Adding notes

Types of notes

Impact on sales conversations

Customizing note behavior

Add and manage notes throughout your sales process in FirstQuadrant. Notes can include meeting summaries, AI instructions, or personal reminders, and are processed by the AI to guide next steps. Notes can be added manually, during imports, or in response to AI tasks, with customization options available in Fine-Tune Settings.

Notes

Documentation for FirstQuadrant, an AI sales app that helps founders and revenue teams move faster, stay organized, and close more deals, by streamlining the behind-the-scenes work so nothing ever slips through the cracks.

FirstQuadrant Docs

FirstQuadrant is an AI-powered B2B sales platform designed to support your entire revenue team in managing deals, handling sales conversations, nurturing business relationships, and driving top-of-funnel pipeline. It’s a powerful and flexible system that can adapt to nearly any sales use case you might have in mind. But to unlock its full potential, it’s important to understand how it actually works under the hood.

Introduction

The actions list in FirstQuadrant is a dynamic AI-powered task manager that replaces traditional CRM pipelines. It surfaces only the most relevant next steps for your deals, allowing you to review, approve, or adjust AI-suggested actions and maintain a clean, focused sales workflow.

Action list

This guide walks new users through the essential setup steps in FirstQuadrant, including adding team members, connecting email and calendar accounts, and configuring the sales pipeline to align with their sales process.

Quickstart 

This helpdesk document guides users through importing existing contacts into FirstQuadrant by segmenting them into active and inactive categories. It outlines why contact imports are essential for AI-driven automation, explains how to prepare CSV files, and details each step of the import process. It also provides best practices for configuring import schedules and conserving AI credits, ensuring FirstQuadrant can effectively take over sales follow-ups and reactivation efforts. of your new file.

Importing existing contacts

This guide explains how to continuously add new contacts to FirstQuadrant, whether manually or through automated inbound and outbound workflows. It covers manual entry, web form automation, self-serve signup qualification, outbound prospecting, and integrations with external tools—ensuring that every sales opportunity enters the pipeline and is managed effectively by the AI.

Adding new contacts

This guide explains how to use the Actions List in FirstQuadrant, your central inbox for AI-generated to-do items. It covers how to navigate, filter, sort, and manage action items, along with best practices for keeping your sales execution pipeline clear and responsive.

Actions

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.

Contact view

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.

Conversation history

This 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 actions

This article explains how to use the footer bar in the contact view of FirstQuadrant to manually take actions such as composing emails, writing notes, creating follow-ups, adding contacts to campaigns, or initiating nurturing flows. It also covers how notes influence AI reasoning and how the footer bar adapts based on whether next actions are already planned.

Manual actions

The context panel in FirstQuadrant provides enriched, editable insights into each contact, their company, and any associated deals. It supports both users and the AI by offering structured data, related contacts, and custom properties to personalize engagement and streamline workflows.

Context panel 

Fine-tuning rules in FirstQuadrant allow you to customize how the AI behaves across various sales scenarios. These rules serve as high-level instructions—like guidelines for a smart assistant—not strict logic trees. They enable FirstQuadrant to reason through nuanced sales interactions while adapting to your unique sales process and language.

Fine-tuning

Fine-tuning rules in FirstQuadrant allow you to customize the AI's behavior by defining how it should respond in specific scenarios. Rather than hard-coded if-statements, these rules act as flexible, natural-language instructions—like training an assistant. You can create fine-tuning rules for different input types, limit their scope to specific segments, and optionally enable Autopilot to automate actions without human approval.

Create fine-tuning

Fine-tuning rules in FirstQuadrant allow you to tailor the AI’s behavior in specific situations using natural-language instructions. These rules do not follow rigid logic, but instead guide the AI—much like training a smart assistant. You can scope each rule to specific contact segments and optionally enable Autopilot to let the AI act without approval.
This article provides practical examples of fine-tuning rules by type. For details on how to create a rule, refer to the fine-tuning rule creation guide.

Fine-tuning examples 

FirstQuadrant supports communication in any language, making it suitable for global sales teams. While the platform interface is only available in English, the AI can read, understand, and respond in any known language. This article explains how to configure multilingual support by setting up fine-tuning rules that guide the AI on when and how to respond in specific languages and grammar styles.

Language support

Learn how to use FirstQuadrant’s nurturing feature to automatically re-engage dormant contacts and revive old sales conversations. This guide explains how nurturing rules work, how to configure cadence and instructions, and best practices for generating new pipeline from existing relationships.

Nurturing

This article explains what campaigns are in FirstQuadrant, when to use them, and how to interpret the campaign overview interface. It covers the difference between draft and running states, breaks down progress tracking, and details how to stop a campaign using soft-stop or hard-stop options.

Campaign overview

Learn how to configure sender accounts and define your target audience when setting up a new campaign in FirstQuadrant. This guide walks through selecting the right email addresses for sending and building your audience using views and imports—two critical steps to ensure high deliverability and precise targeting.

Select sender and audience

Learn how to build and configure email sequences in FirstQuadrant campaigns, including writing messages, setting follow-up logic, using AI-driven variables, enriching with custom properties and knowledge, previewing personalized content, running A/B tests, and enabling smart automation settings like Autopilot and contextual adjustments.

Creating email sequences

Advanced campaign settings

This article explains the Analytics Dashboard in FirstQuadrant, covering both the Pipeline and Campaigns dashboards. It outlines key performance metrics, funnel stages, breakdowns by owner and company, and how to interpret A/B testing results. The guide helps users monitor sales performance and campaign effectiveness across pipelines and outreach sequences.

Analytics

This article provides an overview of the three record types in FirstQuadrant—Deals, Contacts, and Companies. It explains how to navigate, filter, and manually manage records, as well as how these records support but do not replace daily sales execution, which is driven through the Actions list.

Records overview

Views in FirstQuadrant are a powerful way to segment your contacts based on shared attributes. They enable sales teams to run more targeted campaigns, apply fine-tuning rules selectively, tailor nurturing flows, or export specific subsets of contacts. This article explains the concept of segmentation, how views work, how to create and use them, and why they're crucial for efficient sales execution.

Views

This article explains how to use properties in FirstQuadrant to structure contact and company data, segment audiences, and enable AI-powered enrichment. It covers the creation of custom properties, enrichment options using Perplexity or internal data, and best practices for managing and testing property-based data workflows.

Properties

This article explains how to set up a lead scoring system in FirstQuadrant using custom properties enriched by AI. It covers the difference between demographic and behavioral inputs, how to define and calculate a score, and how to use these scores for segmentation via Views.

Lead scoring 

Related contacts are automatically identified connections between contacts in FirstQuadrant based on shared company, communication threads, or calendar events. They help the AI understand organizational context and adjust outreach strategies intelligently across related individuals.

Related contacts 

The autopilot feature in FirstQuadrant enables automated execution of planned actions without manual approval. When turned on, autopilot allows FirstQuadrant to immediately send emails, respond to incoming messages, execute fine-tuned rules, apply nurturing logic, and import suggested contacts—streamlining workflows and reducing manual effort. It can be toggled on or off in four key areas: campaigns, fine-tuning rules, nurturing, and AI suggestions. By default, autopilot is off to ensure safety and control, and it only activates autonomously when all applicable rules agree. Use it to scale efficiently while maintaining oversight.

Autopilot

This article explains how to perform bulk edits in FirstQuadrant. It covers how to select multiple items in list views, how to access the footer edit bar, and what types of bulk edits are available depending on the list context (e.g., imports, contacts, deals).

Bulk edits 

Learn how to use imports in FirstQuadrant to bulk add contacts via prospecting, CSV upload, API, or app integrations. This article explains the import overview, available import methods, status states, and why importing is essential for enabling AI-driven workflows.

Imports overview

Use FirstQuadrant’s Prospect tooling to create a new import of net-new contacts for outbound campaigns by filtering Apollo’s database and optionally refining results through AI qualification directly in FirstQuadrant. This feature lets you build outbound audiences based on filters applied to Apollo’s database of over 95 million contacts.

Prospecting

Learn how to upload contacts via CSV in FirstQuadrant. This article covers how to prepare your file, map fields, handle errors, and use advanced options like note imports to inform AI-driven outreach.

CSV uploads

This article explains how to import contacts into FirstQuadrant using connected apps. It covers the three types of integrations—direct, Zapier-powered, and guide-based—and provides step-by-step instructions for setting up each. Use this guide to streamline contact imports from sales, marketing, and scheduling tools.

App import

This article explains how to use webhook-based imports to send real-time contact and company data from external tools—like CRMs, signup forms, or internal systems—directly into FirstQuadrant. It covers how to locate your unique webhook URL, the expected data format, field-level documentation, response handling, and integration best practices. You’ll also find examples for using webhooks via Zapier or custom applications. This is the most flexible way to programmatically sync high-quality data into your workspace and trigger AI workflows instantly. 

Webhooks import

The import settings page in FirstQuadrant allows users to configure how new contacts are added to the platform—whether via webhooks, apps, CSV files, or the prospecting feature. It centralizes all import setup options including naming, qualification filters, enrichment rules, and scheduling. This page is key to ensuring you only import high-quality, relevant contacts tailored to your sales workflow.

Import settings

Learn how to navigate and use the import detailed view to track qualification statuses, understand AI decisions, and manually override results. This guide covers contact status types, qualification logic, editing criteria, and reading the context panel.

Import detailed view

This article explains the General Settings section in FirstQuadrant, where users can manage workspace-level details such as name, slug, legal name, website, and description. It also covers enabling sandbox mode for safe testing and how to delete the workspace.

Workspace general settings

The Members workspace settings in FirstQuadrant allow you to manage team access and configuration. You can invite new members by entering their name and email—no password setup is needed. For each member, you can configure a scheduling link, email signature, and optional reply-to address. Members can be edited, deactivated (removing access but keeping synced emails), or deleted (revoking all access).

