| Name | Phone | Company | Job title | Address | First contact | Last contact | Emails | Stage |
|---|
Ask questions about your CRM data in plain English. The assistant reads a live snapshot of your contacts and emails, then answers using only that data — it never invents details.
Files placed on the server in the host folder mounted at /host-psts can be ingested without uploading through the browser — required for files larger than ~2 GB. Configure the mount via HOST_PST_DIR in .env.
Drop a .pst or .ost file. For larger files, use the Server files section above.
Every ingested mailbox, as a person. Names are auto-detected from the archive — click any card to edit the name, role, department and departure date, or to see that person's full book of business.
Pick a customer to see their entire email history, merged across every mailbox — so a new joiner can read everything any former colleague exchanged with that contact, in one timeline.
Warm contacts that have gone quiet — strongest relationships first. Each one shows an auto-suggested current handler based on who's most recently been in touch; confirm it or set your own.
Contacts the AI flagged with genuine buying intent — pricing requests, demo asks, proposals, product evaluation. Run the scan from Customers → ⚙ clean → AI lead scan.
Add, edit, and deactivate portal login accounts. Deactivating revokes access immediately while keeping the record — there's no hard delete.