Viewing & Editing Companies¶
View company details and edit their information directly in the chat.
Viewing a Company¶
Ask for a company by name:
You
Show me Acme Corp
Outsprint AI
Here's the company record for Acme Corp.
The company card shows:
- Company name, domain, industry, and employee count
- Revenue and phone
- Location
- Owner
- Rollup counts: contacts, deals (with value), and tickets
- Tags
- Action buttons (View Contacts, View Deals, Log Activity, Edit)
Expanded View¶
The expanded company view includes tabs:
- Overview -- About section with all company details, summary metrics (contacts, open deals, won deals, win rate), parent/child hierarchy
- Contacts -- Table of all contacts at this company with an "Associate Contact" button
- Deals -- All deals linked to this company, open and closed, with pipeline stage visualization
- Tickets -- Support tickets filed by contacts at this company
- Timeline -- Combined activity from all associated contacts, showing company-wide interactions
- Notes -- All notes linked to this company, pinned notes at top
Editing¶
Edit a company through chat or the edit form:
You
Update Acme Corp's revenue to $15M
Outsprint AI
Updated Acme Corp's revenue to $15,000,000.
Or click Edit on the company card to open an inline form with pre-filled values.
Pro Tip
The company timeline aggregates all activity from associated contacts. This gives you a bird's-eye view of your entire relationship with the organization.