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The same person often shows up in several places — a row in a Smart List, a recipient in a sequence, someone who replied in your inbox, a visitor who chatted with an agent. People stitches those together into a single profile so you can see everything you know about someone in one view.
Availability: People is currently limited to super users while the identity graph is being proven out. Profiles merge records across every feature, so a bad merge would be visible to the whole company.

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How Profiles Are Built

Profiles are assembled by a background job that runs nightly. It looks for identifiers shared between records and merges the records that match. Identifiers come in two strengths: Strong identifiers merge records with confidence. A Name + Company match is treated as low confidence: the profile is flagged Needs review, and the touchpoints it contributed are marked low confidence so you can judge them yourself. The graph is read-only — you can’t merge or split profiles by hand. Corrections come from fixing the underlying records, which the next nightly run picks up.

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Browsing People

  1. Select your company from the sidebar
  2. Click People (under Find & Enrich)
The table shows Name (with job title beneath), Email, Phone, Company, Appears in, and Last seen. Above it, a summary line counts the people, their total touchpoints, and how many need review.
  • Search matches name, email, phone, or company
  • Source filters to people who appear in a given place: Smart List, Sequence, Campaign, Conversation, or Inbox
  • Appears in shows one chip per source with a count, so you can see at a glance where someone came from
  • A warning triangle beside a name means a weak match contributed to the profile
If a nightly run is still in progress, a banner tells you how many records have been scanned so far.

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Reading a Profile

Click any row to open the person’s profile. It shows:
  • Identity — name, job title, company, website, and the identifier chips that built the profile
  • First seen and Last seen dates
  • Activity — a timeline of what this person actually did
  • Touchpoints — one panel per source, listing the records they appear in

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The Activity Timeline

The timeline records real events: Opens, Clicks, Scheduling views, Bookings, Status changes, and Calls. Use the filter chips to narrow it to the kind of event you care about. Automated traffic — email scanners and image proxies that open a message without a human reading it — is hidden by default. Toggle Automated to show it; those rows carry an Automated chip so you never mistake a scanner for a prospect. Only the most recent touchpoints are shown on a busy profile.

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What People Is Good For

  • Checking whether you’re already talking to someone before starting fresh
  • Seeing every prior touch before a sales call
  • Spotting the same person sitting in three different lists under two email addresses
  • Understanding which channel a lead actually engages with

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Next Steps