Manage contacts
Contacts come from calls automatically, by hand, from a CSV import or from Google and Microsoft 365 — and VIP and Block change how your assistant treats a caller.
Contacts lists every person with their calls, text messages, appointments and notes. This page shows where contacts come from, how to import a CSV file, and what VIP and Block do on a call.
Contacts from calls
When someone whose number does not belong to a contact yet calls and gives the assistant their name, scoco creates a contact after the call: with the name, the number and, if mentioned, the company. These contacts carry the source Call. No contact is created without a name, nor for a withheld number, a blocked caller or a test call.
When the person calls again, the assistant recognises them by their number and addresses them by name.
Create and edit by hand
- Under Contacts, click Contact.
- Enter the Name and, if you like, Company, Phone and Email. Only the name is required.
- Click Create contact.
You can do the same from an open call: More actions > Create contact takes the name and number from the call.
To change a contact, open its page and choose More actions > Edit. The same menu deletes it with Delete contact (GDPR). Its calls and text messages are kept but lose the link to the contact.
Import a CSV file
The file needs a header row with these columns: name, company, phone, phone2, email. Both commas and semicolons work as separators, so a CSV saved by a German Excel imports as well.
name;company;phone;phone2;email
Erika Mustermann;Muster GmbH;030 123456;;erika@example.com- Open Contacts and click the More menu next to Contact.
- Choose Import.
- Click Choose file, pick your file and confirm with Import.
Afterwards you see how many contacts are new, how many were updated and how many were skipped, and under Rows not imported each skipped row with its reason. A row needs a name and at least one valid phone number. Numbers without a country code are read as German numbers.
If a number already belongs to a contact, that contact is updated rather than created twice, so uploading the same file twice does no harm. A file may be at most 2 MB and 5,000 rows.
Google and Microsoft 365
An Owner or Admin connects an address book under Settings
scoco only reads the address book and never writes anything back. You therefore change the name, company and numbers of a synced contact in Google or Microsoft. You can still set VIP and tags in scoco. If you delete a contact there, it disappears here at the next sync.
If you disconnect, the contacts already taken over stay in your contact list, with their calls, notes and settings. They are no longer synced. Delete a contact you no longer need individually.
VIP and Block
Mark as VIP is in the row's menu and on the contact's page. The assistant is then told during the call that a VIP is calling. What it does next is up to your rules under Assistants
Block is reserved for an Owner or Admin, in the row's menu or on the How the assistant treats them card. The contact's numbers are blocked on every assistant. When they call, they hear one short sentence and the assistant hangs up. The call shows as Spam blocked under Resolved. The Blocked tab lists everyone blocked, and Unblock releases the numbers again.
A number you blocked in the Inbox with Mark as spam shows in the Blocked tab only if it belongs to a contact. You release it on the call, under More actions > Remove spam mark.
The same card has Always put through: the assistant then puts this person straight through. If no transfer target is configured, it takes an urgent message instead. A contact cannot be blocked and always put through at the same time.
Common problems
Edit is missing. The contact comes from Google or Microsoft. Change it there.
A row is skipped. The phone number is missing or invalid, the name column is empty, or the number belongs to a contact from Google or Microsoft. The import never overwrites those.
A number blocked as spam cannot be released because no call from it is left. Create a contact with only that number under Contacts. It then shows in the Blocked tab, and Unblock releases the number. If it does not show there, switch Block on and off again on its How the assistant treats them card.
The How the assistant treats them card shows only VIP. The contact has no phone number, or there is no assistant yet.
The assistant does not recognise known callers. If an address book is connected under Settings