Contacts Management — Video Tutorial Script

Video Info

• Duration: ~7 minutes
• Target Audience: Users who need to build and manage their customer database
• Prerequisites: Logged into DOLU.ai account

Script

Scene 1: Introduction (0:00-0:20)

Narrator: "Welcome back to DOLU.ai. In this video, you will learn how to manage your contacts — adding them manually, importing from CSV, using tags and segments, merging duplicates, and viewing the full activity timeline for each customer. Let's get started." Screen: DOLU.ai logo and intro animation displayed

Scene 2: Accessing the Contacts Module (0:20-0:50)

Narrator: "Click 'Contacts' in the left sidebar. You will see the contacts list page with all your customers, leads, and prospects in a single view." Screen: Contacts page loads with a table listing contacts — columns include Name, Email, Phone, Tags, Channel, Last Activity Action: Click "Contacts" in the left sidebar — page loads

Narrator: "The table is sortable. Click any column header to sort by that field. Click again to reverse the order." Screen: Click the "Last Activity" column header — contacts re-sort by most recent activity Action: Click column header — observe sort order change — click again to reverse

Scene 3: Adding a Contact Manually (0:50-1:50)

Narrator: "To add a new contact, click the 'Add Contact' button in the top-right corner." Screen: "Add Contact" button highlighted in the top-right Action: Click "Add Contact" — contact creation form opens as a modal

Narrator: "Fill in the required fields: first name and last name. Then add optional information like email, phone number, company, and job title." Screen: Contact creation form with fields visible Action: Type "Sarah" in First Name, "Johnson" in Last Name, "[email protected]" in Email, "+1-555-0199" in Phone

Narrator: "You can also add tags right from the creation form. Tags help you categorize contacts — for example, 'VIP', 'Lead', or 'Newsletter Subscriber'." Screen: Tags field in the creation form — tag input shown Action: Type "VIP" — press Enter — tag appears as a chip — type "Enterprise" — press Enter

Narrator: "Click 'Save' to create the contact." Screen: Click the "Save" button — modal closes — new contact appears at the top of the list Action: Click Save — success notification appears

Scene 4: Importing Contacts from CSV (1:50-3:00)

Narrator: "If you already have a customer list, you can import it in bulk using a CSV file. Click the 'Import' button next to the Add Contact button." Screen: "Import" button highlighted in the top-right area Action: Click "Import" — import wizard opens

Narrator: "Step one: upload your CSV file. Drag and drop the file or click to browse. DOLU.ai supports CSV files with UTF-8 encoding." Screen: File upload area displayed — drag-and-drop zone visible Action: Click "Browse" — select a sample CSV file — file name appears in the upload area

Narrator: "Step two: map your columns. DOLU.ai automatically detects common fields like name, email, and phone. Review the mapping and adjust any columns that were not matched correctly." Screen: Column mapping interface — CSV columns on the left, DOLU.ai fields on the right with dropdown selectors Action: Review auto-mapped fields — manually change one dropdown to correct a mapping

Narrator: "Step three: review and confirm. You will see a preview of the first five rows. Check that the data looks correct, then click 'Start Import'." Screen: Preview table showing sample rows from the CSV Action: Review the preview — click "Start Import" — progress bar appears

Narrator: "The import runs in the background. You will receive a notification when it completes, along with a summary of how many contacts were created, updated, or skipped." Screen: Notification: "Import complete: 247 created, 12 updated, 3 skipped (duplicate email)"

Scene 5: Contact Detail Page (3:00-4:10)

Narrator: "Click on any contact to open their detail page. This is the complete profile for that customer." Screen: Contact detail page opens — profile header with name, photo, and basic info Action: Click on "Sarah Johnson" from the list — detail page loads

Narrator: "At the top, you see the contact's name, email, phone, company, and tags. Click the edit icon next to any field to update it inline." Screen: Profile header section — edit icons visible next to each field Action: Click edit icon next to phone number — field becomes editable — type new number — press Enter to save

Narrator: "Below the header, the page is organized into tabs: Overview, Conversations, Deals, Tasks, and Notes." Screen: Tab bar displayed below the profile header Action: Click through each tab to preview its content

Narrator: "The Overview tab shows the most recent activity, linked deals, and a summary of all interactions." Screen: Overview tab content displayed with recent activity cards

