> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# People and Companies

> Manage contacts and organizations to enrich your customer intelligence

BuildBetter's CRM features help you maintain a comprehensive database of the people and companies in your recordings, automatically linking conversations to contacts and enriching your understanding of customer relationships.

## Understanding the CRM Structure

BuildBetter organizes contacts in two main entities:

<CardGroup cols={2}>
  <Card title="People" icon="user">
    Individual contacts from your recordings, team members, and customers. Each person has a profile with contact details and associated data.
  </Card>

  <Card title="Companies" icon="building">
    Organizations that people belong to. Companies group related contacts and provide organizational context for your interactions.
  </Card>
</CardGroup>

## Managing People

### Creating and Editing Profiles

People profiles contain essential contact information:

<Tabs>
  <Tab title="Basic Information">
    * **Name**: First and last name
    * **Email**: Primary contact email
    * **Avatar**: Profile picture (auto-generated or uploaded)
    * **Boundary**: Internal (team) or External (customer/partner)
    * **Persona**: Role classification for filtering
  </Tab>

  <Tab title="Company Association">
    * Link people to their organization
    * Change company associations
    * View all colleagues from same company
    * Navigate between person and company profiles
  </Tab>

  <Tab title="Custom Properties">
    * Add unlimited custom fields
    * Track role, department, or any relevant data
    * Sync properties from external CRMs
    * Edit values directly in BuildBetter
  </Tab>
</Tabs>

### Finding People

The people directory provides powerful search and filtering:

<Steps>
  <Step title="Search">
    Type in the search bar to find people by:

    * First or last name
    * Email address
    * Partial matches supported
  </Step>

  <Step title="Filter by Persona">
    Use persona filters to find specific roles:

    * Customer
    * Team Member
    * Partner
    * Custom personas you've created
  </Step>

  <Step title="Sort">
    Organize results alphabetically (A-Z or Z-A)
  </Step>

  <Step title="View Details">
    Click any person to see their full profile and associated data
  </Step>
</Steps>

### Person Profile Features

Each person's profile shows comprehensive information:

<AccordionGroup>
  <Accordion title="Contact Details" icon="id-card">
    * Full name and email
    * Company affiliation
    * Internal/External classification
    * Profile picture
  </Accordion>

  <Accordion title="Associated Data" icon="link">
    * **Recordings**: All calls they've participated in
    * **Signals**: Feedback and insights they've provided
    * **Documents**: Related documents mentioning them
    * **Activity Timeline**: Chronological interaction history
  </Accordion>

  <Accordion title="Properties" icon="list">
    View and edit all properties:

    * BuildBetter custom fields
    * Synced CRM data (read-only)
    * Integration-specific properties
    * Source attribution for each field
  </Accordion>
</AccordionGroup>

## Managing Companies

### Company Profiles

Companies group related people and provide organizational context:

**Company Information**:

* Company name
* Logo/avatar
* Associated people count
* Custom properties
* Integration data

### Creating Companies

Companies can be created in multiple ways:

<CardGroup cols={2}>
  <Card title="Manual Creation" icon="plus">
    Add new companies directly through the Companies tab or when associating people
  </Card>

  <Card title="CRM Sync" icon="sync">
    Automatically import companies from connected HubSpot or Salesforce accounts
  </Card>
</CardGroup>

### Company Management Features

<Tabs>
  <Tab title="People Management">
    * View all people in the company
    * Add or remove people
    * See roles and departments
    * Navigate to individual profiles
  </Tab>

  <Tab title="Properties">
    * Add custom fields (industry, size, etc.)
    * View synced CRM data
    * Track account status
    * Monitor engagement metrics
  </Tab>

  <Tab title="Associated Data">
    * Filter recordings by company
    * View all signals from the organization
    * Track engagement over time
    * Generate company-specific reports
  </Tab>
</Tabs>

## CRM Integrations

### Supported Platforms

BuildBetter integrates with major CRM systems:

<AccordionGroup>
  <Accordion title="HubSpot" icon="hubspot">
    **Sync Capabilities**:

    * Bidirectional contact sync
    * Company (Account) synchronization
    * Custom property mapping
    * Real-time updates

    **Configuration**:

    * Select which properties to sync
    * Map BuildBetter fields to HubSpot fields
    * Control sync frequency
    * Handle conflicts automatically
  </Accordion>

  <Accordion title="Salesforce" icon="salesforce">
    **Sync Capabilities**:

    * Contact synchronization
    * Account linking
    * Custom field mapping
    * Opportunity association

    **Configuration**:

    * Choose Salesforce objects to sync
    * Map fields between systems
    * Set sync permissions
    * Monitor sync status
  </Accordion>

