add contacts in two ways: one at a time through the dashboard, or in bulk via CSV import.

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Add a contact manually

1

Open the Contacts page

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

Click Add Contact

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

Fill in the contact details

First name and last name are required. You must also select a company — create the company first if it does not exist yet.Optional fields include email, mobile number, job title, lead status, source, and any custom fields defined for your account.
4

Save the contact

Click Create Contact. The contact appears in your contacts table immediately.
You must create at least one company before you can add a contact. Contacts cannot exist without a company association.

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Import contacts from CSV

To add many contacts at once, use the CSV importer.
1

Prepare your CSV file

Your file must include at minimum a First Name, Last Name, and Company Name column. Optional columns include email, phone, job title, lead status, source, timezone, tags, and company details (website, industry, city, country, etc.).Example file structure:
first_name,last_name,email,phone,job_title,lead_status,company_name,company_industry,company_city
Jane,Smith,jane@acme.com,+12025550100,CEO,qualified,Acme Corp,Technology,San Francisco
John,Doe,john@widgets.com,+12025550101,Sales Manager,new,Widgets Inc,Retail,New York
2

Click Import CSV

On the Contacts page, select Import CSV in the top-right corner.
3

Upload and map columns

Upload your .csv file. Talkturo automatically maps standard column names (such as first_name, email, company_name). Review and adjust any column mappings before proceeding.Enable Import and update company fields if your CSV includes company details you want saved to the company records.
4

Start the import

Click Start Import. The dashboard shows how many records succeeded and any rows that failed, with specific error messages for each failure.
If a company in your CSV does not exist yet, Talkturo creates it automatically. Disable Automatically create companies in step 3 if you want to skip unknown companies instead.

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View call history for a contact

Click any contact row in the contacts table to open the contact detail panel. From there you can see all calls made to or from that contact, including timestamps, recordings, and AI-generated summaries. Call history updates automatically after each completed call.

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Custom fields

Custom fields let you store any data that matters to your business alongside each contact. Fields support multiple types:
TypeExample use
TextProduct interest, referral source
NumberDeal value, number of employees
DateLast demo date, contract expiry
BooleanOpted in to newsletter
SelectPreferred language, region
TextareaDetailed notes
You can define and manage custom field definitions from your account settings. The AI info extractor can also create new custom fields automatically when it discovers information in a call transcript that does not match an existing field.
Fields auto-created by the AI extractor default to text type. You can change the type afterward in your custom field settings.

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API reference

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

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Create a contact

POST /api/crm/contacts

{
  "teamId": "your-team-id",
  "companyId": "company-uuid",
  "firstName": "Jane",
  "lastName": "Smith",
  "email": "jane@acme.com",
  "phone": "+12025550100",
  "jobTitle": "CEO",
  "leadStatus": "qualified",
  "source": "import",
  "customFields": {
    "product_interest": "Enterprise Plan"
  }
}
Required fields: teamId, companyId, firstName, lastName

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List contacts

GET /api/crm/contacts?teamId=your-team-id&limit=50&offset=0
Query parameters:
ParameterTypeDescription
teamIdstringRequired. Your team identifier.
searchstringSearch by name, email, or phone.
leadStatusstringFilter by lead status value.
companyIdstringFilter contacts by company.
hasPhonetrue / falseFilter to contacts with a phone number.
doNotCalltrue / falseFilter by do-not-call flag.
limitintegerRecords per page. Default: 50.
offsetintegerPagination offset. Default: 0.
Response: 
{
  "success": true,
  "contacts": [...],
  "count": 120,
  "limit": 50,
  "offset": 0
}