People

The MightyBot People Page is a central hub where users can access a consolidated list of contacts, including customers, prospects, partners, and internal team members. Designed to streamline your workflows, this feature allows easy navigation, contact management, and interaction tracking.

Below is a detailed guide to help you maximize the functionality of the People Page and the People Detail Page.

Features of the People Page

1. Comprehensive Contact List

• Overview: The People Page consolidates contacts across various categories, such as:
  • Customers: Your active or past customers.
  • Prospects: Potential leads or opportunities.
  • Partners: External collaborators or vendors.
  • Internal Team Members: Your colleagues and team within your organization.
• Accessibility: Easily search, filter, and sort through the entire contact list.

2. Seamless Navigation to Contact Details

• Click to Explore: Select any contact on the list to view detailed information.
• Streamlined Insights: See recent activities, tasks, and notes related to the contact. This data is aggregated automatically from integrated sources like Slack, Gmail, Salesforce, and HubSpot.

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Features of the People Detail Page

1. Consolidated Contact Overview

• Personal Information: View or update the contact’s name, designation, organization, and contact details.
• History and Activity Feed: Get a clear timeline of recent engagements, such as:
  • Recent Meeting insight.
  • Email exchanges from Gmail.
  • Messages from Slack.
  • Updates from CRM platforms like Salesforce or HubSpot.

2. Modify Contact Details

• Edit the contact’s details directly from this page.
• Use the "Ask MightyBot" feature to pose questions about the contact or retrieve specific information from their data.

3. Manage Tasks and Notes

• Existing Tasks and Notes: View tasks and notes synced from platforms like Salesforce and HubSpot.
• Create New Tasks or Notes: Use the "Add Task" or "Add Note" buttons to create new entries that sync across your tools.

4. AI-Driven Insights

• MightyBot consolidates all contact-related data, offering suggestions and insights to improve your workflow and decision-making process.

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Best Practices

1. Integrate Your Tools: Ensure Gmail, Slack, Salesforce, HubSpot, and other apps are connected to get the most out of People list consolidation.
2. Keep Contacts Updated: Regularly review and update contact information to maintain accurate data.
3. Leverage AI Assistance: Use the "Ask MightyBot" feature for instant answers and better productivity.
4. Track Activities: Check recent activities for each contact before reaching out, ensuring personalized and informed communications.