Understanding the "Connections" Dashboard

Modified on Wed, 8 May at 11:28 AM

The 'Connections' section on the Dashboard aids in managing and expanding your professional network by offering various contact management options, including digitizing paper cards using AI and drafting automatic messages. Let's explore the available features in this section:

Contact Creation Tools:

In the Connections section, you can create contacts in two ways: by digitalizing paper cards or manually entering contact information. The process for both methods is straightforward—simply click on the respective buttons and follow the platform's prompts.

Summary Stats:

The Summary Stats section provides monthly insights into contact activity, including the number of contacts created, paper cards digitized, and reviews captured through any of the Review modules on Digital Cards.

Contacts Navigation:

At the bottom of the Connections section, you can navigate through all your created contacts. This feature includes options such as search filtering, exporting contact details to an Excel file, and drafting messages using AI.

Contact View:

Clicking on a contact or entering its editing mode reveals the Contact View screen, the final part of the Connections section. This screen is heavily AI-driven, providing a contact score based on networking potential, options to edit contact information, add event notes and reminders, view a comprehensive contact timeline summarizing all interactions, and automatically generated contact descriptions. Additionally, you can draft messages to engage with the contact directly from this screen.