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Contact Profiles

Click on any contact in your directory to open their full profile. Qubi captures prospect interests and pain points across every interaction, giving you a comprehensive view of the relationship.

What's in a contact profile​

Each profile includes:

  • Contact details: Name, email, company, title (when available)
  • Interaction timeline: Every meeting you've had with this person, ordered chronologically
  • Key interests: Topics and themes this contact cares about, extracted from conversations
  • Pain points: Challenges or problems they've expressed across calls
  • CRM data: Linked CRM contact record (if connected)

View meeting history​

The interaction timeline shows each meeting with this contact. Click any meeting to jump directly to the call detail page and review the transcript or summary.

Edit contact information​

You can update a contact's details:

  1. Open the contact profile
  2. Click the edit button
  3. Update name, email, company, or other fields
  4. Save your changes
info

Contact profiles get richer over time. The more meetings Qubi records with a contact, the more insights it captures about their interests, priorities, and concerns.