Workspace members settings

This article explains how to create and manage teams in FirstQuadrant. Teams help organize your sales organization, streamline campaign targeting, and enable better collaboration by grouping members for role-based workflows and access segmentation.

Workspace teams settings

This article explains how to set up and manage sales pipelines in FirstQuadrant. It covers how to create new pipelines, define deal values, configure stages with clear goals, and how FirstQuadrant’s AI uses pipeline structure to manage deal progression—including non-linear movement. Ideal for sales teams looking to align their sales process with FirstQuadrant’s automation.

Pipelines

Suggestions in FirstQuadrant help keep your contact database automatically up-to-date by scanning your email conversations and recommending contacts to import. This feature is designed to ensure you never miss adding an important point of contact and helps populate your action list with meaningful follow-ups. Suggestions are enabled by default and focus on contacts from sales-related conversations.

Suggestions

This article explains how to configure the Schedule & Tracking settings in FirstQuadrant. This section allows you to define the cadence of automated follow-ups, control sending schedules based on time zones, and manage email tracking preferences to optimize deliverability.

Scheduling and tracking

This article explains the Apps integration settings in FirstQuadrant. It covers how to view, install, and manage third-party app integrations including Zapier, Perplexity, Slack Connect, and various outbound sales tools. It also references where to find detailed instructions for importing contacts via these integrations.

Apps

This article explains how to connect and manage email accounts in FirstQuadrant. It walks through provider-specific setup (Google, Microsoft, SMTP), login via Nylas, assigning accounts to team members, and configuring advanced settings such as AI suggestions, daily sending limits, and email warming exclusions. Connecting at least one email account is essential for FirstQuadrant to function.

Connecting email accounts

Adding all email accounts for best practice

This helpdesk document provides a step-by-step guide for Google Workspace super admins on how to designate FirstQuadrant as a trusted third-party app. It walks through the process in the Google Admin console—from locating the API controls to entering the correct OAuth client ID and assigning trusted access. The guide clarifies that this action only allows FirstQuadrant to request access and does not grant any permissions by default.

Add FirstQuadrant as a trusted developer in Google Workspace

Learn how to connect and configure calendar accounts in FirstQuadrant to enable automated meeting detection, pipeline progression, and AI-powered follow-ups.

Calendar accounts 

FirstQuadrant uses a single, flexible AI credit system where credits are spent based on usage—like imports, enrichment, actions, or campaigns. Credits scale with activity, not seats, and plans offer predictable monthly or flexible annual options with rollover. ScaleUp users benefit from unlimited seats.

AI credits pricing 

Learn how to track, manage, and interpret your AI credit consumption in FirstQuadrant, including credit types, usage logs, and what happens when you run low.

Credit usage

Manage your subscription, billing details, and invoices in FirstQuadrant’s Billing settings. Update your plan, view past invoices, change payment methods, or cancel your subscription. Workspaces are permanently deleted seven days after a canceled subscription ends.

Subscription and invoices

This article explains how to manage your personal settings in FirstQuadrant under the “My account” section. It covers how to update your profile information, switch between workspaces, adjust the app theme, set your time zone, and log out.

My account settings

Learn how to manage developer settings in FirstQuadrant, including how to create and monitor API keys for integrations, configure domains for email tracking, and verify DNS records for improved deliverability.

Developer settings

This article provides an overview of the Data Management settings in FirstQuadrant, covering how to manage custom properties, view and access deleted contacts, export contact data, and review system activity through the audit log.

Data management settings

Email deliverability setup

How to authenticate your requests to the FirstQuadrant API

Authentication

YC-backed AI sales platform FirstQuadrant acquires Flike

Terms of Service

Privacy policy

Refund policy

Security policy

Legal notice

Onboarding

Find new prospects for your campaigns using FirstQuadrant's built-in tool.

Prospect

Import your own CSV file to create a new audience in FirstQuadrant.

Import

Send contacts from third-party tools to FirstQuadrant.

Integrate

Use AI to further qualify your audience to hyper-target the right contacts.

Qualification

Use AI to enrich information about the prospect's company.

Enrichment

Include additional context about your company.

Context

FirstQuadrant will automatically provision domains and email accounts as you start and scale your campaigns. However, if you prefer to use your own domain and email accounts, you can connect them to FirstQuadrant.

Connect mailboxes

We recommend setting up email warming for all mailboxes to ensure optimal deliverability and reputation scores.

Deliverability recommendations

Your sender reputation, particularly towards Google Workspace and Microsoft Office 365, is best reflected by your reputation score automatically calculated by FirstQuadrant.

Reputation score

To help us improve FirstQuadrant, you can report issues and request new features directly from the app.

Providing feedback

You can use feature preview to see features that are available in beta and to enable or disable each feature for your team.

Getting started

Product manual

Playbooks

API reference

Company

Notes

Adding notes

Types of notes

Impact on sales conversations

Customizing note behavior

Getting started

Product manual

Playbooks

API reference

Company

​Adding notes

​Types of notes

​Impact on sales conversations

​Customizing note behavior

Adding notes

Types of notes

Impact on sales conversations

Customizing note behavior