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
Searching Contacts
Updating a Contact
Exporting Contacts
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