Skip to main content
Contacts is where all of your imported leads live. Every person you’ve brought into AgentNode appears here — complete with their tags, the campaigns they’re enrolled in, and their full conversation history right beside them. It’s your single view of the people AgentNode is working on your behalf. Open any contact and their page opens on their weave: what AgentNode is aiming for with them, what it has done, and the texts it plans to send next, woven from every campaign they are on.

Importing a CSV

1

Export your contacts

Pull a CSV export from your CRM, spreadsheet, or lead source. AgentNode accepts files of any size, so you don’t need to split large lists.
2

Open Import CSV

From the Inbox, click Import CSV in the quick-actions bar. You can also go directly to the Contacts page and click Import CSV there.
3

Map the columns

Tell AgentNode which column is the name, which is the phone number, and which columns contain notes or context it should know about. AgentNode remembers your mapping, so future imports from the same format are one click.
4

Choose what happens next

When the import finishes, AgentNode asks what you’d like to do with these contacts: reach out to them now, add them to an existing campaign, or do nothing yet and let them sit in your list until you’re ready.
AgentNode deduplicates rows automatically — if a phone number already exists in your contacts, it won’t create a second record.

Adding a single contact

Click Add contact to bring in one person without a CSV. The process is two steps: first, fill in who they are — their name, phone number, and any notes you want AgentNode to know about them. Second, tell AgentNode what to do with them right away: send a first text now, add them to one or more campaigns, do both, or do nothing yet and leave them in your list.

Tags

A tag is a label you attach to a contact to describe where they came from or how you think about them — for example, from zillow or inner circle. A contact can carry as many tags as you need, one for each context they belong to. To focus on a specific group, pick a tag from the filter at the top of the contacts list and AgentNode will show you only the people who carry it.

Reaching out

Select one or more contacts from your list and click Reach out. A new campaign opens with those contacts already added — all you need to do is describe what the campaign should say and AgentNode handles the rest. This is the fastest way to spin up targeted outreach for a specific slice of your list without building a campaign from scratch.

Opted-out contacts

When a lead replies STOP, AgentNode records the opt-out immediately and permanently. It will never text that person again, and no campaign — current or future — can pick them up. Opted-out contacts remain visible in your list but are clearly marked so you always know their status.
Opted-out contacts cannot be re-enrolled in any campaign. This cannot be undone from within AgentNode.