How to Add Contacts | Upfirst Tutorial

Learn how to manage caller information with the Contacts feature in Upfirst. Every caller is automatically saved as a contact, so you build a directory without any manual entry. In this video, you'll learn how to: - View and edit contact details for every caller - Add notes with special instructions your receptionist follows on future calls - Set per-contact rules like call transfers or language preferences - Clear a contact's memory for a fresh start - Block contacts and toggle spam blocking - Quickly access contact info from any call summary The notes feature is where Contacts gets powerful. Add a note like "VIP customer, transfer to Dave" or "only speak Spanish," and your receptionist follows those instructions every time that person calls back. Timestamps: 0:00 Contacts overview and automatic contact creation 0:20 Editing contact details and adding notes 0:35 Per-contact instructions (transfers, language preferences) 1:00 Contact memory and clearing it 1:15 Blocking contacts and spam blocking 1:30 Shortcut: accessing contacts from call history Upfirst is the AI receptionist for small businesses. Try it free for 14 days at https://upfirst.ai/