Contacts, companies & deals

Three record types. The agent can be opened on any of them, and every read hands back the ids of the neighboring records — a contact knows its company id and the deals it's on; a company knows every contact with their id; a deal knows the people on it. A result that names a record without its id is treated as a bug, because the only recovery is to ask the human.

Every record has four tabs

Tab	What's on it
Overview	The fields — for a contact, role / tenure / seniority / function / location, each with a provenance marker. Click a field to edit it directly.
Contacts	(companies and deals) Everyone on the account or the deal, with role and last activity.
Activity	A timeline and a composer — notes, calls, emails, meetings, tasks. See Dashboard & activity.
Agent	A conversation with the research agent, scoped to this record. See Agent conversations.

Contacts

Add by hand

Quick-add from the Contacts list. Most fields are optional; an email address is what lets the agent do anything with the record. Inside a company's record, a new contact is linked to it automatically.

In practice most contacts are never added by hand — the Gmail / Calendar sync creates them from whoever you correspond with.

Read what the agent found

The Overview tab shows each established field with a small provenance marker — hover it to see why the agent believes it and when it was observed. Nothing shown is inferred from a name.

Re-enrich

Re-enrich re-queues research on that person at high priority. The page updates itself when it finishes — no reload.

Edit a field yourself

A value you type by hand is a fact the agent will never silently overwrite. Human input always outranks its own research.

Delete

⋯ → Delete contact, then confirm. The record is gone from every list immediately, and the email address is remembered as "don't re-add automatically" — so the next message from that person doesn't quietly recreate them. Typing the address back in yourself lifts the block. Their colleagues are untouched.

Companies

Add

Name and domain matter most — a domain lets the agent fill in the real name, industry and socials, and lets the domain's favicon appear instead of a grey square.

Research vs. Re-enrich

• Research adds a written brief to the company's timeline — a summary of the account, not just a data refresh. Requires a domain.
• Re-enrich re-fetches just the real name, industry and brand facts, without a new brief.

Primary contact

From the company's Contacts tab, Make primary picks the one name the rest of the app shows wherever a company has room for only one.

Delete

⋯ → Delete company, confirm. Its contacts and deals are not deleted — they survive with no company attached — and its domain is not suppressed, so a new thread from that company files normally and recreates it.

Deals

Create

From the Deals list or from inside a company (which pre-fills the account). Name, amount, close date.

Stages

Drag on the board or set the stage on the deal's Overview tab:

Stage	Meaning
Demo booked	First real step
Qualified to buy	Confirmed budget / need
Decision maker in	The person who can say yes is engaged
Contract sent	Paperwork is out
Closed won	Done, won
Closed lost	Done, lost
Unqualified	Disqualified before it got moving

Every stage change is timestamped and kept. The Overview shows the full stage clock — how long the deal sat in each stage, not just where it is now.

Delete

⋯ → Delete deal, confirm. Its activities go with it; the people and company on it are untouched.

Finding records

• Quick search — ⌘K / Ctrl K searches contacts, companies and deals at once, on exact and prefix matches only. "Northwind" finds "Northwind Savings Group"; a misspelling won't silently land you on the wrong person.
• Filter, sort and share a view — every list keeps its filters, sort and page in the URL. There's no separate "saved views" feature — set the list up and copy the address bar.