Contacts
Contacts is what turns a call history full of phone numbers into one full of people — and it is what several other features quietly depend on.
Getting your contacts in
The quickest route is to let Epocra read your phone book, which it offers during setup. After that it keeps itself up to date whenever the app is open, and only sends anything when something has actually changed.
You can decline and still use Epocra; call history then shows numbers for anyone you have not added by hand. The details, including how to turn the sync off later, are in Permissions the app asks for.
You can also add someone directly in the app, which is usually what you do after a call from a number you did not know.
Names, companies and types
Against each person you can keep a name, a company, an email, and labels on each of their numbers so you can tell a mobile from an office line.
You can also give them a contact type — your own categories, such as Customer, Supplier, Personal or anything else you find useful. Types are shared across your account rather than invented per contact, so they stay consistent.
A contact type is not just a label. You can exclude an entire type from recording in one move, which is the tidy way to keep, say, everyone filed as Personal out of the system without adding them one at a time. See Excluding contacts.
One person, several numbers
People have a mobile, a desk line, sometimes a home number. Epocra treats those as the same person: edit a name, company or type on one of their numbers and it follows across the rest automatically.
That is also why excluding someone from recording covers every number you hold for them, rather than only the one you happened to be looking at.
The contact summary
Open a person and, as well as their details and recent calls, Epocra can summarise the whole relationship — not one call, but every conversation you have had with them. Alongside it you get:
- Total calls and time spoken.
- Last call, so you can see how long it has been.
- Average sentiment, and a sentiment trend across your calls with them.
The trend is the useful one. A single tense call is noise; a line that has been sloping down for two months is a customer you are about to lose.
Asking about a person
AI Chat on a contact opens the assistant already pointed at that person's calls, so you can ask what matters to them, what you have promised, or what you should know before ringing back. See AI Chat.
Related
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