Scene 6: Tags and Segments (4:10-5:10)

Narrator: "Tags are labels you attach to individual contacts. Go back to the contacts list and notice the Tags column." Screen: Contacts list with Tags column visible — some contacts have colored tag chips Action: Navigate back to contacts list — hover over tag chips

Narrator: "To add or remove tags in bulk, select multiple contacts using the checkboxes, then click 'Add Tag' or 'Remove Tag' in the bulk action bar." Screen: Select three contacts — bulk action bar appears Action: Check three contact checkboxes — click "Add Tag" — type "Follow-up Q1" — apply

Narrator: "Segments are saved filters that automatically group contacts based on rules. Click the 'Segments' tab in the sidebar." Screen: Segments panel opens showing existing segments Action: Click "Segments" — list of segments appears: "VIP Customers", "New Leads This Month", "Inactive 30+ Days"

Narrator: "Create a new segment by clicking 'New Segment'. Define your rules — for example, 'Tag contains VIP' and 'Last activity within 7 days'. Give it a name and save." Screen: Segment creation form with rule builder Action: Click "New Segment" — add rule "Tag contains VIP" — add rule "Last Activity within 7 days" — name it "Active VIPs" — click Save

Narrator: "Segments update dynamically. As contacts match or stop matching the rules, they are automatically added or removed." Screen: Segment detail view showing matching contacts

Scene 7: Custom Fields (5:10-5:50)

Narrator: "Every business is different, so DOLU.ai lets you create custom fields. Go to Settings, then Custom Fields." Screen: Settings page — Custom Fields section Action: Navigate to Settings — click "Custom Fields"

Narrator: "Click 'Add Custom Field'. Choose the field type — text, number, date, dropdown, or checkbox. Give it a name, for example 'Contract Renewal Date', and save." Screen: Custom field creation form — field type dropdown shown Action: Select "Date" type — enter "Contract Renewal Date" — click Save

Narrator: "The new field now appears on every contact's detail page and in the contacts list as an optional column." Screen: Contact detail page showing the new custom field in the profile section

Scene 8: Merging Duplicate Contacts (5:50-6:30)

Narrator: "Over time, duplicate contacts can accumulate — especially when customers reach out from different channels. DOLU.ai detects potential duplicates for you." Screen: Contacts list with a "Duplicates" badge in the sidebar Action: Click "Duplicates" — list of potential duplicate pairs displayed

Narrator: "Click on a duplicate pair to review both profiles side by side. Choose which fields to keep from each record, then click 'Merge'." Screen: Side-by-side merge view — two contact profiles with field selection checkboxes Action: Select name from Profile A, email from Profile B, phone from Profile A — click "Merge"

Narrator: "After merging, all conversations, deals, tasks, and notes from both records are combined into a single unified contact profile. Nothing is lost." Screen: Merged contact profile displayed with combined activity timeline Action: Scroll through the merged profile to show combined history

Scene 9: Activity Timeline (6:30-6:50)

Narrator: "The activity timeline on each contact's detail page shows a chronological record of every interaction: conversations, emails, deals created, tasks completed, notes added, and tags changed." Screen: Activity timeline tab open — entries listed chronologically with icons Action: Scroll through the timeline — hover over entries to see details

Narrator: "Use the timeline filters to show only specific activity types. For example, filter to 'Conversations only' to see all messaging history." Screen: Timeline filter dropdown — select "Conversations" — timeline filters to show only conversation entries Action: Apply filter — observe filtered timeline

Scene 10: Closing (6:50-7:00)

Narrator: "You are now fully equipped to manage contacts in DOLU.ai. From manual entry to bulk imports, from tags and segments to duplicate merging, your customer database is organized and complete. In the next video, we will cover the deals pipeline. See you there!" Screen: DOLU.ai logo with text overlay: "Next Video: Deals Pipeline"

Summary

What you learned in this video:

• How to navigate the contacts list and sort columns
• How to add contacts manually with tags
• How to import contacts from CSV with column mapping
• How to use the contact detail page and inline editing
• How to apply tags and create dynamic segments
• How to add custom fields for your business needs
• How to detect and merge duplicate contacts
• How to use the activity timeline and filters

Next Video

Deals Pipeline — Manage your sales process with a visual kanban board.