As a user, you may want to have an organized page to manage your lead information effectively without interrupting your main tasks of engaging with your contacts.
Aloware's contact page provides the important fields and functionalities that will help you to understand your customer better: update contact status, call disposition, know where most of your contacts reside, etc.
Contacts page
The Aloware Talk contact provides you with a comprehensive list of contacts and all the relevant details you need.
On this page, you can easily view important information such as:
Contact’s name
Phone number
Date and time added
Last engagement
Tags
Number of unread missed calls, voicemails, and messages
Available actions (call, send a message, or delete)
Contact page settings
Edit columns
You can customize what you see by managing the column headers:
Open Manage All Contact Columns.
Select columns from the left panel.
Drag and drop columns in the Selected Columns panel to rearrange.
Click Reset All Columns to restore the default view.
Export as CSV
Enables users to easily download their selected contacts in CSV format for easy data management and analysis.
Delete
Remove outdated or unnecessary contacts directly from the page.
Contacts page tabs
Pinned - By default, Aloware Talk displays a list of pinned contacts that are filtered, allowing you to easily see the total number of contacts in your organization at a glance.
All contacts - displays the total number of contacts regardless of status.
My contacts - displays the total number of contacts assigned to you.
Unassigned contacts - displays the total number of contacts that are not yet assigned to a user or agent.
Unanswered contacts - displays the total number of contacts that are not yet attended or under the Open state.
New leads - by default, re-added contacts in Aloware will not be considered new leads.
Contact ownership
The contact owner is the user responsible for managing a lead. Owners handle follow-ups, update details, and track interactions through calls, messages, and notes to nurture engagement.
Each contact can only have one owner in Aloware.
To update the contact owner in Aloware Talk, you can follow these steps:
Log into your Aloware Talk account and access Communications or Contacts.
Select a contact and go to their page.
In the About this contact section, change the "contact owner" from the drop-down menu.
Save the changes, which will be logged in the communication box on the contact’s page.
Aloware also supports automatic ownership updates triggered by sequences. For example, ownership can be reassigned based on call or contact disposition, or the application of specific tags.
Filters
Users can filter contact properties that are relevant to them.
Primary information - basic contact details.
Contact location - addressed-based filters.
Contact relevance - filters by Aloware activity.
Contact communication - filters based on engagement properties.
Custom - includes new, unassigned, and unanswered filters.
Read this guide for the list of all Aloware Talk filters.
Add contacts
To manually add individual contacts, click the Add Contacts button.
In the Create Contact window, enter the required details:
First name
Last name
Phone number
Click Save to store the contact information.
