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View Contact Details and Interaction History

Written by Marta Connor

Open a contact's detail panel

In the Contacts list, click any contact's name. A detail panel opens on the right side of the screen, showing:

  • Full name

  • Associated company

  • Email address

  • A custom description field for your own notes

  • An AI-generated description based on your interactions with this contact

The AI-generated description gives you a quick summary of who this person is and the context of your relationship useful when preparing for a meeting with someone you haven't spoken to in a while.

Use quick actions from the contact panel

From the contact detail panel, you have two quick actions:

  • [Send Email] : opens your default email application with a new message pre-addressed to this contact

  • [Ask Anything] : opens Claap AI so you can ask questions about meetings or interactions with this specific contact (for example, "What did we discuss about pricing?" or "What was agreed in our last call?")

Review upcoming meetings

If your calendar is connected to Claap, the Upcoming Meetings section of the contact detail panel shows your scheduled meetings with this contact in the near future. Use this section to prepare for upcoming interactions and check your meeting recording configuration before the call.

Review past meeting history

The Activity section of the contact detail panel shows a chronological timeline of your interactions with this contact. For each meeting, you can see:

  • The date and name of the meeting

  • The list of all participants

  • A summary of key takeaways and outcomes

Click any meeting name in the Activity section to open the corresponding recording in a new tab.

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