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Manage Contacts, Team

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Contacts, Team, Billing, Usage, and MCP access keep the workspace organized after the main calling workflow is live.

Contacts

Use Contacts to store customer names and phone numbers. Import device contacts when you already have a list, or create a contact manually after a call. Good habit: update the contact name as soon as you identify an unknown caller. It makes future Inbox threads easier for everyone.

Team

Use Team to invite teammates, view status, and call teammates internally. If your workspace receives many calls, make sure each teammate knows when to go online and when AI should cover.