Professional+Manage people and companies your workspace can reference in tasks, chat, and {{aiName}}. Profiles link to companies, BD Log activity, and synced email threads.
Who this is for
Workspace members on Professional+. Admins control who can create and edit contacts.
Before you start
A Professional+ plan for your workspace.
Permission to open Contacts from the sidebar.
Basic details for the person or company you want to add (name, email, or company name).
Steps
Open Contacts from the sidebar.
Switch between People and Companies tabs.
Search by name, email, or company on People. Search by name, industry, or location on Companies.
Click Person or Company to create a record.
Open a row to view the full profile, linked companies, and activity.
Review BD Log mentions and synced Gmail threads on the profile when inbox is connected.
What you should see
Contacts appear in search and can be linked from tasks and chat. Profiles show email, phone, job title, company links, and activity.
Troubleshooting
Contacts is not in the sidebar Confirm your workspace is on Professional+ and that you have permission to open Contacts.
Email threads missing on a profile Connect Gmail under Inbox settings. Sync the inbox and confirm the contact email matches a thread participant.
Cannot find a company Switch to the Companies tab and search by name. Link people to companies from the person profile.
Common questions
How does {{aiName}} use contacts?
{{aiName}} can reference people and companies you store here when answering questions in chat and specialists.
What shows in Activity?
BD Log entries that mention the contact. It does not list every task unless logged in BD Log.
Can I import contacts?
Create records manually with Person or Company. Use Import your workspace for broader data migration.