The contact view in FirstQuadrant provides a unified interface that combines a full conversation history with detailed contact and deal context. It helps sales reps stay organized, informed, and ready to act—all in one screen.
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.
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.
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
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.
