# Contacts

> View, manage, and enrich individual contact records with activities, intelligence documents, and AI actions.

Source: https://docs.graph8.com/data/contacts/

Contacts are the people in your database. Each contact is linked to a company, giving you a complete view of the person, their role, and the organization they belong to. Browse, filter, and act on contacts from a single grid — or open any contact to see the full picture.

## Browsing Contacts

1. Go to **Data → Contacts**
2. Use column filters and saved views to segment by role, company, engagement, or signals
3. Click any row to open a slide-over with quick details
4. Click **Open full view** to go to the full detail page

You can also create a contact directly — click the **+** button above the grid to add a single record. Email is used for deduplication.

## Detail Page

Each contact has a dedicated page with tabs across the top and an **Intelligence Panel** on the left.

| Tab | What It Shows |
|-----|---------------|
| **Overview** | Engagement summary, about text, and contact dashboard |
| **Activity** | CRM activities, engagement events, and calendar entries |
| **Notes** | Free-form notes attached to the contact |
| **Tasks** | Tasks assigned to or about this contact |
| **Deal Room** | Active deals linked through the contact's company |
| **Meetings** | Scheduled and past meetings |
| **Signals** | Intent signals and website activity |
| **Next Steps** | AI-suggested next actions for the account |
| **Inbox** | Email conversations with the contact |

The sidebar shows key fields at a glance: email, phone, title, department, seniority, company, industry, and employee count.

### Create a Single Contact
You can also manage and enrich these contacts later from the Contacts page.

You can also create contacts without importing a file:
1. Go to **Data → Contacts**
2. Click the **+Add Contact** button above the grid
3. Enter contact details manually

Email is used for deduplication — if a contact with the same email already exists, the record will be updated.

## Activities Tab

The **Activity** tab is a filterable timeline of all interactions:

- **Type filters** — All, Emails, Calls, Meetings, Notes, Tasks
- **Source filters** — All Sources, Manual Only, CRM Only
- **Create Activity** — add a manual entry (note, call, email, meeting, or task) with subject, description, and date

Click the sync icon to pull the latest activities from your connected CRM on demand.

## Intelligence Documents

The **Intelligence Panel** (toggle with the panel icon in the header) shows AI-generated documents organized into folders:

| Folder | Documents |
|--------|-----------|
| **Outreach** | Outreach Personalization, Conversation Prep |
| **Intelligence** | Stakeholder Intel Brief, Career & Trigger Timeline, Relationship Map |
| **Strategy** | Persona-Mapped Value Prop |
| **Engagement** | Engagement History Digest |

Click **Generate** on the root folder to create all 7 documents at once, or click any individual document to generate it on its own. Generation runs in the background — you can close the modal and come back when it finishes.

Documents are built from your **Global Context** and the contact's data, including enrichment fields and engagement history.

## Running Actions

Click the **⚡ action icon** in the contact header to open a searchable list of your org's AI actions. Select one to run it against this contact — the contact's data is automatically injected as context.

Results appear in a dialog showing the output, execution time, and token usage. Click **Save to Intelligence** to persist the result to the contact's intelligence panel for future reference.

> **Tip:**
> Generate intelligence documents before running outreach actions — actions that reference a contact's intelligence panel will produce better results when documents are already populated.

## Next Steps

- [Companies →](https://docs.graph8.com/data/companies/) — Company-level view of the organizations behind your contacts
- [Enrichment & Formulas →](https://docs.graph8.com/data/enrichment/) — Fill in missing emails, phones, and firmographic data
- [Import & Export →](https://docs.graph8.com/data/import-export/) — Add contacts via CSV, CRM sync, or manual creation
- [Managing Lists →](https://docs.graph8.com/data/managing-lists/) — Organize contacts into lists for sequencing and enrichment