Creating An Address Book

Quick links in this article:

1 Getting started | 2 Manually adding contacts | 3 Assign contacts to teams | 4 Importing contacts | 5 Address book labels

You can use the Address Book to store and organise contact details, so your agents can carry out relevant 3rd party followups and chases without needing to leave Gnatta - or even leaving the interaction the chase relates to! More on how to do that here: Creating Manual Conversations

In this article, we’ll walk through setting up your address book.

Create a 3rd party conversation using the address book

Getting started

You can access the address book by selecting the Configuration icon in the top right of the screen: Configuration > Advanced > Address Book.

Get to your address book via Configuration > Advanced > Address Book

There are two ways to create your contacts - + Add manually or + Import.

Manually adding contacts

Select + Add to create a new contact. You’ll be able to configure the following details:

Contact Record Name
Contact Description
Contact Details i.e. Email Address or Telephone Number(s)
Labels
Teams who can access the Contact Record

Assign contacts to teams

Contact records are permissions restricted - that means only users in the teams the contact is mapped to will be able to use them. To make sure your agents can view the contact in the address book when they’re sending messages, you’ll need to assign the contact record to a team. Do that by switching to the Teams tab on the contact record, and selecting the relevant teams.

Importing contacts

If you’re adding lots of contacts at the same time, it’s usually best to import them. To do this, you’ll need to be an Admin.

Set up your CSV file with column names for: Name, Description, Phone Number, Email Address.

When your file is ready, import it by clicking + Import, mapping the columns to the relevant data fields, and assigning a team.

Your CSV file must not exceed 5MB in size otherwise an error message will appear. When the upload is completed the data within the CSV will be added to the address book. If there are any errors during the upload process (e.g. any failed validations on email address or phone number) a file will be returned detailing the errored entries.

Address book labels

Add labels to your entries to organise and filter your address book - this is useful when you have a large list of contacts. As an Admin, when you view an Address Book entry, you’ll be able to see the “Add labels” field underneath the description field.

If you make a mistake, clicking on the x button will remove the label.

Once you’ve added a label, the entry will appear in searches that contain the label, like this: