Creating Contacts¶
You can create contacts in Outsprint through natural language, slash commands, or during data imports.
Using Natural Language¶
Tell the AI what contact to create:
The AI extracts the details from your message and creates the contact, then shows you a contact card with all the populated fields.
Using the Slash Command¶
Run /new contact to open an inline form:
The form includes:
- First name and Last name
- Email (required -- used as the unique identifier)
- Phone and Mobile
- Job title
- Company -- Search for an existing company or type a new name
- Lifecycle stage -- Defaults to "Lead"
- Owner -- Defaults to you
- Custom properties -- Any custom fields your team has configured
Fill in the fields and click Create Contact.
Company Association¶
When you specify a company:
- Outsprint searches existing companies by name or domain
- If a match is found, the contact is automatically linked
- If no match exists, you can create the company inline
Contacts are also auto-associated by email domain. If you create a contact with sarah@acme.com and a company record has acme.com as its domain, the contact is linked automatically.
Duplicate Detection¶
When you create a contact, Outsprint checks for existing contacts with the same email address. If a duplicate is found:
- You'll see a warning: "A contact with this email already exists"
- A link to view the existing record is provided
- You can choose to view the existing contact or proceed with creating a new one
Warning
Email addresses must be unique within your organization. If a contact with the same email already exists, consider merging the records instead of creating a duplicate.
