Managing Contacts
Adding, searching, updating, and linking contacts to companies in your CRM.
Adding Contacts
Contacts are often added automatically when you interact with new people through email or calls. You can also add contacts manually by telling your AI employee the person's details. Provide as much information as you have — name, email, phone, company, role, and any notes. The AI creates the contact record and links it to the appropriate company if one exists. You can add contacts one at a time or import a list from a CSV file.
Adding a new contact
Create a contact record.
Searching & Finding Contacts
Search for contacts using any attribute — name, email, company, role, or even context from past interactions. "Find the person I emailed about the logo project" works just as well as "look up Sarah Chen." The AI uses both exact matching and semantic search to find the right contact. You can also browse contacts by company, by recent interaction, or by tag.
Updating Contact Information
Keep contact records current by telling your AI employee about changes. "Sarah at ACME changed her email to sarah.new@acme.com" or "Mark got promoted to Director" will update the appropriate records. The AI also updates contacts automatically when it detects changes through email signatures or other interactions. You can review and confirm these automatic updates.
Contact records are updated automatically from email signatures. If a contact changes their title or phone number, the AI may detect this from their latest email and suggest an update.
Linking Contacts to Companies
Every contact can be linked to one or more companies. The AI usually creates these links automatically based on email domains and context. If a link is missing, just tell the AI — "link Jennifer to DataStream" — and it will create the association. Company links let you see all your contacts at a particular organization, which is invaluable for managing client relationships and identifying key stakeholders.