People 🟡 PREVIEW - Contacts
Contact management & directory
Overview
People is the contact management and directory module in General Bots Suite. Maintain a comprehensive directory of contacts with groups, activity tracking, and advanced search. People helps teams stay connected and organized with all their professional relationships.
Features
Contacts
Manage individual contact records with rich profile information.
| Action | Description |
|---|---|
| Add Contact | Create contact with name, email, phone, company |
| Edit Contact | Update profile information and details |
| Merge Contacts | Combine duplicate contact records |
| Import Contacts | Bulk import from CSV, vCard, or Excel |
| Export Contacts | Download contacts in various formats |
Groups
Organize contacts into logical groups and lists.
| Action | Description |
|---|---|
| Create Group | Define group with name and description |
| Add to Group | Assign contacts to groups |
| Remove from Group | Remove contacts while keeping the contact |
| Group Permissions | Set visibility and access controls |
| Smart Groups | Auto-populate based on criteria |
Directory
Searchable organization-wide contact directory.
| Feature | Description |
|---|---|
| Full-Text Search | Search across all contact fields |
| Advanced Filters | Filter by company, role, location, etc. |
| Org Chart | Visual organization hierarchy |
| Department View | Browse by department or team |
| Recent Contacts | Quick access to frequently contacted |
Import/Export
Bulk operations for contact data management.
| Format | Import | Export |
|---|---|---|
| CSV | ✅ | ✅ |
| vCard | ✅ | ✅ |
| Excel | ✅ | ✅ |
| JSON | ✅ | ✅ |
| LDIF | ✅ | ❌ |
Activity Timeline
Track interactions and history with contacts.
| Activity | Description |
|---|---|
| Emails | Record of email communications |
| Meetings | Scheduled and completed meetings |
| Calls | Phone call logs and notes |
| Notes | Internal notes and comments |
| Files | Shared documents and attachments |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
N | Create new contact |
E | Edit selected contact |
G | Create new group |
F | Focus search |
I | Import contacts |
/ | Focus search |
? | Show shortcuts |
People via Chat
Adding a New Contact
Finding Contacts at a Company
API Reference
People operations are available via REST API:
| Endpoint | Method | Description |
|---|---|---|
/api/contacts | GET | List all contacts |
/api/contacts | POST | Create new contact |
/api/contacts/:id | GET | Get contact details |
/api/contacts/:id | PUT | Update contact |
/api/contacts/:id | DELETE | Delete contact |
/api/contacts/search GET | Search contacts | |
/api/contacts/import | POST | Bulk import contacts |
/api/contacts/export | GET | Export contacts |
/api/groups | GET | List all groups |
/api/groups | POST | Create new group |
/api/groups/:id/contacts | GET | List group contacts |
Related Pages
- Chat App — Communicate with contacts
- Mail App — Send emails to contacts
- Calendar App — Schedule meetings with contacts
- CRM App — Customer relationship management
- Suite Manual — Full Suite overview