Clarify automatically creates people from calendar meetings and emails. Create people manually when needed too.

How people are created

Automatic creation

Clarify automatically creates people records from your Connected Accounts:

Calendar meetings with external contacts
Email communications

Manual creation

Create people manually in several ways:

Click the Add Person button on the people list pages
Use the plus button in the top-left navigation
Press Cmd + K and select Add Person. This opens the Add Person window - enter a name, email address, or LinkedIn URL, then click into the new profile to fill in the rest.
Import via CSV

Person information

Each person record includes fields for:

Basic details - Name, company, job title, email addresses, location, and phone numbers
Interaction dates - When your team first and last spoke to the person, updated automatically. See Interaction dates below.
Custom fields - Add fields specific to your business needs
Automatic enrichment - Clarify fills out various fields automatically when people are created

Interaction dates

Clarify tracks when your team last spoke to a person and keeps the dates current as email and calendar activity arrives. Nothing needs setting up, and these dates use no credits, so there is no need to build an agent or a workflow to maintain them.

Seven dates are kept on every person:

First interaction and Last interaction - the earliest and most recent contact of any kind, email or meeting
First email interaction and Last email interaction - the earliest and most recent email
First calendar interaction and Last calendar interaction - the earliest and most recent meeting
Next calendar interaction - the next meeting on the calendar

Add any of them as a column on a people list to sort or group by recency.

Clarify calculates all seven, so they cannot be edited by hand.

ℹ️ Blank dates are normal. These dates come from the emails and meetings linked to that person, so someone you have never been in contact with has no dates at all. On an imported list, that is most records until activity starts arriving.

Working with people records

Creating lists and managing duplicates

Create custom people lists using fields, filters, and labels. Star lists you use frequently to keep them in your favorites section.

Clarify includes a pre-built "Duplicate people" list to help maintain data hygiene. This list shows when person records have been created multiple times. Select two or more and use the merge action in the toolbar to combine them - or delete duplicates directly from this list.

Ask Rep

Ask Rep to find people using plain language. Some examples:

"VPs of Sales at companies I've emailed in the last 30 days"
"people I haven't talked to in 90 days at our top accounts"
"founders in our pipeline based in NYC"

Rep can also assemble an ad-hoc list with the columns you ask for - useful when the standard fields aren't quite right.

Ask Rep from the composer at the top of Home, or press Cmd+K and hit Tab to send what you've typed straight into a new Rep chat.

Navigating a person record

Each person record comes with these tabs:

Overview - tasks, activity feed, and a comment box for logging calls or notes
Messages - all emails with this person
Meetings - all meetings involving this contact
Attachments - files uploaded to the record, plus attachments ingested from incoming emails when Capture email attachments is turned on

⚠️ Some workspaces still show this tab as Emails. The name changed in September 2026, and workspaces that had already customized their record page kept the earlier label.

You might also see a Campaigns tab, and if you don't you can add it. Tabs are per-workspace, so yours may differ from a colleague's in another workspace. To change them, open Customize tabs from the record's tab bar - built-in tabs like Campaigns can be switched on there, alongside tabs for related records.

The Details panel on the right shows the record's fields - company, job title, email, and any custom fields you've added. If some fields are hidden, click Show N more below the list (N is the number of hidden fields) to see everything, or click into any field to edit it directly. Below Details, the Deals and Lists panels show associated deals and which lists the person belongs to.

Who can see a person record

By default, new person records are visible to everyone in your workspace. An admin can change that for the whole record type under Settings → Workspace → Objects, so each new record is private to its owner instead and has to be shared before a teammate can see it.

Changing the default applies to new records only. Existing person records keep the access they already have. For the full picture, see Sharing and permissions.

People