Conversation history

This document explains how the conversation history works within the contact view in FirstQuadrant. It outlines how emails, notes, calendar events, and AI-generated items are unified into a single, chronological timeline across your entire team. It also details how FirstQuadrant automatically syncs all past and present communications with a contact and allows users to hide irrelevant messages from both the view and the AI’s logic.

Overview

The conversation history is the central section of the contact view in FirstQuadrant. It provides a unified, chronological timeline of all interactions related to a specific contact, across your entire organization. This includes emails, calendar events, AI-generated items, and internal notes—regardless of who on your team was involved.

How it works

When a contact is added to FirstQuadrant, the platform syncs all past and future emails related to that contact from connected mailboxes. This includes:

• Emails from the assigned contact owner
• Emails from any team member who has interacted with the contact
• Emails where the contact was either the main recipient or just CC’d

This creates a team-wide, organization-level view of all communication, ensuring complete context even if conversations occurred years ago or with different team members.

Unified, continuous timeline

Unlike traditional email clients that group messages by subject into threads, FirstQuadrant displays all communications as a single, continuous timeline. While subject lines can still be added (for the recipient’s inbox experience), within FirstQuadrant everything appears in one flowing view. This allows you to easily trace the full relationship history without fragmentation.

What is included

The conversation history includes:

• All synced emails (sent, received, CC’d)
• Internal notes added by team members (which can be displayed as collapsed event snippets or full notes, depending on import settings)
• Calendar events (e.g. meetings scheduled)
• AI-generated drafts and tasks such as:
  • Suggested follow-ups
  • Draft replies
  • Deal updates
  • Snippets summarizing actions taken by the AI

This offers full visibility into all activities tied to a contact.

Hiding messages

You can hide specific emails from the conversation history by clicking on them and selecting the hide option. Hiding an email does two things:

1. Removes it from your view
2. Excludes it from FirstQuadrant’s AI decision-making

This is helpful when irrelevant or off-topic emails should be ignored in future planning.

You can later restore hidden messages using the filter settings to show hidden items.