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How suggestions work

FirstQuadrant continuously analyzes your connected email and calendar accounts. When it identifies a person you’re actively communicating with—typically in a sales context—who isn’t yet part of your FirstQuadrant workspace, it creates a suggestion to import that contact. These suggestions are shown in your Actions list, where you can either approve (import) or ignore them.

Suggestions are only created for sales-related conversations by default, but this behavior can be customized.

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Configuring suggestions

You can configure how suggestions work under: Settings → Workspace → Suggestions

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Enable AI suggestions

Choose what kinds of contacts FirstQuadrant should monitor for suggestions:

  • Suggest importing contacts from sales-related conversations (default): Only suggests contacts if the AI believes the conversation is sales-related.
  • Suggest importing all discovered contacts: Suggests importing every new contact found in your inbox, regardless of context.
  • Disable suggestions: Turns off the contact suggestion feature entirely.

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Autopilot

If suggestions are enabled, you can optionally enable Autopilot to bypass manual approval:

  • Enabled for sales-related conversations only: Automatically imports suggested contacts if they are sales-related.
  • Enabled for all discovered contacts: Automatically imports all new contacts found via email or calendar.
  • Disabled (default): Suggestions are created but require your approval before importing.

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Maximum suggestions per day

Limit the number of suggestions created per day to avoid overload. For example, setting this to 10 will limit FirstQuadrant to surfacing 10 contact suggestions per day.

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Overriding suggestions per email account

In the advanced settings of individual email accounts (Settings → Integrations → Email accounts), you can override the global workspace settings for suggestions. This allows you to customize AI suggestions on a per-account basis. For example, you can:

  • Disable suggestions entirely for a specific account.
  • Choose to import only sales-related contacts.
  • Choose to import all discovered contacts.

This is useful if some inboxes are dedicated to marketing, support, or external roles where importing contacts might not be necessary or desired.

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Best practices

  • Use Autopilot if you’re confident in FirstQuadrant’s contact identification and want a hands-off experience.
  • Keep suggestions limited to sales-related conversations for a more curated contact list.
  • Regularly check your Actions list to review and approve or ignore pending suggestions.