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What is the Contacts screen?

The built-in CRM: everyone who left details on your card, exchanged details with you or was scanned from a paper card is saved there automatically, including where you met. Manage…

The built-in CRM: everyone who left details on your card, exchanged details with you or was scanned from a paper card is saved there automatically, including where you met. Manage status, tags, follow-up reminders and notes, and the AI drafts a personal follow-up message per contact. From there everything also syncs to your connected tools.

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How do I scan a paper business card?

On paid plans: on the Contacts screen press the scan button and photograph the card; the AI fills in the details for your confirmation. You can also scan straight from your own…

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How do I import contacts from a file?

On the Contacts screen, the Import button: upload a CSV or vCard file (up to 1000 contacts per file), review the preview and confirm. Duplicates are detected by phone or email and…

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What can the copilot do?

Build a complete card from a sentence, a photo, a PDF or a link to an existing site; edit content and design; translate the whole card; answer any product question; show your real…

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