Related contacts

Related contacts are automatically identified connections between contacts in FirstQuadrant based on shared company, communication threads, or calendar events. They help the AI understand organizational context and adjust outreach strategies intelligently across related individuals.

What are related contacts?

In FirstQuadrant, related contacts are individuals who are dynamically associated with a given contact based on their contextual connection. These associations are automatically determined by FirstQuadrant’s AI and are shown in the context panel of a contact view, under the section labeled “Related contacts.”

A contact is considered “related” to another contact if they:

• Work at the same company
• Have been CC’d or mentioned in the same email thread
• Attended the same calendar event
• Show other contextual overlaps in communications or activity

Related contacts cannot currently be added or removed manually.

Info: Related contacts play a critical role in helping FirstQuadrant’s AI understand organizational structure and communication dynamics. They are used internally by the system to improve decision-making and generate more context-aware next steps.

Why related contacts matter

The concept of related contacts is more than just informational—it enables FirstQuadrant’s AI to reason across connected relationships when planning communication steps.

Example use case:

Imagine you’ve been speaking to Alice at Company X. Alice responds saying now is not the right time and asks you to follow up in September. FirstQuadrant logs this and schedules a reminder for September.

Now, a few weeks later, you get a new inbound message from Bob—another employee at Company X. Bob says your company was brought up in a meeting and he’s interested in learning more.

Without the concept of related contacts, FirstQuadrant might treat these conversations independently. It would respond to Bob and still send Alice a follow-up in September, unaware that the situation had evolved.

With related contacts in place, however, FirstQuadrant understands that Bob and Alice are connected through the same company and recognizes that Bob’s message changes the context of the earlier conversation with Alice. As a result, the platform will likely adjust the scheduled follow-up—possibly skipping it altogether or changing the message—to maintain relevance and avoid redundancy.