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

# Account Contacts

> Manage multiple contacts on each account

Each account can have multiple contacts (people at the company), with one designated as the primary point of contact. Contacts mirror the experience on [leads](/contacts/overview): same drawer, same fields, same enrichment behavior.

## Adding a Contact

<Steps>
  <Step title="Open Account">
    Navigate to the account and open the **Contacts** tab in the drawer.
  </Step>

  <Step title="Click Add Contact">
    Click the **Add Contact** button.
  </Step>

  <Step title="Enter Details">
    Provide the contact's first name, last name, email, phone, title, and optionally a LinkedIn URL.
  </Step>

  <Step title="Save">
    Click **Add** to create the contact.
  </Step>
</Steps>

## Contact Fields

| Field                      | Description                                     |
| -------------------------- | ----------------------------------------------- |
| **First Name / Last Name** | Contact's name                                  |
| **Email**                  | Work email address                              |
| **Phone**                  | Direct phone number                             |
| **Mobile**                 | Direct mobile number (populated by enrichment)  |
| **Title**                  | Job title or role                               |
| **Department**             | Function (Sales, Engineering, Operations, etc.) |
| **LinkedIn URL**           | Link to their LinkedIn profile                  |
| **Primary**                | Whether this is the main point of contact       |

## Primary Contact

Mark one contact as the **Primary Contact** for the account. The primary contact appears on the account overview and is used as the default recipient for proposals and communications.

<Note>
  When enrichment discovers additional decision-makers, they are added as **secondary contacts** rather than overwriting an existing primary. Phone-only primaries created during import are preserved so the slot is held until you confirm a replacement.
</Note>

## Contact Enrichment

Enrich a contact's profile with additional data from external sources. Enrichment can surface:

* Full job title and department
* LinkedIn profile
* Direct mobile number
* Additional contact details

Click the **Enrich** action on any contact to trigger enrichment. See [Account Enrichment](/accounts/enrichment) for the full pipeline.

## Opening a Contact

Click any contact in the drawer's **People** section to open the **Contact Drawer**, where you can:

* Inline-edit any field (name, email, phone, title, department, LinkedIn, notes)
* Run **Contact Enrich** on that specific person
* Resolve or dismiss enrichment discrepancies
* **Remove the contact from the account:** the contact is detached but not deleted from your workspace
* Delete the contact

Edits persist immediately and refresh the table view.

<Note>
  Contacts without a photo now show **initials** instead of a generic avatar (both in the contacts list and across the rest of the app) so contacts are easier to scan at a glance.
</Note>

## Bulk-Enroll into a Sequence

Working through a list of decision-makers and want to put them all into the same outreach? The contacts list on the account drawer supports multi-select:

<Steps>
  <Step title="Switch on selection mode">
    Hover any contact row to reveal the checkbox, or click the **Select** button at the top of the People section.
  </Step>

  <Step title="Select contacts">
    Tick the contacts you want to enroll. **Select all** picks every contact on the account.
  </Step>

  <Step title="Click Add to Sequence">
    The bulk-action bar at the top of the section shows the selection count and an **Add to Sequence** button.
  </Step>

  <Step title="Pick a sequence">
    Choose any active [sequence](/sequences/overview). Each selected contact is enrolled at step 1.
  </Step>
</Steps>

Contacts that are already enrolled in the chosen sequence are skipped automatically. Re-enrolling the same person doesn't restart their cadence or create duplicate touches.

## Find Decision Makers

The drawer's **Decision Makers** section searches the company's domain for additional contacts you don't yet have:

<Steps>
  <Step title="Open Decision Makers">
    In the account drawer, scroll to the **Decision Makers** section.
  </Step>

  <Step title="Optional: filter by title">
    Enter a job title (e.g. "VP Sales", "Procurement") to narrow the search. Leave blank to search every role at the company.
  </Step>

  <Step title="Click Search">
    Up to **100 results** return, ordered from most senior to most junior.
  </Step>

  <Step title="Add a contact">
    Click the **+** on any result to attach them to the account.
  </Step>
</Steps>

<Tip>
  Search works even if the account only has a company name. The system resolves the canonical domain automatically before searching.
</Tip>

## Account Drawer

Opening an account from the table shows a side drawer with a **Details** tab split into two sub-tabs:

| Sub-tab          | Contents                                                                                     |
| ---------------- | -------------------------------------------------------------------------------------------- |
| **Company**      | Basic info, custom fields, attachments, firmographic enrichment, and metadata                |
| **Intelligence** | Why This Account, Why Now, Priority Action, plus the AI fit score, grade, and heat indicator |

### Attachments

Upload files (proposals, signed agreements, decks, reference materials) directly to an account. Attachments support upload, download, and delete and live alongside the company info on the **Company** sub-tab, mirroring the attachments experience on [leads](/contacts/overview#attachments).

## Per-Account AI Auto-Response

The **Interactions** tab on a contact drawer surfaces every email thread with that contact across all your connected inboxes, and lets you override the AI agent that handles auto-replies for this specific account.

Open **Interactions** → **AI Auto-Response** to:

* Pick a different agent than the inbox default (or **None** to fall back to the inbox setting)
* Switch between **Auto-draft** (AI prepares a reply for review) and **Auto-reply** (AI sends without confirmation)
* Toggle whether the agent uses inbox history and the [Knowledge Base](/knowledge-base/overview) for that account

Useful when a strategic account needs a specialized agent, for example, a procurement-savvy agent on a key customer while the rest of the inbox uses your default support agent.

Account-level overrides apply to **every** thread with the account's contacts. To override at a finer grain, set a thread-level override from the email thread itself. See [Inboxes: Per-Record AI Overrides](/channels/overview#per-record-ai-overrides) for the full precedence rules.

## Next Steps

<CardGroup cols={2}>
  <Card title="Account Enrichment" icon="sparkles" href="/accounts/enrichment">
    Decision-maker discovery, addresses, phone reveal, and review flow
  </Card>

  <Card title="Lead Contacts" icon="users" href="/contacts/overview">
    Same flow on the lead side
  </Card>

  <Card title="Lead Conversion" icon="arrow-right" href="/accounts/lead-conversion">
    Convert qualified leads into accounts
  </Card>
</CardGroup>
