What problem does it solve?
Keeping track of people across conversations, meetings, and emails is hard when contact details are scattered or duplicated. This Skill gives the agent a consistent way to search a local contacts database, view full profiles, persist new information, and consolidate duplicate records.
Core Features & Use Cases
- Contact Search & Disambiguation: Find people by name, email, or company, and resolve ambiguous matches by recency and relationship strength.
- Profile Viewing & Enrichment: Pull full contact profiles and cross-reference them with episodic memories for relational context.
- Record Updates & Merges: Persist new details (role, company, email) to existing records and merge duplicates while keeping the most complete data.
- Use Case: Before a meeting, ask who an attendee is; the Skill searches the CRM, returns their role and history, and updates the record afterward with anything new learned during the conversation.
Quick Start
Ask the agent to look up a person, for example: "Who is Sarah Chen and what do we know about her?"