Contacts and CRM

Dynaris includes a built-in contact management system that acts as the central source of truth for your leads, customers, and business relationships. It is tightly integrated with AI agents, workflows, and your connected tools, allowing Dynaris to automatically capture, update, and use contact data across all operations.

Instead of maintaining contacts in multiple tools, Dynaris keeps everything unified and continuously updated.

What the Contact System Does

The Contacts module is more than a static database. It is an active system used by AI agents to:

• Track leads and customer interactions
• Store and organize contact information
• Support outreach, follow-ups, and scheduling
• Sync data with your connected CRM tools
• Maintain context across conversations and workflows

Every interaction in Dynaris can contribute to building and enriching your contact data.

Contact Data Structure

Each contact in Dynaris can include:

• Name — First and last
• Email addresses — Multiple supported
• Phone numbers — For calls and messaging
• Company and role information
• Status — Such as pending, in progress, or completed
• Notes — For additional context
• Tags — For grouping and segmentation

This structure allows Dynaris to understand not just who the contact is, but also their relevance and current stage in your workflow.

Adding Contacts

Contacts can be added to Dynaris in several ways:

Manual Entry

You can create a contact directly from the Contacts module by entering the required details.

CSV Import

You can upload a CSV file to add contacts in bulk. Dynaris automatically maps common fields such as name, email, phone, and company.

Agent-Created

AI agents can automatically create contacts when they discover new information during tasks such as:

• Email interactions
• Web research
• Lead generation workflows

Integration Sync

Contacts can be imported or synchronized from connected CRM systems such as HubSpot or Salesforce.

Searching and Filtering Contacts

The Contacts module supports flexible search and filtering.

You can search by:

• Name
• Email
• Company
• Tags
• Any keyword across stored fields

Dynaris also supports more advanced, intent-based queries through the AI Assistant.

Examples:

"Find contacts in the healthcare industry"

"Show leads I have not followed up with recently"

This allows you to retrieve specific segments without manually filtering data.

Working With Contacts

You can perform a range of actions directly from the Contacts module or through AI requests:

• Edit contact details inline
• Schedule follow-ups or reminders
• Archive inactive contacts
• Export contact lists as CSV
• Enrich contact data using integrations

Contacts can also be used as inputs for workflows, campaigns, and automation.

Contact Enrichment

Dynaris can enhance contact records automatically using integrations such as Apollo.

This may include:

• Job titles
• Company size
• Social profiles
• Additional business context

Enrichment improves targeting, personalization, and outreach effectiveness.

Duplicate Management

Dynaris automatically prevents duplicate entries when contacts are added.

It checks for matches based on:

• Email address
• Phone number
• Name similarity

This ensures your contact database remains clean and consistent, even when data is coming from multiple sources.

How Contacts Work With AI Agents

The contact database is shared across all Dynaris agents.

This allows agents to:

• Reference existing contacts before taking action
• Personalize communication based on stored data
• Update contact records after interactions
• Use contacts as part of workflows and automation

For example:

• Email-related tasks can reference contact history
• Outreach workflows can pull phone numbers or emails
• Scheduling can be tied directly to contact records

Contacts are continuously updated as Dynaris interacts with your leads and customers.

Contacts as a Central Data Layer

In Dynaris, contacts are not isolated records. They are part of a broader system that connects:

• Conversations
• Workflows
• Integrations
• Scheduling
• Communication

This makes the Contacts module a central component of how Dynaris operates across your business processes.

Best Practices

• Keep contact data structured and up to date
• Use tags to organize and segment contacts
• Regularly review and clean inactive records
• Use enrichment to improve data quality
• Leverage AI queries instead of manual filtering

What's Next

• Import or sync your existing contacts
• Use the AI Assistant to explore your data
• Start building workflows that use contact data

As your contact database grows, Dynaris becomes more effective at automation, personalization, and decision-making.