Beta: Company Brain is available to every member who has access to the company.
What Company Brain Knows Today
The current beta brings together:- People — unified profiles built from records across your workspace
- Companies — company details and the people associated with them
- Relationships — connections between people, companies, and source records
- Engagement — replies, messages, calls, clicks, scheduling activity, and other events
- Source evidence — the records and identifiers used to connect everything
How the People Layer Is 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, so the profile is added to Identity review for confirmation.
On a profile’s Data sources tab, you can review the matching evidence, confirm an identity, or disable an incorrect or shared identifier so it does not create future matches. Correct the underlying source record when profile data itself is wrong; the next sync picks up the change.
Browsing Company Brain
- Select your company from the sidebar
- Click Company Brain under Find & Enrich
- Search matches name, email, phone, or company
- Source filters to people who appear in a given place: Smart List, Sequence, Campaign, Conversation, or Inbox
- Sort by orders people by latest engagement or name
- Sources shows how many linked records came from each part of the workspace
- Select a person to open the full profile, or use the preview action to inspect them without leaving the table
Reading a Person Profile
The full profile combines:- About this person — contact details, role, location, and other known properties
- Engagement — the most important human interactions, ordered over time
- All activity — the broader timeline of recorded events
- Data sources — identifiers and matching evidence used to build the profile
- Company — firmographic details and other people associated with the company
- Source records — the Smart Lists, sequences, campaigns, conversations, inbox messages, and CRM records linked to the person
Engagement and Activity
Company Brain distinguishes meaningful human engagement from background activity. Replies, inbound messages, calls, clicks, scheduling views, and bookings can contribute to a person’s engagement history. Sends, enrollments, and opens remain available in the broader activity record but do not rank someone as actively engaged. Automated traffic, such as email scanners and image proxies, is identified so it is not mistaken for human interest.Settings and Sources
Select the settings icon on the Company Brain page to manage:- People sync — refresh people and company data, including your selected CRM
- Activity sync — bring Calendar, Zoom, and other connected-app events into person timelines
- Data sources — choose the CRM connection that contributes shared business context
What Company Brain 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
- Giving AI employees a consistent, company-wide view of the people and businesses you work with

