Contact view
Conversation history
This document explains how the conversation history works within the contact view in FirstQuadrant. It outlines how emails, notes, calendar events, and AI-generated items are unified into a single, chronological timeline across your entire team. It also details how FirstQuadrant automatically syncs all past and present communications with a contact and allows users to hide irrelevant messages from both the view and the AI’s logic.
Overview
The conversation history is the central section of the contact view in FirstQuadrant. It provides a unified, chronological timeline of all interactions related to a specific contact, across your entire organization. This includes emails, calendar events, AI-generated items, and internal notes—regardless of who on your team was involved.How it works
When a contact is added to FirstQuadrant, the platform syncs all past and future emails related to that contact from connected mailboxes. This includes:- Emails from the assigned contact owner
- Emails from any team member who has interacted with the contact
- Emails where the contact was either the main recipient or just CC’d
Unified, continuous timeline
Unlike traditional email clients that group messages by subject into threads, FirstQuadrant displays all communications as a single, continuous timeline. While subject lines can still be added (for the recipient’s inbox experience), within FirstQuadrant everything appears in one flowing view. This allows you to easily trace the full relationship history without fragmentation.What is included
The conversation history includes:- All synced emails (sent, received, CC’d)
- Internal notes added by team members
- Calendar events (e.g. meetings scheduled)
- AI-generated drafts and tasks such as:
- Suggested follow-ups
- Draft replies
- Deal updates
- Snippets summarizing actions taken by the AI
Hiding messages
You can hide specific emails from the conversation history by clicking on them and selecting the hide option. Hiding an email does two things:- Removes it from your view
- Excludes it from FirstQuadrant’s AI decision-making
Previous
Next actionsThis article explains how FirstQuadrant automatically generates AI-driven next actions based on sales conversation activity. It outlines the types of actions FirstQuadrant can take (such as updating deals, sending replies, or creating tasks), how to review and edit these actions, and how to use tools like the bottom navigation bar and the Actions dropdown to manage your workflow. It also covers how to fine-tune the AI’s knowledge when it can’t answer a question, and how to snooze, regenerate, or approve actions efficiently.
Next