Contact Data

🌍 Timezone Management

Kayse AI keeps track of what timezone each contact is in so calls and messages go out at the right time:

Feature	Description
Auto-Detection	Figures out the timezone from the phone number 🔍
Manual Setting	You can set the timezone yourself
Call Scheduling	Calls only go out at appropriate hours
Message Timing	Messages are sent at the right time ⏰

✨ Contact Enrichment

Automatically fill in more info on your contact profiles:

Data Enrichment Services

Enrichment Type	Description
Phone Append	Find extra phone numbers 📞
Email Append	Find email addresses 📧
Address Append	Find or verify addresses. If a contact has no address saved, the system looks up their phone numbers or emails to find one automatically. 🏠
Demographics	Age, income, homeowner status, and more

🏠 Reverse Address Lookup

When enrichment runs and the contact doesn't have an address, Kayse AI tries to find one:

1. Reverse phone lookup — Checks each of the contact's phone numbers for a connected address (tries non-enriched numbers first)
2. Reverse email lookup — If no address was found by phone, checks each email address the same way
3. Storage — If an address is found, it's saved to the contact record and set as primary (if they don't already have one)

This all happens behind the scenes during regular enrichment — you don't need to set up anything extra! 🎉

⚡ Enrichment Triggers

Trigger	Description
On Call	Enrichment runs when a call is made 📞
On SMS	Enrichment runs when a text is sent 💬
On Email	Enrichment runs when an email is sent 📧
Manual	You can trigger enrichment yourself anytime

📜 Enrichment History

See every enrichment attempt that was made:

Field	Description
Date	When enrichment was tried
Type	What kind of data was searched for (email, phone, address, or attempt)
Source	Where the data came from
Status	Did it work or not? ✅❌
Data Found	What info was discovered

You can filter the enrichment history by type — including Address — to see only address results. Address entries show the full address (street, city, state, postal code). 🏠

😊 Contact Satisfaction

Track how happy your contacts are based on their conversations:

Satisfaction Scoring

Source	Description
Call Sentiment	How the contact felt during calls (from transcripts) 📞
Message Sentiment	How the contact felt in text conversations 💬
Combined Score	An overall happiness level

Sentiment Levels

Level	What it Means
Positive	Happy and satisfied 😊
Neutral	Neither happy nor unhappy 😐
Negative	Unhappy or frustrated 😟

📈 Using Satisfaction Data

• Filter contacts by how happy they are
• Set up automations when someone is unhappy
• Reach out to upset contacts first
• Watch satisfaction trends over time

🔗 External Source Tracking

Keep track of where contacts came from:

Field	Description
Source System	Where the contact came from (CRM, lead provider)
Source ID	Their ID in that other system
Source Data	Extra info from the source
Import Date	When the contact was brought into Kayse AI

👀 Viewing Contact Information

Contact List

The Contacts page shows all your contacts. Here's what you can do:

Action	Description
Search	Find by name, phone, or email 🔍
Filter	By status, satisfaction, source, opt-out status (including general voice opt-outs and case type-specific opt-outs), and App Status (All / Installed / Not Installed)
Sort	By name, date, activity
Export	Download contact data 📥

Contact Profile

Click on any contact to see everything about them:

Section	What's Inside
Contact Info	All phone numbers, emails, and addresses 📇
Cases	All linked cases 📁
Communications	Call, text, and email history 💬
Documents	Uploaded files 📄
Activity	Full activity log 📜
Enrichment	Enrichment history ✨
Preferences	Opt-in/opt-out settings ⚙️