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Viewing & Editing Contacts

You can view any contact's details and edit their information directly in the chat.

Viewing and editing contacts

Viewing a Contact

Ask for a contact by name:

You
Show me Sarah Chen
Outsprint AI
Here's Sarah Chen's contact record. She has 2 open deals worth $78,000 and was last contacted 3 days ago.

You'll see a contact card showing:

  • Name, job title, and company
  • Email and phone number
  • Lifecycle stage and lead status
  • Owner and tags
  • Last activity timestamp
  • Action buttons (Email, Call, Log Activity, Edit)

Expanded View

For the full picture, ask to see everything:

You
Show me everything about Sarah Chen
Outsprint AI
Here's the full record for Sarah Chen with all associated data.

The expanded view includes tabs for Overview, Timeline, Deals, Emails, Tasks, and Notes. See Contact Details for more on each tab.

Editing a Contact

You can edit contacts through the chat:

You
Update Sarah Chen's lifecycle stage to Customer
Outsprint AI
Updated Sarah Chen's lifecycle stage to Customer.

Or click the Edit button on a contact card to open an inline form pre-filled with the current values. Change any fields and submit.

Deleting a Contact

Ask to delete a contact, and Outsprint shows a confirmation with the number of associated records:

You
Delete the contact John Smith
Outsprint AI
Delete John Smith? This contact has 2 deals and 15 activities. This cannot be undone.

Confirm to proceed or cancel to keep the record.

Note

Deleting a contact removes all associated activities. Deals and company associations remain but lose the contact link.

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