Contacts Directory

Private Office AI · Feature — Contacts Directory

Contacts Directory.
Every client, on your own box.

One shared address book for the whole office — clients, vendors, and partners, with notes and history the AI can actually use. It works like the contacts app everyone already knows, except the list lives on hardware sitting in your office, not in a marketing platform’s database.

Contacts Directory Online · Local
Anne NjorogeClient · Nairobi
David OtienoVendor · Mombasa
Wanjiru & Co.Partner · Nakuru

01 — What it is

A shared address book, kept entirely in-house

Contacts Directory is where every client, supplier, and partner your office deals with lives in one place — visible to the right people, and readable by the AI whenever it needs a name, number, or note.

The Directory

Everything a good contacts app should do

Store names, numbers, emails, addresses, and free-form notes for everyone your business works with. Group people by company, tag them by relationship, and search across the whole list in seconds — the same basics as any CRM, minus the monthly bill per user.

  • Custom fields and tags for how your office actually organizes people
  • Import an existing list, or add contacts one at a time
  • Notes and history attached directly to each contact
What Makes It Private

Client data that never leaves the building

Names, numbers, and deal notes are some of the most sensitive information a small office holds. Here, that list is stored on the box itself — not synced to a cloud CRM, not shared with a marketing platform, not sitting in a spreadsheet that gets emailed around and forwarded to nobody-knows-where.

  • Works fully offline, on the office Wi-Fi
  • Visibility follows the roles your admin sets
  • No per-seat fee — one price covers the whole team

02 — Inside the directory

Built to feed the rest of the box, not sit alone

Contacts isn’t a standalone address book — it’s the reference layer the AI reaches for whenever a name comes up.

The AI already knows who you mean

Ask Private AI Chat to draft a follow-up to Njoroge, and it pulls the right contact, email, and context without you re-typing anything.

Linked straight into drafts

Generate a letter, invoice, or email with the Document & Email Generator and addressing pulls from the directory automatically — correct name, correct spelling, every time.

Ties into the calendar

Book a meeting from a contact’s record, or open a contact straight from an event on the Shared Calendar — the two features stay in sync.

Scoped to who’s allowed to see what

A junior employee can see general contacts while high-value client records stay limited to the people your admin assigns.


03 — How it feels day to day

Add a contact once. Use it everywhere on the box.

Step 1

Add or import a contact

Enter a name and details by hand, or bring in an existing list in one go — nothing needs re-typing.

Step 2

Tag and note as you go

Mark someone as a client or vendor, log a call, or leave a note the next person in the office will see too.

Step 3

Let the AI reach for it

Mention a name in chat, a document, or a calendar event, and the directory is already there in the background.


04 — The rest of the box

Contacts Directory is one part of the office

Same login, same box, same privacy — explore what else runs alongside it.


05 — Questions people ask

About Contacts Directory specifically

Can I import our existing client list?+
Yes. Bring in a spreadsheet or exported list and the directory will populate from it, so nobody has to re-enter contacts by hand.
Is contact data stored anywhere outside the office?+
No. The directory lives on the box itself, the same way chat history and uploaded documents do, and is never transmitted to us or any outside vendor.
Can everyone in the office see every contact?+
Only if your admin sets it up that way. Visibility follows Team Accounts & Permissions, so sensitive client records can be limited to specific people or roles.
Does the AI use the directory automatically, or do I have to ask?+
It’s automatic. Mention a contact’s name in chat, a generated document, or a calendar event, and the assistant looks up the matching record on its own.

Ready when you are

Give your team an address book that never leaves the office.

See Contacts Directory running with real data in the live demo, or go straight to building your box.