Direct Answer (TL;DR)
Brilo AI can be configured to import contacts from Excel or CSV files and to export call logs and call transcripts for downstream reporting or CRM reconciliation. Contact import (CSV/Excel upload) is typically a one-time bulk onboarding or recurring update step that maps your file columns to Brilo AI contact fields. Call log export can be delivered by scheduled exports, API pulls, or webhook forwarding when those data-export options are enabled for your account. Check with your Brilo AI admin or implementation lead for the exact export formats, security controls, and available delivery methods.
Can Brilo import contacts from CSV/Excel? — Yes. Brilo AI can ingest CSV or Excel contact files when import is enabled and mapped correctly.
Can Brilo export call logs and transcripts? — Yes. Brilo AI can deliver call logs and transcripts via export or API/webhook when configured.
How do I bulk upload contacts and get call records? — Use Brilo AI’s contact import workflow for bulk uploads and enable data export or API/webhook to retrieve call logs.
Why This Question Comes Up (problem context)
Enterprises ask this because contact data and call records are operationally critical. Healthcare, banking, and insurance teams need reliable contact sync for outreach, automated workflows, and audit trails. They also need call logs and transcripts for dispute resolution, quality review, and reporting. Buyers want to know whether Brilo AI will fit into existing ETL processes, CRM sync strategies, and security approval workflows before committing.
How It Works (High-Level)
When enabled, Brilo AI supports a contact import workflow that accepts CSV or Excel files and a separate export workflow for call logs and transcripts. Typical behaviors include:
File mapping: Brilo AI maps CSV/Excel columns (for example name, phone, email, account ID) to contact fields in your Brilo AI contact store.
Incremental updates: You can upload full lists or updates that match on a key field to avoid duplicates.
Export delivery: Call logs and transcripts can be exported on-demand, scheduled, or pushed to your systems via API or webhook.
Contact import takes a CSV/Excel file and creates or updates contacts in Brilo’s contact store according to a column-to-field mapping you configure. Call log export packages call metadata, timestamps, dispositions, and optionally transcripts into a downloadable file or programmatic feed for your reporting systems.
If you need help mapping fields or planning a recurring export, Brilo AI support or your implementation team can advise on the appropriate format.
Guardrails & Boundaries
Brilo AI will not automatically modify your CRM records unless you explicitly enable CRM sync or connect your CRM. Brilo AI’s contact import updates only Brilo’s contact store unless a CRM sync is configured.
Brilo AI will not export protected health information (PHI) or other regulated content without the account-level data export controls and contractual safeguards in place; consult your compliance and Brilo AI account team for formal arrangements.
Large imports should be staged and validated in a test environment first to prevent duplicate contacts or incorrect mappings.
Exports may be subject to retention policies and access controls set by your Brilo AI admin; Brilo AI will not bypass organizational permissions.
Data export controls are the account-level settings that restrict who can request or schedule export files and where those files are delivered.
Applied Examples
Healthcare example: A clinic uploads a CSV of patient outreach numbers into Brilo AI to enable appointment reminder calls. The team schedules daily call log exports (call metadata and non-PHI transcripts) to reconcile outreach performance with the clinic’s scheduling system. Sensitive PHI handling is gated behind your compliance process before enabling transcript exports.
Banking example: A collections team imports account-holder phone lists from Excel into Brilo AI to run automated payment reminder calls. The bank configures call log exports to push call outcomes and time stamps into its ledger reconciliation pipeline.
Insurance example: An insurer bulk-uploads policyholder contact lists into Brilo AI for claims intake. Post-call, Brilo AI exports call logs and structured disposition fields to the insurer’s claims system for case creation.
Human Handoff & Escalation
Brilo AI voice agent workflows can be configured to hand calls off to a human or to an alternative workflow when a contact or call requires escalation. Typical handoff behavior:
On certain call dispositions (for example, “escalate” or “complex”), Brilo AI flags the call and routes the caller to a live agent or creates a task in your CRM.
During import or export issues (such as a failed export delivery), Brilo AI can notify designated admins by email or webhook so a human can intervene.
Handoff events and escalations are recorded in call logs so exported records contain the handoff timestamps and agent IDs for auditability.
Setup Requirements
Export or save your contacts as a CSV or Excel file and confirm the key fields you will use for de-duplication (for example phone number or external ID).
Define the column-to-field mapping in Brilo AI’s contact import UI or provide the mapping to your Brilo AI implementation lead.
Upload a small test file and verify results in a sandbox or staging Brilo AI environment.
Turn on the scheduled or on-demand export option for call logs and select the desired format (CSV, JSON) and content (metadata, dispositions, transcripts).
Provide a destination—your CRM, a secure SFTP, your webhook endpoint, or API credentials—for automated exports or enable ad-hoc downloads from the Brilo AI console.
Review the first exports and import logs; adjust mapping and retention as needed.
If you need help with mappings, contact your Brilo AI implementation contact or support for assistance with the import template and export format.
Business Outcomes
Faster onboarding: Bulk CSV/Excel imports let teams get contacts into Brilo AI quickly without manual entry work.
Cleaner CRM synchronization: When combined with Brilo AI’s CRM sync, imports and exports reduce duplicate effort and improve downstream data accuracy.
Auditability: Regular call log exports create an auditable record for quality, dispute resolution, and operational reporting.
Operational scalability: Automated exports (API/webhook) enable downstream systems to process call outcomes in near real time without manual downloads.
FAQs
What file formats does Brilo accept for contact import?
Brilo AI commonly accepts CSV and Excel (XLS/XLSX) files for contact imports; your Brilo AI implementation will confirm the accepted formats and any template requirements.
Can I map custom fields from my Excel file to Brilo fields?
Yes. Brilo AI’s import workflow supports column-to-field mapping so you can map custom columns (for example account ID or policy number) into the Brilo contact store. Validate mappings in a test upload before running a full import.
How are duplicates handled during import?
Duplicate handling is controlled by the matching key you select during import (for example phone number or external ID). Brilo AI can update existing contacts or create new ones depending on your chosen policy; test the behavior on a sample file first.
Can I export call transcripts automatically to my systems?
Yes—when your account’s export or API/webhook options are enabled, Brilo AI can deliver call transcripts and call logs to a configured destination. Confirm delivery format and security requirements with your Brilo AI admin.
Is exported data encrypted in transit?
Brilo AI supports secure delivery options for exports; discuss transport encryption and destination security with your Brilo AI account or implementation team to satisfy your organization’s requirements.
Next Step
Contact your Brilo AI implementation lead or support to request the official contact import template and to enable the call log export options for your account.
Prepare a short test CSV/Excel file and schedule a sandbox import with your Brilo AI team to verify mappings and duplicate handling.
If you plan to automate exports, gather your webhook endpoint, API credentials, or secure file delivery destination and coordinate delivery settings with your Brilo AI contact.