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WORKING WITH CONTACTS VIA SMS

Looking up, adding, updating, and removing External Contacts over text.

The External Contacts directory (the CRM-style section at the bottom of /dashboard/roster) is fully scriptable via SMS too. The agent can search, add, update, and remove contacts.

Searching

  • "Who's the production manager at the Wiltern?"
  • "Find Sarah at Live Nation"
  • "List all my promoter contacts"
  • "Who's the booker at Brooklyn Steel?"
  • "Show me contacts in PR"

The agent searches by name, organization, role substring, or category. Returns up to 50 matching contacts with phone, email, organization, role, notes.

Adding

  • "Save Sarah at Live Nation, 555-1234, sarah@livenation.com as a promoter"
  • "Add the Wiltern's production manager: Jamie, 213-555-0100, jamie@wiltern.com"
  • "Save Jamie at the Wiltern, I'll get her number later"

The agent extracts:

  • Name, organization, role, phone, email, notes
  • Category — best fit from {venue, promoter, agent, pr, label, manager, vendor, other}

Adding the same person twice doesn't create a duplicate — it updates the existing row.

Updating

  • "Change Sarah's email to sarah.j@livenation.com"
  • "Update the Wiltern PM's notes: prefers texts after 10am"
  • "Set Jamie's category to vendor"

You need to give the agent enough to identify which contact — usually a name + organization works.

Removing

  • "Remove the contact for Jamie at the Wiltern"
  • "Delete Sarah Jones from the directory"

Removes the tenant_contacts row only — the underlying person record stays (in case they have messages, roster membership, etc.).

Permissions

  • Read (search_contacts): any roster member can read the directory. No permission check.
  • Write (add/update/remove): admin / Full Access only. Non-admins get a refusal.

Auto-population from emails

Even if you never explicitly add a contact via SMS or dashboard, BandBrain auto-extracts contacts from inbound emails. When a promoter emails your BandBrain inbox, their signature gets parsed and a contact is added (name, org, role, phone, email if found).

So your directory fills up passively as people email you. See Email channel.

Signed in? Ask the help assistant in your dashboard.

last updated 2026-06-02