> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callecho.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> Echo builds a record for each person and company you meet with: what you discussed, what each side owes, and when you'll talk next.

You don't type contacts into Echo. It builds them from your meetings and your connected Google or Outlook calendar: who was there, what was decided, what each side promised. Every fact links back to the sentence it came from.

![Maya Smith's contact record on its Overview tab: her role and email, where things stand with Northstar, and her open commitment to confirm who signs off on security.](https://mintcdn.com/callecho/VGYMVh_TLOx9EL4_/images/memory/contact-record-v1.png?fit=max\&auto=format\&n=VGYMVh_TLOx9EL4_\&q=85\&s=05e62aeab5ff6e6df4499b7faaca8358)

## Find someone

Open **Contacts** in the sidebar. Switch between **People** and **Companies**, or search by name, company or email. Three views help you decide who needs attention:

| View | Shows |
| - | - |
| **All contacts** | Everyone, with when you last met and their next open commitment |
| **Open commitments** | Contacts with promises still open, yours (**Your commitment**) or theirs (**Their commitment**) |
| **Upcoming meetings** | Contacts on your calendar soon. Matching uses exact email addresses |

## Read a record

Select a contact to see their record.

| Tab | What's in it |
| - | - |
| **Overview** | Who they are, what's still open on both sides, preparation for your next meeting and recent history |
| **History** | Every meeting with them, newest first |
| **Memory** | The facts Echo has picked up, such as decisions, preferences, numbers and risks, each with the sentence it came from |
| **Personal notes** | Your own private notes about the person, kept separate from what was said in meetings |

A company record has **People**, everyone you've met from that company, and no Personal notes.

## Act on it

* **Draft follow-up** opens Echo Agent with a follow-up email request about this person, based on your latest meeting and open commitments.
* **Ask Echo** opens Echo Agent with a question about your history with them.
* **Create task** adds a task related to this person to My Tasks, with an optional due date.
* Mark a commitment done from the record when it's been delivered.

## Fix a record

* **Edit contact details** adds email addresses, LinkedIn, a website, a time zone or other names. If a record has no email yet, you can link it to a calendar attendee.
* If Echo made two records for the same person, select **Merge contacts** and choose the record to keep. Merging can't be undone.
* To have Echo forget something, remove a single fact from **Memory**, or select **Forget person** (**Forget record** on a company) to remove everything it remembers about them.

## Where the facts come from

Echo only learns from your own material: your meetings, your connected calendar, and the files you add as sources. It doesn't buy or scrape contact data. When a meeting goes to the trash, the facts it produced go with it.

Your contacts are private to your account. Teammates see facts from your meetings only when you share a meeting with them and include **Memory recall**.

> [!TIP]
>
> Open **Graph** at the top of Contacts for a map of how your people, companies and meetings connect.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.