---
title: "FAQs"
url: "https://help.magicblocks.ai/en/article/faqs"
language: "en"
last_updated: "2026-03-18T09:02:06.887Z"
---

# FAQs

**Q: What are Contacts in MagicBlocks?**  
A: Contacts are contacts your AI Agent has interacted with. Each contact includes conversation history, captured Key Facts, and activity details like session start, end, or handover.

**Q: How are Contacts created?**  
A: Contacts are automatically created when a visitor starts a chat or you can import them manually (via CSV or API). The system merges duplicates by email or session ID.

**Q: Can I edit contact information?**  
A: Yes. Go to **Contacts → Contact Details → Edit** to update fields like name, company, email, or tags. You can also add manual notes for context.

## **Filtering & Segmentation**

**Q: How do I find a specific contact?**  
A: Use the search bar at the top of the **Contacts** page. You can search by name, email, tag, or session ID.

**Q: Can I filter contacts by region, activity, or tag?**  
A: Yes. Click **Filter** → choose filters like *Source, Region, Channel, Status,* or *Last Active Date*. Combine multiple filters for advanced segmentation.

**Q: How do I save a filter view?**  
A: After applying your filters, click **Save View** (if available in your workspace). This lets you quickly return to your preferred contact segments.

## **Importing & Sending**

**Q: How can I import contacts into MagicBlocks?**  
A: Go to **Contacts → Import & Send → Import Contacts.**  
Upload a `.csv` file containing columns like name, email, phone, region, and tags. You’ll get a preview before import to match columns correctly.

**Q: What format should my CSV be in?**  
A: Use plain CSV (UTF-8). Required columns:

`name`

`email` or `phone`  
Optional columns: company, location, tags, custom fields.

**Q: Can I send contacts directly to an Agent?**  
A: Yes. After importing, you can assign contacts to specific Agents or Journeys for re-engagement or SMS/email follow-ups.

## **Adding & Updating Data**

**Q: How do I add new contacts manually?**  
A: Click **Add New Contact**, then fill in the basic details (name, email, company). You can also add Key Facts manually in the **Contact Details** page.

**Q: Can I update existing contacts using the API?**  
A: Yes. Use the **Contacts API endpoint** with your API key:

`PATCH /v1/contacts/{contact_id}`

Include updated fields in the request body (e.g., email, phone, tags, or custom attributes).

**Q: How do I bulk update contacts with new information?**  
A: Use the **API** for large updates or re-import a CSV file with the same identifiers (email or ID). MagicBlocks will auto-match and update existing entries.

## **Contact Details & Activity**

**Q: What information can I see inside a contact?**  
A: Each contact profile shows:

-   Contact information (name, email, phone)
-   Session history and goals
-   Captured Key Facts
-   Activity Feed (session start, end, handover)
-   Notes and extra user knowledge

**Q: What is “Extra User Knowledge”?**  
A: It’s a field where you can manually add insights about a contact — such as preferences or conversation context — to make your AI Agent’s future replies more personal.

**Q: What’s the difference between “Contact Notes” and “Extra User Knowledge”?**  
A:

-   **Contact Notes** are internal — for team collaboration and follow-ups.
-   **Extra User Knowledge** is contextual — used by the AI to improve conversations.

**Q: How do I keep my contact data clean?**  
A:

-   Merge duplicates regularly.
-   Keep consistent tags and naming.
-   Review “Missing Knowledge” contacts weekly to improve Agent coverage.

**Q: What’s the best way to qualify contacts?**  
A: Use **Key Facts + Goals** to identify conversion signals.  
Example: Contacts who shared an email *and* completed a goal are “sales-ready.”

**Q: Can I export my contacts?**  
A: Yes. Click **Export** on the Contacts page to download your current list (filtered or full) as a CSV.

## **Troubleshooting**

**Q: My imported contacts aren’t showing up. What should I check?**  
A:

-   Make sure your CSV includes required headers (`name`, `email`).
-   Ensure column mapping was correct during import.
-   Check your workspace filters — the contacts might be filtered out.

**Q: I updated a contact, but my Agent isn’t using the new info.**  
A: Re-publish your Agent after major data changes. The AI refreshes the contact context when the new session starts.