The Contacts Report feature in Claap helps you organize and track all the people you interact with during meetings. This comprehensive contact management system allows you to view participant details, track meeting history, and maintain important relationship information all in one place.
Accessing Your Contacts
You can open your Contacts panel in two ways:
From the sidebar: Click on the Contacts menu in the lateral navigation bar
Using keyboard shortcut: Press G + K for quick access
Understanding the Contacts List
Once you open the Contacts panel, you'll see a comprehensive list of all your contacts organized in columns:
Name: The contact's full name
Email: Their email address
Company: The organization they're associated with (if linked)
Contact Categories
Use the tabs at the top to filter your contacts:
All Contacts: Shows every contact in your system
External Contacts: People outside your organization, typically identified by:
Different email domains from your workspace
External company associations
Internal Contacts: People within your organization who:
Share your workspace domain
Attend meetings with you but aren't workspace members
Are colleagues but haven't joined your Claap workspace
Managing Individual Contacts
Editing an Existing Contact
Locate the contact you want to edit in the list
Click the three-dot menu (⋯) on the far right of their row
Select Edit Contact from the dropdown menu
In the popup window, update the contact's name
Click Update Contact to save changes, or Cancel to discard them
Adding a New Contact
Click the plus button (+) at the top of the contacts list
Enter the contact's name and email address
Click Create Contact to save, or Cancel to abort
Important: Each contact must have a unique email address. If you try to add a contact with an email that already exists in your system, you'll see a warning message preventing the creation.
Viewing Contact Details
Click on any contact name to open a detailed side panel with comprehensive information about that person.
Contact Information Section
The right side panel displays:
Contact's full name
Associated company
Email address
Custom description field (for your own notes)
AI-generated description based on your interactions
Quick Actions
From the contact details panel, you can:
Send Email: Click Send Email to open your default email application with a new message addressed to this contact.
Ask AI: Click Ask Anything to open Claap AI, where you can ask questions about meetings or interactions with this specific contact.
Upcoming Meetings
When your calendar is connected to Claap, this section shows your scheduled meetings with this contact in the near future. This feature helps you prepare for future interactions, stay organized, and review your meeting recording configuration right from the Contact side panel.
Activity History
The Activity section provides a complete timeline of your interactions with this contact, including:
Meeting Records:
Date and name of each meeting
List of all participants
Key takeaways and outcomes summary
Click any meeting name to open the corresponding recording in a new tab
This chronological view helps you maintain context for your relationship and quickly reference past conversations.
Finding Contacts
Search Functionality
Use the search feature to quickly locate specific contacts:
Click the Search button at the top of the contacts list
Enter the person's name, email, or company
The list will automatically filter to show matching results
Navigation
If you have many contacts, use the pagination controls at the bottom of the page to navigate through multiple pages of results. You can move forward and backward through the pages as needed.