Directory

You can add phone numbers, queues and contact flows to the directory.

Add a contact

To add a contact, go to Admin > Directory.

1. Click on Add contact.

2. Add the following:

   1. Contact name.

   2. Description (optional).

   3. Directory type.

   4. Destination:

      1. Phone number

      2. Queue name

      3. Contact flow ID

3. Click on Save.

Remove a contact

To remove a contact, go to Admin > Directory.

1. Select the checkbox next to the name of the contact you want to remove and click on Remove.

2. A modal will appear confirming you want to remove the selected contact. Click on Remove.

Remove multiple contacts

To remove multiple contacts, go to Admin > Directory.

1. Select the checkboxes next to the names of the contacts you want to remove and click on Remove.

2. A modal will appear confirming you want to remove the selected users. Click on Remove.

Add or edit contacts in bulk from an .xlsx file

You can also add or edit contacts in a bulk import. To do so, go to Admin > Directory, hover over the ellipsis icon and click on Upload.

1. Click on Download template to download the import template.

2. Add your contacts to the template and click on the Choose file button to upload it to the Agent Desktop.

3. Check for any errors that are listed and re-upload the template if required.

4. Click on Save.

5. Verify the contacts then click on Save.