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.
Add contacts
You can add contacts in two ways: one at a time through the dashboard, or in bulk via CSV import.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.
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:
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.
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.Custom fields
Custom fields let you store any data that matters to your business alongside each contact. Fields support multiple types:
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.
API reference
Use the REST API to create and list contacts programmatically. All requests require a bearer token.Create a contact
teamId, companyId, firstName, lastName
List contacts
Response:
Related pages
- Organize accounts with CRM companies — Create and manage company records that contacts belong to.
- AI info extraction from call transcripts — Automatically populate contact fields from conversation data.