Skip to main content

​
Main components of the contact view

​
Conversation history (middle section)

This is the central area of the contact view and serves as a chronological feed of all communication and AI-generated drafts. Learn more about the conversation history.

​
Context panel (right section)

This section provides relevant information about the contact and the associated deal, so users don’t have to switch views. See the context panel documentation for details.

​
Top-right ”…” menu

The top-right menu (three dots icon) in the context panel gives users access to several administrative actions:
  • Archive contact
    Marks the contact as archived. FirstQuadrant will no longer run AI reasoning on any future emails or notes, and will not create any drafts or tasks for this contact.
  • Delete contact
    Permanently removes the contact from FirstQuadrant
  • Copy contact ID
    Copies the internal contact ID to clipboard—useful for debugging or internal references
  • Copy item as JSON
    Allows you to copy the contact record in structured JSON format, which is useful for troubleshooting or exporting
  • Copy
    Creates a duplicate of the contact record

​
Summary

If available, there will be a “Summary” button that you can press to see the summary of the conversation history so far. This will give you a quick glance at everything that’s happened, so that you don’t have to read out the entire conversation history.