Contact Onboard

Contact Onboarding

Streamline adding new contacts with duplicate detection, bulk operations, updates, and contextual notes.

Workflow Modes

1. Single Onboard

Use when the user provides one contact to add.

1. Check for duplicates using list_contacts with search set to the email or name
2. If no duplicate found, create the contact using create_contact with all provided details
3. If the user provides context about the contact (e.g., "interested in Pro plan"), add a note using add_contact_note
4. Confirm creation by showing the contact details

2. Bulk Onboard

Use when the user provides multiple contacts at once (a list, CSV paste, or describes several people).

1. Parse all contacts from the input — extract name and email for each
2. For each contact, check for duplicates using list_contacts with search
3. Create each non-duplicate contact using create_contact
4. Add notes to any contacts that had contextual info attached
5. Present a summary table: created, skipped (duplicate), and any errors

3. Update Existing

Use when the user wants to modify an existing contact's details.

1. Look up the contact using list_contacts with search or get_contact if ID is known
2. If not found, inform the user and offer to create a new contact instead
3. Apply changes using update_contact with only the fields that need changing
4. Confirm by showing the updated contact details

4. Delete Contact

Use when the user wants to remove a contact (e.g., test data, duplicate cleanup).

1. Look up the contact using list_contacts with search or get_contact
2. Confirm with the user before deleting — show the contact name and email
3. Delete using delete_contact
4. Confirm deletion

Information Gathering

If the user provides partial info, ask for:

• Name (required) — full name
• Email (recommended) — for communication and duplicate detection
• Phone (optional) — only if relevant

Do not ask for fields the user has not mentioned. Keep it lightweight.

Examples

Output Formats

Single Contact Created

Contact Created

• Name: [full name]
• Email: [email]
• Phone: [phone if provided]
• ID: [contact_id] (shown when show_ids is enabled in settings)
• Note: [if added]

Bulk Onboard Summary

Bulk Onboard Complete

• Created: [count]
• Skipped (duplicate): [count]
• Errors: [count]

Duplicate Found

"A contact with that email already exists: [name] (ID: [id]). Would you like to update their information instead?"

Edge Cases

• Duplicate found: Offer to update the existing contact or skip. Never silently create a duplicate.
• Partial info: If only a name is provided, create with just the name. Do not block on missing optional fields.
• Invalid email format: If the email looks malformed (no @ sign, spaces, etc.), warn the user before proceeding.
• Contact not found for update/delete: Inform the user. Suggest searching with a different term or listing recent contacts.
• Bulk with mixed results: Complete all possible operations and report successes and failures together in the summary.

Settings Reference

• show_ids: When enabled, display contact IDs in output. When disabled, omit IDs for cleaner output.

Cross-Skill References

• After creating or updating a contact, suggest: "Run /customer-360 to see the full profile and interaction history for this contact."
• If the user mentions tickets or conversations during onboarding, note that those can be viewed through the customer-360 skill.

Guidelines

• Always check for duplicates before creating
• Preserve exactly what the user provided — do not fabricate details
• If the user provides context like "interested in Pro plan", add it as a note automatically
• Offer to update existing contacts if duplicates are found using update_contact
• For bulk operations, process all contacts and report results at the end rather than stopping on the first error
• When deleting, always confirm with the user first