Estimated read time: 5 minutes

Overview

The Companies page is where you manage and access information about all the organizations your team has worked with. AskElephant automatically creates company records when new contacts from different organizations join your meetings, and you can also manually create or import companies.

Think of it as a company database linked to all your meetings—one central place to understand your relationship history with each organization.

Key Terms

Company Record: An automated or manually created entry for an organization, identified by its email domain.

Domain: The email suffix that identifies a company (e.g., acme.com). AskElephant uses this to automatically link contacts to companies.

Company Page: The dedicated workspace for a specific company, showing all meetings, contacts, and conversation history.

What You'll See

Companies List

• Search bar to find companies by name
• Create New Company button to manually add a company
• Import from HubSpot to bulk-import up to 100 companies at once
• Edit option on each company to modify details or manage contacts

Company Page (When You Click Into One)

Left Side:

• Conversation window to ask questions about the company
• Meeting history showing all calls with that company
• Previous chats you've had about this company
• Manual workflows (grayed out) that you can trigger for this company

Right Side:

• Contacts list showing everyone from that company
• Events/Meetings with timestamps and details
• Upcoming calls scheduled with this company

How It Works

Automatic Company Creation

When someone from a new organization attends a meeting:

1. AskElephant checks their email domain (e.g., tyler@acme.com)
2. If that domain doesn't exist in your system, it creates a company record
3. Future contacts from that same domain automatically link to the company
4. All their meetings are grouped under that company

Example: Tyler from Acme joins a meeting. AskElephant creates "Acme" as a company and links Tyler to it. When Sarah from Acme joins a future call, she's automatically associated with Acme too.

Manual Company Creation

1. Click Create New Company at the top
2. Enter the company name and domain
3. The domain is used for automatic contact matching going forward

Import From HubSpot

1. Click Import
2. Search for companies
3. Select and import up to 100 at a time

Using a Company Page

Edit Company Information

1. Find the company in the list
2. Click Edit
3. Update the company name, domain, or manage contacts

Find a Company

1. Use the search bar to find the company by name
2. Results appear as you type
3. Click to open the company page

Review Company History

On the company page:

1. Right side: See all contacts from this company and upcoming meetings
2. Left side: Browse all past meetings with them
3. Chat window: Ask questions like "What were the main topics discussed?" or "What are their pain points?"

Prepare for a Call

Before meeting with a company contact:

1. Open the company page
2. Ask the AI: "Give me a summary of our past interactions" or "What should I know about this account?"
3. Review the conversation history on the left
4. Check upcoming calls on the right

Hand Off an Account

When taking over a client account:

1. Open the company page
2. Ask the AI: "Summarize everything you know about this company and our relationship"
3. Review past meetings and key contacts
4. Check any previous chats about this company

The AI will give you full context about the company's history, expectations, and key interactions.

Key Features

All Your Meetings in One Place: Every call your team has had with this company is grouped here—no matter who attended.

Automatic Contact Association: New people from the company automatically link based on their email domain.

Team Collaboration: Everyone on your team can see the same company information and chat history.

AI-Powered Queries: Ask natural questions about the company and get answers based on all past meetings.

Quick Tips

• Use the domain carefully: The domain you set is how AskElephant identifies company contacts, so make sure it's correct.
• Review before important meetings: Spend 5 minutes on the company page before a big call to refresh your memory.
• Ask specific questions: Instead of "Tell me about this company," try "What issues have they mentioned in past calls?"
• Check the right side: The contacts and upcoming calls section gives you a quick overview without needing to chat.

Common Scenarios

New Team Member Taking Over an Account:

• Open the company page
• Ask: "What's our complete history with this company?"
• Review contacts and upcoming calls
• Check previous chats for context

Preparing for a Negotiation:

• Open the company page
• Ask: "What objections have they raised in past calls?"
• Review meeting history
• Look at any previous analysis done on this company

Understanding a Relationship:

• Open the company page
• Ask: "Are we on track with this account? Any red flags?"
• Review all interactions and sentiment
• Check if there are patterns across calls

Next Steps

1. Open the Companies page and search for a company you work with frequently
2. Click into their company page
3. Look at the contacts and upcoming calls on the right
4. Ask the AI one question about the company's history
5. Review a past meeting from the left sidebar

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.