Contacts

Contacts are the people in your database. Each contact is linked to a company, giving you a complete view of the person, their role, and the organization they belong to. Browse, filter, and act on contacts from a single grid — or open any contact to see the full picture.

Browsing Contacts

1. Go to Data → Contacts
2. Use column filters and saved views to segment by role, company, engagement, or signals
3. Click any row to open a slide-over with quick details
4. Click Open full view to go to the full detail page

You can also create a contact directly — click the + button above the grid to add a single record. Email is used for deduplication.

Detail Page

Each contact has a dedicated page with tabs across the top and an Intelligence Panel on the left.

Tab	What It Shows
Overview	Engagement summary, about text, and contact dashboard
Activity	CRM activities, engagement events, and calendar entries
Notes	Free-form notes attached to the contact
Tasks	Tasks assigned to or about this contact
Deal Room	Active deals linked through the contact’s company
Meetings	Scheduled and past meetings
Signals	Intent signals and website activity
Next Steps	AI-suggested next actions for the account
Inbox	Email conversations with the contact

The sidebar shows key fields at a glance: email, phone, title, department, seniority, company, industry, and employee count.

Create a Single Contact

You can also manage and enrich these contacts later from the Contacts page.

You can also create contacts without importing a file:

1. Go to Data → Contacts
2. Click the +Add Contact button above the grid
3. Enter contact details manually

Email is used for deduplication — if a contact with the same email already exists, the record will be updated.

Activities Tab

The Activity tab is a filterable timeline of all interactions:

• Type filters — All, Emails, Calls, Meetings, Notes, Tasks
• Source filters — All Sources, Manual Only, CRM Only
• Create Activity — add a manual entry (note, call, email, meeting, or task) with subject, description, and date

Click the sync icon to pull the latest activities from your connected CRM on demand.

Intelligence Documents

The Intelligence Panel (toggle with the panel icon in the header) shows AI-generated documents organized into folders:

Folder	Documents
Outreach	Outreach Personalization, Conversation Prep
Intelligence	Stakeholder Intel Brief, Career & Trigger Timeline, Relationship Map
Strategy	Persona-Mapped Value Prop
Engagement	Engagement History Digest

Click Generate on the root folder to create all 7 documents at once, or click any individual document to generate it on its own. Generation runs in the background — you can close the modal and come back when it finishes.

Documents are built from your Global Context and the contact’s data, including enrichment fields and engagement history.

Running Actions

Click the ⚡ action icon in the contact header to open a searchable list of your org’s AI actions. Select one to run it against this contact — the contact’s data is automatically injected as context.

Results appear in a dialog showing the output, execution time, and token usage. Click Save to Intelligence to persist the result to the contact’s intelligence panel for future reference.

Tip

Generate intelligence documents before running outreach actions — actions that reference a contact’s intelligence panel will produce better results when documents are already populated.

Next Steps

• Companies → — Company-level view of the organizations behind your contacts
• Enrichment & Formulas → — Fill in missing emails, phones, and firmographic data
• Import & Export → — Add contacts via CSV, CRM sync, or manual creation
• Managing Lists → — Organize contacts into lists for sequencing and enrichment