The Contacts feature allows you to manage your contacts efficiently. It provides a central hub to filter, search, and sort contacts, view AI-generated bios, and keep track of upcoming and past meetings, along with their summaries.
How to access your Contacts?
- All your contacts are listed under the Contacts tab. You can access it from the navigation menu on the left.
How to search Contacts in Fireflies?
You can search contacts in two ways:
- Using filters
- Manual search
Using filters
- Click the All dropdown to filter contacts based on My Company, External, or All Contacts.
- My Company: All the contacts in your workspace.
- External: All the contacts that are not a part of your workspace but you’ve had a meeting with.
- All: This includes both internal and external contacts.
- Click the category you want, and Fireflies will filter the contacts.
- Click the dropdown right to the search bar to sort the contacts by name or recency.
- Recent: This shows all contacts you’ve recently had meetings with.
- Name: Use this filter to alphabetically arrange the contacts.
Manual Search
- Type the contact in the search bar to manually search contacts in Fireflies.
Contact View Panel
The contact view panel opens on the right side of the screen when a user clicks on the contact. It contains all the contact details—AI-generated bios, a timeline of past and upcoming meetings with the contact, and meeting summaries.
- To access the panel, click on the contact.
- The panel will open on the right side.
From the panel, you can:
- Schedule meetings by clicking Schedule or the calendar icon.
This will redirect you to your connected calendar (Google or Outlook), where you can schedule a new meeting event with your contact using their email address.
- See upcoming meetings.
- Access the contact’s AI-generated bio.
You can also edit the bio if needed. Just click on it and edit the text.
- Email the contact by clicking the email icon.
- Access meeting activity and summaries.
- Click the All meetings dropdown to view all the contact's meetings or only your meetings with the contact.
To view your meetings, select My meetings. By default, it is set to All meetings.
- Clicking on any meeting will open the Notepad with a full meeting transcript, summary, and recording.
Hope this article helped you understand Fireflies Contacts. If you still have questions about using Fireflies, feel free to ask them here.