How can I add a contact?

How can I add a contact?

When & Why

Adding contacts lets you quickly dial leads, track communication history, and segment your audience into call lists. Use this feature to maintain an up-to-date directory of your prospects and customers.

Prerequisites

  • You must have a Manager or Admin role in MyOperator.
  • Active internet connection.
  • (Optional) Mobile app: Version ≥ 3.2.1.

Step-by-Step Guide

  1. Log in to MyOperator
    • Go to https://app.myoperator.co/login and enter your company email and password.
  2. Navigate to Contacts
    • In the left sidebar, click Contacts.
  3. Create New Contact
    • Click the + Add Contact button (top-right).
  4. Enter Contact Details
    • Name: e.g., “Jane Doe”
    • Phone: 10-digit number (e.g., +1 415-555-1234)
    • Email: optional, for email logging
    • Tags: separate multiple with commas (e.g., “lead, north-region”)
  5. Save & Confirm
    • Click Save.
    • Success message: “Contact saved successfully” appears at top.
    • The new contact now appears in the Contacts list.

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Alternative Methods

  • Mobile App (iOS & Android):
    1. Open our MyOperator app.
    2. Tap Contacts → + → fill fields → Save.

phone screenshot

  • API:curl -X POST https://api.myoperator.co/v1/contacts \ -H "Authorization: Bearer <YOUR_API_TOKEN>" \ -H "Content-Type: application/json" \ -d '{ "name":"Jane Doe", "phone":"+14155551234", "tags":["lead","north-region"] }'

Expected Outcome

  • Contacts List: Your new contact appears at the top of the list, sorted by “Last added.”
  • Success Alert: A green banner confirms the action.

Troubleshooting & Limitations

  • Duplicate Phone Error:
    • Message: “Contact with this phone number already exists.”
    • Fix: Either update the existing contact or use a different number.
  • Insufficient Permissions:
    • Message: “You do not have permission to add contacts.”
    • Fix: Contact your account Admin to upgrade your role.

What’s Next?

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