The directory
Contacts appear as a searchable card grid. Each card gives you the essentials at a glance: name and job title, email, timezone, tags — and a small status dot showing whether your assistant auto-responds to this person or not. Search by name, job title, or email; filter by tags to slice the directory into groups you’ve defined (“suppliers”, “board”, “tenants”). Contacts marked as system contacts are the ones the platform maintains for you automatically — you, and (in an organization) your colleagues.Inside a contact
Click any card for the full picture your assistant holds:- Channels — email, phone, WhatsApp, Discord, Slack — everywhere this person can be reached, which is also what determines where your assistant can contact them.
- Bio — who this person is, in your assistant’s own notes.
- Rolling summary — a living digest of your assistant’s dealings with them, kept current as conversations happen.
- Should respond and Response policy — the behavioral controls: whether your assistant may message this person at all, and the standing instructions for how to engage them (tone, boundaries, topics to avoid, escalation rules).
Growing and editing
The directory largely builds itself: people your assistant encounters become contacts, details get filled in as they’re learned, and summaries update automatically. You can also curate directly:- Add contact creates one by hand; Edit in the detail drawer opens the full form — names, channels, bio, tags, response settings.
- Or just tell your assistant: “add Dana from Acme, her email is…”, “never discuss pricing with contractors”, “stop responding to that recruiter.” Instructions like these update the relevant contact’s details and policy.