Contacts
Intelligence
Insights on your directory, suggested clean-up actions and the directory assistant.
Before you start
Before you start
- Sign in at my.aicountly.com with your organisation account.
- Confirm company context in Manage when linking contacts to clients or vendors.
- Keep your own meetings with contacts in Calendar (it does not read Contacts or invite people), and use Docs when sharing relationship files.
Steps
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Step 1: Open Intelligence → Insights for a summary of your directory.
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Step 2: Open Suggested actions for incomplete records and duplicates to review; they are worked out by simple rules from your directory, not by an AI model.
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Step 3: Ask the Directory assistant questions about your contacts; it also answers from your directory data by rules. For AI, ask AI Pulse from the bar at the top.
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Step 4: Act on a suggestion: complete the record, or review the duplicate.
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Step 5: Note a follow-up in your own Calendar if you need one.
Show this as a diagram
flowchart TD
A[Open Intelligence] --> B[Insights overview]
B --> C{Explore?}
C -->|Clean up| D[Suggested actions]
C -->|Ask| E[Directory assistant]
D --> F[Act on a contact]
E --> F
Ready? Try it now.
Open Contacts in a new tab and follow along.