🚀 Contact Intelligence
We’re excited to announce the
General Availability of Contact Intelligence
, a feature that uses
past resolved threads
to build a contact memory. This gives technicians and the triage agent valuable insights for a
more personalized and efficient support experience.
Contact Intelligence captures key details about users - including their
setup, devices, and preferences
- helping your team better understand who they’re supporting.
Where to find it:
  • In Inbox:
    Under the contact card within a thread.
  • In the Contacts section:
    You can filter by contacts or companies that have Contact Intelligence enabled.
  • In Admin:
    A new
    Client Access page
    is available under the Intelligence menu. From there, you can control which
    clients, boards, and sources
    build contact intelligence data.
  • In Ask Magic:
    Users can ask questions like “
    What do we know about this contact?
    ” or “
    Show me this contact’s setup
    ”, and Contact Intelligence data will be included in the response.
What you can do:
  • Edit, delete, or copy
    contact intelligence data directly from Inbox.
  • For partners using the
    Triage Agent,
    it will
    automatically leverage this data
    to get richer context and ask more targeted questions.