People and companies
People are your contacts and the speakers TalkBar has met in your sessions. Companies are the organizations they belong to, with your relationship to each one. TalkBar uses both to label speakers, to answer chats and to show context during sessions.
Open Knowledge → People or Knowledge → Companies.
People
The People tab lists everyone TalkBar knows in this workspace. Each card shows the person's name, role, company, email and when you last talked.
Where people come from
- You add them. Click Add person.
- You name a speaker. When you name a speaker in a session, that person is linked to the session and appears here. See Speakers.
- Knowledge scans suggest them. A scan can suggest a new person or new details for someone you have. You approve them in Review.
Confirmed and unconfirmed
Confirmed people are ones you know. Unconfirmed people were found automatically and may still need a name. Confirm a person so speaker assignment recognizes them first in future sessions.
To confirm someone, open their menu and choose Mark confirmed, or tick Confirmed person when you edit them. Mark unconfirmed reverses it.
Person details
Click a person to open their details:
| Section | What it shows |
|---|---|
| Details | Email, phone, relationship tag and notes. |
| Company | Their current company and role, and earlier ones. Old sessions keep the role and company from the time of the call. |
| Projects and series | Projects and session series the person was added to. |
| Sessions | Every session they took part in, and the speaker name they spoke as. |
| Related | Linked knowledge items, such as memory cards. |
| Timeline | Changes to this person over time. |
To change a person, click Edit:
| Field | What it is |
|---|---|
| Photo | Upload photo, Change photo or Remove photo. |
| Name | The person's name. |
| Role | Their job title, for example "VP Operations". |
| Company | Pick a company, or Add new company. |
| Email, Phone | Contact details. |
| Relationship tag | Your own tag, for example "Economic buyer". |
| Notes | What you should remember about this person. |
| Confirmed person | Uncheck to mark the person as unconfirmed. |
Find and organize people
- Tabs: All, Confirmed, Unconfirmed.
- Filter by Company or by Relationship tag. Search people… finds people by name.
- Show archived includes archived people.
- Cards view shows people as cards. Sessions view groups them by the sessions they were in.
- Pin keeps a person at the top. Pinned on top keeps pinned people first.
- Select people lets you Confirm, Pin, Move to company, Add to a project or series, or Archive several people at once.
Companies
The Companies tab lists organizations. Each card shows the company's name, logo, relationship and how many contacts it has.
Relationship types
Every company has one relationship to you:
Client, Vendor, Partner, Prospect, Internal, Investor, Advisor or Other.
The Companies tab shows All plus up to three relationship tabs. Client, Vendor and Partner are shown by default. Use Filter types to choose other ones, and Set as default to keep your choice.
Add and edit a company
Click Add company and enter a Name, Website, Relationship and Notes.
Click a company to open its details:
| Section | What it shows |
|---|---|
| Details | Website, relationship and notes. Edit changes them and lets you upload a logo. |
| People | Everyone linked to the company. Add person lets you pick someone you have (Add an existing person…) or Name a new person. |
| Projects and series | Projects and session series the company was added to. |
| Related | Linked knowledge items. |
| Timeline | Changes to this company over time. |
You can also link a project to a company in the project's settings. See Projects.
Find and organize companies
- Search companies… finds companies by name.
- Cards view and Sessions view work like on the People tab.
- Show archived includes archived companies.
- Select companies lets you Pin, Change relationship, Add to a project or series, or Archive several at once.
Link people and companies to your work
- Sessions: people are linked to a session through its speakers and participants. Rename participants on the session page.
- Projects and series: open a person's or company's menu and choose Add to → Project or Session series. A project's People and Companies tabs list them.
- Memory cards: a card's About section can link to people and companies. On the Memory cards tab, filter by Person or Company to see the cards about them.
- Chats: type @ in a chat to mention a person or company, or attach them with Add sources.
Archive
People and companies are archived, not deleted.
- Archiving a person (Archive in their menu) hides them from search and live context. Memory cards that mention them keep their links.
- Archiving a company hides it from search and live context. People keep their employer and history.
You can restore either one at any time. Turn on Show archived, then choose Restore from the card's menu.
Related
Knowledge cards
Memory cards are the facts TalkBar keeps for you. Learn the card types, the status tabs, how to add and edit cards, and how cards light up during a call.
Projects
Group the sessions, documents, memory cards, people and action items of one piece of work into a project, and see them together on one page.