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FirstQuadrant allows users to add notes in multiple places within the conversation history to enhance sales tracking and AI-driven recommendations. Notes can be used for documentation, AI instructions, or personal reference, ensuring seamless sales process management.

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Adding notes

Users can add notes in several ways:
  • When adding a contact manually—Notes can be included while creating a new contact to ensure all relevant details are stored from the beginning
  • During bulk imports—Users can add bulk notes to all contacts being imported, ensuring consistent information across multiple leads. Notes can be displayed as collapsed events or full notes in the conversation history (see Import Settings)
  • Manually at any time—By clicking on the note icon in the footer bar of a conversation, users can add notes whenever needed
  • In response to a FirstQuadrant task—Sometimes, FirstQuadrant prompts users to add a note in response to a generated task to improve AI-driven workflows

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Types of notes

Notes in FirstQuadrant can include any type of information, such as:
  • Meeting notes—Summarize key discussions and follow-ups
  • Instructions for FirstQuadrant’s AI—Guide the AI on how to handle specific contacts or sales scenarios
  • Personal notes—Store information relevant to a contact or deal that may be useful later

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Impact on sales conversations

Any note added to a conversation is processed by FirstQuadrant’s AI to evaluate the next steps in the sales process. Notes enhance the AI’s ability to make informed decisions and recommend actions tailored to each lead.

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Customizing note behavior

Users can fine-tune how FirstQuadrant processes specific types of notes by adjusting settings in the Fine-Tune Settings. This allows users to customize how different note types influence AI-driven recommendations and automation workflows. By leveraging notes effectively, users can ensure better organization, improved AI decision-making, and streamlined sales operations within FirstQuadrant.

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Tasks to add notes

Sometimes, FirstQuadrant prompts users to add a note in response to a generated task to improve AI-driven workflows. These prompts are designed to enhance the AI’s understanding of your sales process and improve the accuracy of future recommendations and automated actions. By capturing context and outcomes through these prompted notes, FirstQuadrant can provide more personalized and effective sales automation.

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Answer questions

If FirstQuadrant doesn’t know the answer to a question, it will create a task for you to answer it. This includes:
  • Contact information requests: “What’s your phone number?”, “What’s your email address?”
  • Pricing inquiries: “How much does it cost?”, “What are your rates?”
  • Availability questions: “Can we meet today?”, “When are you available?”
  • Product-specific questions: “Do you support feature X?”, “What integrations do you offer?”
  • When you’ve already committed to answering: “I’ll check and get back to you”, “Let me find out for you”

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Perform actions

When there is a task that FirstQuadrant cannot do, it will create a task for you to complete it. This includes:
  • After you’ve committed to doing something: “I’ll call them tomorrow”, “I’ll create a proposal”, “I’ll send the contract”
  • Personal involvement or collaboration: Interviews, content collaborations, partnerships, strategic discussions
  • Human-only tasks:
    • Direct communication: “Call me”, “Text me”
    • Legal processes: Contract signing, document review
    • External scheduling: Using third-party scheduling links, “Use my Calendly when feature X launches”
    • Manual processes: Creating custom proposals, setting up integrations

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Request for meeting notes

FirstQuadrant intelligently monitors your calendar events and automatically creates tasks for adding meeting notes. This automation ensures that important meeting outcomes are captured and processed by FirstQuadrant’s AI to determine the next steps in your sales process. Note: Meeting notes tasks are only created when there are participants who haven’t declined the meeting. If all external participants have declined the calendar invite, FirstQuadrant will not create a meeting notes task, as the meeting is unlikely to occur.