Coffee

Explore the different ways to add company records to Coffee.

Adding a company

Explore the different ways to add person records to Coffee.

Adding People

Editing or managing a company profile

Manage your company list view to match your preferred sorting, ordering and naming

Managing the Companies view

Editing a person's profile

Deleting a company

Creating company or people lists

Change a list's name to keep your companies, people and deals visually organized

Renaming a list

Delete one of the lists of people, companies or deals you've previously created

Deleting a list

You can easily see all email exchanges connected to a company in one place

View emails exchanged with a company or person

See what company fields are standard in Coffee as well as those synced from HubSpot or Salesforce

Company fields in Coffee

Learn about the standard people fields in Coffee and how they map to HubSpot and Salesforce

People fields in Coffee

Quickly narrow down your company list by using manual filters or AI filters

Filtering companies

Quickly narrow down your people list by using manual filters or AI filters.

Filtering people

You can merge company or person records to keep things organized

Merging companies or contacts

Learn how to associate a company with others in Coffee to better manage related business entities and organization structures.

Associating a company with other companies

Add AI-powered fields to people, companies, or deals to automatically research and enrich your data

Creating and using AI fields

Learn how to add custom company fields in Coffee to organize your data.

Adding custom company fields in Coffee

Learn how to add custom people fields in Coffee to track unique data and better manage your contacts.

Adding custom people fields in Coffee

Learn how to send emails to multiple people at once in Coffee using templates or custom messages to streamline your outreach.

Sending emails to multiple recipients

Deleting a person

Learn how to upload and manage documents within your company or person records.

Adding files to a company or person record

Learn how to create and update CRM records like deals and contacts directly within Ask Coffee using natural language commands.

Creating and updating records with AI using 'Ask Coffee'

Companies and People

Find answers and get help from Intercom Support and Community Experts

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