Managing contacts

The Contacts tab is the address book for your practice. Each entry is one person — name, phone number, and optional notes. Contacts show up everywhere a phone number does: voicemail rows, message threads, recents, the incoming-call screen. The address book is also where you handle the awkward edge case of personal contacts who happen to dial or text the practice line. You can mark a contact as Personal, and Rivet will skip the auto-reply for that number.

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Where it lives

Contacts is in the bottom navigation. The layout is iOS-Contacts-style:

• A search icon and a + button at the top.
• An alphabetical list of contacts below, grouped by first letter.
• An A–Z scroll rail pinned to the right edge — drag down it to jump to a letter.
• A “Personal” pill on rows where you’ve suppressed auto-replies.

Tap a row to open the contact’s detail page.

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Adding a contact manually

Phone numbers are stored in standard +1XXXXXXXXXX E.164 format internally, but you type them as (XXX) XXX-XXXX — Rivet handles the conversion.

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Editing a contact

Open the contact and tap Edit in the top right. You can change the name and notes. To change the phone number, you’ll need to delete the contact and create a new one — the phone number is the contact’s identity, so it isn’t editable in-place. Notes are free text. Use them for whatever’s useful: client preferences, intake status, where they came from. The notes never get sent to the client; they’re for you. Tap Save to commit, Cancel to discard. Save fires immediately — there’s no auto-save on the contact form.

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Calling, messaging, or video-linking from a contact

The contact detail page has three round action tiles:

• Call — places a call through your Rivet practice line. (Mobile only — desktop shows a message redirecting you to the mobile app.)
• Message — opens the conversation thread with this contact, or starts a new one if you’ve never messaged them.
• Video — sends them a text with your waiting-room URL, then drops you into the thread so you can see when they tap the link.

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Marking a contact as Personal

A toggle below the notes section: “Personal contact — Suppress auto-replies for this number.” When you flip it on, Rivet confirms (“Tag as Personal?”) and then permanently skips the auto-reply pipeline for that number. If they leave a voicemail, the voicemail still transcribes and tags — it just doesn’t send a text back to them. Use this for:

• Family and friends who occasionally dial the practice line.
• A colleague you don’t want canned-replying to.
• A recurring spam caller you can’t block at the carrier level.

The Personal pill shows on the row in the Contacts list so you can see at a glance which numbers are tagged. Toggle it off whenever — the auto-reply behavior resumes.

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Deleting a contact

At the bottom of the detail page: a red “Delete contact” button. Deleting:

• Removes the contact from the Contacts tab.
• Removes the name from voicemail rows and conversation threads (numbers will show in formatted-phone style instead).
• Does not touch the conversation history. Threads stay intact; you just lose the name annotation.
• Does not touch your phone’s native address book.

The delete is a soft delete — the row is marked as deleted, not erased. If you ever need a contact recovered, email hello@getrivet.ca.

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The “stub” contact case

If you tap a phone number in a thread for someone who isn’t saved, you land on a fresh-contact form pre-filled with the phone. Fill in a name and optional notes, hit save, and the contact is created at the same number. You’re now back in the regular Contacts surface for that person. This is the most common way contacts get added in practice — you respond to a client a few times, decide they’re worth saving, and tap into the stub.

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