1. Build
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Contact Personalization

1. Navigate to the Contacts page and click "Add Contact".
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2. Enter the following information:
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- Name (optional)
The contact’s first name, used to personalize greetings.
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- Phone Number (required)
Use the full international format (e.g., +1 234 567 8900). This identifies the caller.
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- Intro (optional)
A short, custom greeting for this contact that replaces the default greeting if provided.
Example:
“Hi John, welcome back!”
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- Contact Prompt (optional)
Additional instructions for how the AI should handle calls from this person.
Example:
“Ask about their recent estimate request. They prefer call follow-ups.”
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- Checkbox: “Use Contact Prompt as Full AI Prompt”
If selected, the Contact Prompt fully replaces your main system prompt (instead of just appending to it).
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If the Contact Is Recognized:
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- AI Greeting uses:
      - The Contact Intro (if filled in), which overrides the default greeting.
      - The Contact Name in any greeting text containing {name} (e.g., “Hi {name}, welcome back!”).
            - If the contact doesn’t have a name, {name} is ignored and the AI greets them without a name.
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- AI Instructions:
      - By default, the Contact Prompt is appended to your main system prompt.
      - If the Prompt Mode checkbox is selected for that contact, the Contact Prompt replaces the main system prompt entirely.

If the Contact Is Not Recognized:

- The AI uses your default greeting and your main prompt from the Settings page, with no contact-specific customization.

- You can use the merge tag {contact_prompt} in your Settings page main prompt. This lets ZenCall insert each contact’s custom prompt automatically.
- Note: In most cases, you don’t need to add this tag manually, ZenCall automatically appends or replaces your main prompt based on the contact’s settings.

‍Contact Info:
- Name: Sarah
- Intro: "Hi Sarah, great to hear from you again!"
- Contact Prompt: "She asked for a follow-up on her quote request. Offer to resend it if needed."
- Prompt Mode Checkbox: Unchecked
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Resulting Behavior:
- Greeting: "Hi Sarah, great to hear from you again!"
- AI Prompt: [Your main system prompt from your Settings page] + "She asked for a follow-up on her quote request. Offer to resend it if needed."

- Example Intro Prompt (in the Settings page):
"Hi {name}, this is Natasha. How can I help you?"

- Example Sentence to Add in Your General Settings Page Prompt:
"Unless you already know who is calling, start by asking 'May I ask who is calling?'. Even if the caller just asked you a question, ask who is calling before you provide an answer. After they share their name, address their question."

‍Behavior:
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- If the caller is not in your Contacts, {name} is automatically omitted. The AI will say, “Hi, this is Natasha. How can I help you?” then ask them to identify themselves if needed.
- If the caller says their name is John, the AI will then address them as John moving forward.

- If a contact is saved, their name and number will appear in your email summaries (e.g., “Sarah (+1 234 567 8900)”).
- Clicking on their number allows you to call them back quickly.

You can import contacts in bulk using a CSV file, then update Contact Intros and Contact Prompts only for important or frequent callers. This lets you quickly scale your contact list while focusing personalization efforts on high-impact clients.

If your contact file isn’t already in CSV format, or if you need to convert and/or standardize phone numbers, you can use ChatGPT to handle the conversion. For example, if you have a VCF file, multiple phone number columns (e.g., home, mobile), or need to ensure all numbers are in full international format (+XX), simply provide ChatGPT with the following prompt (along with your file):

Please convert the attached contacts file (VCF or CSV) into a CSV with the following requirements:
1. Merge all phone numbers (Home, Mobile, Work, etc.) into a single column called “Phone Number.”
2. If a contact has multiple phone numbers, create one row per phone number. So a contact with both Home and Mobile should appear on two rows, each row listing the same name and other details, but a different phone number.
3. Convert all phone numbers into full international format (+XX). For example, a U.S. number starting with 628 or 001 628 should become +1 628; a German number should start with +49; a French number should start with +33, etc.
4. Include only the necessary fields: Name (if available), Phone Number, and any other relevant columns we might need for importing into ZenCall.
5. Output the final result as a CSV file with headers and proper formatting.
When complete, please send back the CSV in a downloadable format (such as a file link).
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ChatGPT will respond with a properly formatted CSV that you can then import directly into ZenCall. After importing, you can specify custom Contact Intros and Contact Prompts for each caller as needed.