  <Accordion title="BuildBetter Enrichment" icon="sparkles">
    **Native Enrichment**:

    * Automatic data enhancement
    * Social profile discovery
    * Company information lookup
    * Contact verification
  </Accordion>
</AccordionGroup>

### Setting Up Integration

<Steps>
  <Step title="Connect Your CRM">
    Navigate to Settings → Integrations and connect your CRM platform
  </Step>

  <Step title="Configure Field Mapping">
    Select which properties to sync between BuildBetter and your CRM
  </Step>

  <Step title="Initial Sync">
    Run the first sync to import existing contacts and companies
  </Step>

  <Step title="Ongoing Updates">
    Changes in either system automatically sync based on your configuration
  </Step>
</Steps>

<Note>
  Synced CRM data appears as read-only in BuildBetter. Edit these properties in your source CRM system.
</Note>

## Custom Properties

### Adding Custom Fields

Extend people and company profiles with custom data:

1. **Navigate to a profile** (person or company)
2. **Click "Add Property"** in the properties section
3. **Enter field name** (e.g., "Department", "Contract Value")
4. **Add value** for this specific record
5. **Save** to create the field

### Property Management

<Tabs>
  <Tab title="Field Types">
    * **Text**: Single or multi-line text
    * **Number**: Integers or decimals
    * **Date**: Date picker fields
    * **Select**: Dropdown options
    * **Multi-select**: Multiple choice fields
  </Tab>

  <Tab title="Source Attribution">
    Each property shows its origin:

    * **User Created**: Added manually in BuildBetter
    * **HubSpot**: Synced from HubSpot
    * **Salesforce**: Synced from Salesforce
    * **Enriched**: Added by enrichment service
  </Tab>

  <Tab title="Data Sources">
    Properties can come from:

    * **User Created**: Added manually in BuildBetter
    * **HubSpot**: Synced from HubSpot (read-only)
    * **Salesforce**: Synced from Salesforce (read-only)
    * **Enriched**: Added by enrichment service
  </Tab>
</Tabs>

## Merging Profiles

Clean up duplicate profiles with intelligent merging:

<Steps>
  <Step title="Identify Duplicates">
    Search for similar names or emails to find potential duplicates
  </Step>

  <Step title="Select Profiles">
    Choose 2 or more profiles to merge using checkboxes
  </Step>

  <Step title="Preview Merge">
    Review which data will be kept and how conflicts will be resolved
  </Step>

  <Step title="Execute Merge">
    Confirm to combine profiles, preserving all associated data
  </Step>
</Steps>

<Warning>
  Merging is permanent. All recordings, signals, and properties are combined into the surviving profile.
</Warning>

## Using CRM Data

### Filtering Content

Use people and companies as filters throughout BuildBetter:

* **Recordings**: Find all calls with specific people or companies
* **Signals**: View feedback from particular accounts
* **Documents**: Filter documents mentioning certain contacts
* **Reports**: Generate account-specific insights

### Relationship Intelligence

BuildBetter automatically tracks:

* **Interaction Frequency**: How often you meet with contacts
* **Engagement Trends**: Changes in sentiment over time
* **Topic Association**: What you discuss with different accounts
* **Team Relationships**: Who on your team knows which contacts

## Best Practices

<Check>
  **Keep profiles updated**: Regularly sync with your CRM to maintain accurate data
</Check>

<Check>
  **Use consistent personas**: Establish standard personas for better filtering and reporting
</Check>

<Check>
  **Merge duplicates promptly**: Clean data leads to better insights
</Check>

<Check>
  **Add context properties**: The more metadata, the richer your analysis
</Check>

<Check>
  **Link recordings to contacts**: Ensure all participants are properly identified
</Check>

## Privacy and Permissions

### Data Access

* **Workspace Scoped**: People and companies are visible to all workspace members
* **No Private Contacts**: All CRM data is shared within the workspace
* **Integration Permissions**: Respect source CRM access controls

### GDPR Compliance

* **Right to Delete**: Remove people profiles and associated data
* **Data Export**: Export all data for a specific person
* **Consent Tracking**: Record consent status as properties

<Info>
  When someone is removed from your CRM, they're automatically removed from BuildBetter during the next sync.
</Info>

## Advanced Features

### Bulk Operations

Manage multiple profiles efficiently:

* **Multi-select**: Choose several people (2-5 for merging)
* **Bulk Delete**: Remove multiple profiles at once
* **Bulk Merge**: Combine duplicate profiles into one

### API Access

* **GraphQL Queries**: Access people and company data programmatically
* Query, filter, and retrieve profiles via API
* Full CRUD operations available

The CRM features in BuildBetter transform your customer conversations into a rich database of relationship intelligence, helping you understand not just what was said, but who said it and in what context.