Contacts

Document who people are, their relationship to you, and how to communicate with them.

Purpose

The contacts database helps the AI understand who's emailing you and how to respond. Instead of treating every email as anonymous, the AI can tailor its approach.

Contact Structure

{
"email": "[email protected]",
"name": "Sarah Chen",
"company": "Big Client Inc",
"role": "VP of Engineering",
"relationship": "client",
"tone": "professional, formal",
"tags": ["vip", "enterprise", "technical"],
"account_id": "work-account-uuid",
"notes": "Always CC her assistant [email protected]. Prefers detailed technical responses. Timezone: PST.",
"last_contact": "2025-01-15"
}

Field Reference

FieldDescriptionExample
emailPrimary email (unique identifier)[email protected]
nameFull name or preferred nameSarah Chen
companyTheir organizationBig Client Inc
roleJob title or roleVP of Engineering
relationshipYour relationship typeclient, vendor, colleague, family
toneHow to communicatecasual, professional, formal
tagsCategorization labels["vip", "enterprise"]
account_idWhich account they're associated withwork-account-uuid
notesFree-form contextAny relevant info
last_contactISO date of last interaction2025-01-15

Relationship Types

Common relationship values:

  • customer — Someone who pays you
  • lead — Potential customer
  • client — Ongoing business relationship
  • vendor — Someone you pay
  • partner — Business partnership
  • colleague — Coworker or team member
  • friend — Personal friend
  • family — Family member

Tone Guidelines

Be specific about communication style:

// Good - specific and actionable
"tone": "casual, uses first name, occasional humor is fine"
// Bad - too vague
"tone": "normal"

Tone Examples

  • "casual, friendly, first name basis"
  • "professional but warm, can use some personality"
  • "formal, always use full name and title"
  • "brief and direct, no small talk"
  • "detailed technical responses welcome"

Using Tags

Tags help categorize contacts and can trigger special handling:

{
"tags": ["vip", "enterprise", "techdeals", "ltd"]
}

Useful tag categories:

  • Priority: vip, important, low-priority
  • Source: techdeals, website, referral
  • Type: enterprise, smb, individual
  • Status: active, churned, trial

When to Add Contacts

Add a contact when:

  • You've exchanged multiple emails with someone
  • They're a VIP who needs special treatment
  • They have specific communication preferences
  • You want the AI to remember context about them
Quality Over Quantity
Don't try to add everyone. Focus on contacts where the AI would benefit from knowing more context. Random one-time emailers don't need entries.

Example Entries

VIP Client

{
"email": "[email protected]",
"name": "Michael Roberts",
"company": "Enterprise Corp",
"role": "CEO",
"relationship": "client",
"tone": "professional, concise, always address concerns immediately",
"tags": ["vip", "enterprise", "decision-maker"],
"notes": "Responds quickly to urgent matters. Prefers bullet points. His EA is [email protected] - CC her for scheduling."
}

TechDeals Customer

{
"email": "[email protected]",
"name": "Alex",
"relationship": "customer",
"tone": "casual, friendly",
"tags": ["techdeals", "ltd", "2x"],
"notes": "Purchased LTD 2X via TechDeals. Had redemption issues - email typo pattern."
}

Team Member

{
"email": "[email protected]",
"name": "Dev",
"company": "Acme Corp",
"role": "Developer",
"relationship": "colleague",
"tone": "casual, direct",
"tags": ["team", "technical"],
"notes": "Handles technical issues. CC for debugging and video problems."
}

File Location

~/.config/pontius/knowledge/contacts/contacts.json

How AI Uses Contacts

When the AI sees an incoming email, it:

  1. Checks if the sender is in the contacts database
  2. If found, uses the relationship and tone to inform response style
  3. Applies any notes or special handling
  4. Uses tags to identify patterns (e.g., all "vip" contacts get priority)