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Overview

In the contact view of FirstQuadrant, the footer bar (bottom navigation bar) provides access to all manual actions you may want to take for a specific contact—regardless of whether there are AI-generated next actions queued. This makes it the central control panel for direct engagement, note-taking, or overriding the AI’s default behavior. The footer bar always presents the following options:

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Compose email

Clicking the compose email icon opens a drafting window where you can:
  • Choose the sender address (if multiple mailboxes are connected)
  • Send to the contact’s email by default, or manually add others as CC
  • Enter a subject and write your message manually or click “Write with AI” to let FirstQuadrant assist with drafting
  • Send immediately or schedule the email for later via the dropdown
Note: BCC is not currently supported.

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Add note

Selecting Add note opens a text box where you can write any internal note. Notes serve two functions:
  • Internal memory: So you and your team can record context or outcomes from calls or meetings
  • AI instruction: FirstQuadrant will process your note and, if relevant, may generate appropriate next steps (e.g., scheduling a follow-up email after a vacation or triggering a deal stage update)
Example: Writing a note like “Spoke to Brian at the café, he’s on vacation until next week” might lead the AI to automatically draft an email for his return.

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Regenerate

The regenerate icon allows you to run the AI process again on the current contact. This can be useful if new information has come in and you want the AI to re-evaluate what the next best step should be.

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Additional options via the “…” menu

Clicking the three-dot icon reveals extended manual actions:
  • Delete action: Remove any existing drafted next action
  • Create follow-up: Manually draft an additional follow-up sequence
  • Add to campaign: Enroll the contact in an ongoing outbound campaign
  • Start nurturing: Begin a more passive engagement sequence if the contact is not currently hot
The footer bar layout varies slightly based on whether any AI actions are pending:

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When AI-generated actions are present

The primary CTA is “Approve all”, allowing you to bulk-approve suggested actions.

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When no actions are queued

The default CTA switches to “Compose email” and “Add note”, prompting more proactive manual outreach.

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Summary

The footer bar empowers you to take control when AI is not enough or when human nuance is required. Whether you want to manually nudge a contact, record a meeting outcome, or inject a lead into a campaign, all key tools are just a click away. Use it to:
  • Write and send emails manually or with AI support
  • Capture and act on internal notes
  • Manually shape your pipeline by overriding or supplementing AI behavior
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