8.9 KiB
CRM Contacts Template
The CRM Contacts template provides a complete contact management solution with natural language interface. Users can add, search, update, and manage contacts through conversational interactions.
Overview
| Property | Value |
|---|---|
| Template ID | crm/contacts.gbai |
| Category | CRM |
| Complexity | Intermediate |
Features
- Add new contacts with validation
- Search contacts by name, email, or phone
- Update contact information
- Tag and categorize contacts
- Export contacts to CSV
Installation
Copy the template folder to your work directory or use the Sources app to create from template.
Configuration
Add these settings to your config.csv:
| Key | Value | Description |
|---|---|---|
contacts-table |
contacts |
Database table name |
require-email |
true |
Require email for new contacts |
allow-duplicates |
false |
Allow duplicate entries |
default-tags |
lead |
Default tags for new contacts |
Sample Conversations
Adding a New Contact
I'd be happy to help you add a new contact! 📇
What's the contact's full name?
Maria Santos
Got it! Maria Santos.
What's Maria's email address?
Perfect! And what's the phone number?
(You can skip this by typing "skip")
+55 11 98765-4321
Which company does Maria work for?
Tech Solutions Ltd
Great! Here's the contact I'm about to save:
📋 Contact Details
━━━━━━━━━━━━━━━━━
👤 Name: Maria Santos
📧 Email: santos@company.com
📱 Phone: +55 11 98765-4321
🏢 Company: Tech Solutions Ltd
🏷️ Tags: lead
Should I save this contact?
Yes, save it
✅ Contact saved successfully!
Maria Santos has been added to your contacts with ID #1247.
What would you like to do next?
• Add another contact
• Search contacts
• View recent contacts
Searching Contacts
Search for contacts at Tech Solutions
🔍 Found 3 contacts at "Tech Solutions":
1. Maria Santos - santos@company.com
📱 +55 11 98765-4321 | 🏷️ lead
2. João Silva - joao.silva@techsolutions.com
📱 +55 11 91234-5678 | 🏷️ customer
3. Ana Costa - ana.costa@techsolutions.com
📱 +55 11 99876-5432 | 🏷️ prospect
Type a number to see full details, or tell me what else you need.
2
📋 Contact Details
━━━━━━━━━━━━━━━━━
👤 Name: João Silva
📧 Email: joao.silva@techsolutions.com
📱 Phone: +55 11 91234-5678
🏢 Company: Tech Solutions Ltd
🏷️ Tags: customer
📅 Added: Jan 15, 2025
What would you like to do?
• Edit this contact
• Delete this contact
• Send email
Updating a Contact
Update Maria's phone number
I found Maria Santos in your contacts.
Current phone: +55 11 98765-4321
What's the new phone number?
+55 11 99999-8888
✅ Updated!
Maria Santos's phone is now +55 11 99999-8888
Exporting Contacts
Export all contacts to CSV
📊 Exporting contacts...
✅ Export complete!
📁 contacts-export-2025-05-15.csv
• 47 contacts exported
• File saved to your Drive
Would you like me to email this file to you?
Yes please
📧 Sent! Check your inbox for the export file.
What It Can Do
| Capability | Description |
|---|---|
| Add contacts | Collect name, email, phone, company through conversation |
| Search | Find by any field - name, email, company, phone |
| Update | Modify any contact field naturally |
| Delete | Remove contacts with confirmation |
| Tags | Categorize contacts (lead, customer, prospect) |
| Export | Generate CSV files for external use |
| Bulk import | Upload CSV to add multiple contacts |
Customization Ideas
Add Custom Fields
Configure additional fields like LinkedIn profile, job title, or lead source in your bot's config.csv.
Add Validation
The bot validates email formats and phone numbers automatically. Configure stricter rules as needed.
Connect to External CRM
Use the POST and GET keywords to sync contacts with Salesforce, HubSpot, or other CRM systems.
Related Templates
- Sales Pipeline - Track deals and opportunities
- Customer Support - Support ticket management
- Template Samples - More conversation examples