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How suggested imports work

FirstQuadrant continuously analyzes your connected email and calendar accounts. When it identifies a person you’re actively communicating with—typically in a sales context—who isn’t yet part of your FirstQuadrant workspace, it creates a suggested import to import that contact. These suggested imports are shown in your Actions list, where you can either approve (import) or ignore them. These suggested imports are only created for sales-related conversations by default, but this behavior can be customized.

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Configuring suggested imports

You can configure how suggested imports work under: Settings → Workspace → Suggested imports

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Enable suggested imports

Choose what kinds of contacts FirstQuadrant should monitor for suggested imports:
  • Suggest importing contacts from sales-related conversations (default): Only suggests contacts if the AI believes the conversation is sales-related.
  • Suggest importing all discovered contacts: Suggests importing every new contact found in your inbox, regardless of context.
  • Disable suggested imports: Turns off the contact suggested import feature entirely.

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Autopilot

If suggested imports are enabled, you can optionally enable Autopilot to bypass manual approval:
  • Enabled for sales-related conversations only: Automatically imports suggested imports if they are sales-related.
  • Enabled for all discovered contacts: Automatically imports all new contacts found via email or calendar.
  • Disabled (default): Suggested imports are created but require your approval before importing.

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Maximum suggested imports per day

Limit the number of suggested imports created per day to avoid overload. For example, setting this to 10 will limit FirstQuadrant to surfacing 10 contact suggested imports per day.

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Fine-tuning instructions

You can provide custom instructions to help FirstQuadrant better understand what constitutes a sales opportunity in your specific business context. This field allows you to:
  • Define specific keywords, phrases, or patterns that indicate sales conversations
  • Exclude certain types of communications (e.g., support tickets, internal discussions)
  • Specify industry-specific terminology or criteria
  • Set rules for when contacts should or shouldn’t be created
For example, you might add instructions like:
  • “Only consider conversations with VP-level or above as sales opportunities”
  • “Exclude any emails containing ‘support ticket’ or ‘invoice’”
  • “Include conversations about ‘enterprise licensing’ or ‘annual contracts’”
These instructions help the AI make more accurate decisions when analyzing your emails and determining which contacts to suggest for import.

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Overriding suggested imports per email account

In the advanced settings of individual email accounts (Settings → Integrations → Email accounts), you can override the global workspace settings for suggested imports. This allows you to customize suggested imports on a per-account basis. For example, you can:
  • Disable suggested imports entirely for a specific account.
  • Choose to import only sales-related contacts.
  • Choose to import all discovered contacts.
This is useful if some inboxes are dedicated to marketing, support, or external roles where importing contacts might not be necessary or desired.

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Best practices

  • Use Autopilot if you’re confident in FirstQuadrant’s contact identification and want a hands-off experience.
  • Keep suggestions limited to sales-related conversations for a more curated contact list.
  • Regularly check your Actions list to review and approve or ignore pending suggested imports.