A contact in Orbis represents a person in your network. Each contact record holds identifying information — name, email addresses, phone numbers, company, job title, location, and social profiles — as well as relationship data that is private to you or your team, such as tags, notes, and interaction history.Documentation Index
Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt
Use this file to discover all available pages before exploring further.
The contacts list
The contacts list is your primary view for browsing, filtering, and bulk-managing contacts.Searching and filtering
Use the search bar at the top of the list to find contacts by name, email, company, or other text fields. For more precise filtering, open the filter builder to apply conditions across any column — for example, contacts tagged “investor” at companies in a specific industry, or contacts with a follow-up flag set. You can save a filtered view to the sidebar so you can return to it without rebuilding the filter each time.Sorting
Click any column header to sort ascending or descending. Useful columns to sort by include Last Interaction (to see who you haven’t spoken to recently) and Created (to review newly added contacts).Column customization
Click the Columns button to show or hide any column in the table. Orbis tracks dozens of data points per contact — from standard fields like email and title to enriched data like LinkedIn headline, inferred salary range, and sentiment — so you can tailor the table to show only what matters to you.Contact profile
Click any contact’s name to open their profile. The profile is organized into sections:Overview
Name, email, phone, company, title, location, and social links. Also shows enrichment status, source tags, and whether the contact is marked as a founder.
Interactions
A chronological timeline of every interaction logged with this contact — emails, meetings, calls, and notes — pulled from connected integrations or added manually.
Notes
Rich-text notes linked to this contact. You can create new notes directly from the profile or see notes linked from the Notes section of the app.
Tasks
Open and completed tasks associated with this contact. Create tasks from here to set reminders or track follow-ups.
Companies
The companies this contact is associated with. Clicking a company takes you to its profile.
Professional details
The profile also surfaces enriched professional data when available: LinkedIn headline and bio, years of experience, job role classification, industry, and inferred salary range.Tags and custom fields
Tags
Tags let you categorize and group contacts. You can apply multiple tags to a single contact. Tags created during a CSV import are automatically available in the filter sidebar as saved views. Your tags are private to you unless you are in an organization, in which case tags can be shared across the team.Custom fields
Custom fields let you capture any data that doesn’t fit a standard field. You can add custom fields to individual contact records and import them from a CSV. Common uses include lead source, deal stage, or any custom scoring you track.Interaction types
Orbis tracks the following interaction types in a contact’s timeline:| Type | Source |
|---|---|
| Synced from Gmail when Google is connected | |
| Meeting | Synced from Google Calendar |
| Call | Logged manually or via integrations |
| Note | Notes you create and link to the contact |
Sentiment tracking and relationship strength
When Gmail is connected, Orbis analyzes your email threads with each contact to produce relationship intelligence:- Overall sentiment — whether your recent communications have been positive, neutral, negative, or mixed
- Sentiment trend — whether the relationship is improving, stable, or declining
- Relationship health — a status of strong, stable, at-risk, or new
- Relationship score — a 0–100 score reflecting overall relationship strength
- Key topics — the subjects that come up most in your conversations
- Communication style — a summary of how this person typically communicates
- Urgency — whether any recent messages carry high, medium, or low urgency signals
- Needs follow-up — a flag raised when Orbis detects an unanswered message or open thread
Contact deduplication
When importing contacts or adding them manually, Orbis checks for duplicates by matching email addresses. If a contact with the same email already exists, the import merges the new data into the existing record rather than creating a duplicate. The import summary shows how many contacts were added versus merged.Deduplication matches on email. Two contacts with different emails but the same name will not be automatically merged.
Reminders and follow-up
You can set reminders on any contact in two ways:- Tasks — create a task linked to a contact with a due date and priority. Tasks appear in the contact’s profile and in the Tasks view.
- Follow-up flag — Orbis automatically sets a follow-up flag on contacts when it detects an unanswered message in Gmail. You can also set this flag manually.
Advanced filtering
The filter builder supports 40+ filterable fields organized by category:| Category | Example fields |
|---|---|
| Core | Name, email, phone, company, title, location, tags |
| Activity | Last interaction, interaction count, needs follow-up, channels |
| Categorization | Role, visibility, how we met, is founder |
| PDL enrichment | Headline, skills, industry, seniority, inferred salary, years of experience |
| Google Contacts | Phones, birthday, organizations, addresses |
| Gmail intelligence | Sentiment, trend, urgency, key topics, communication style |
| Headline, followers, match confidence | |
| System | Created date, updated date, source |
Ctrl+Shift+F to open the filter builder with a keyboard shortcut.
Contact detail cards
The contact profile includes several enrichment and intelligence cards:How we met
A structured record of how you first connected — description, location, event URL, and first-met date. Editable via a modal on the contact profile.Interaction timeline
A chronological feed of all interactions with platform icons, dates, subjects, urgency badges, and follow-up status indicators.Relationship intelligence
When Gmail is connected, a card showing overall sentiment, trend, urgency, key topics, shared entities, and communication style — all extracted by AI from your email threads.LinkedIn profile
LinkedIn headline, about section, follower count, and match confidence level when a LinkedIn profile has been matched.Professional info
Job title, role classification, seniority level, industry, skills, and inferred years of experience from PDL enrichment.Custom properties
Arbitrary key-value data with 9 field types (text, number, boolean, URL, email, percent, date, select, array). Add, edit, and delete from the contact profile.AI features
Profile generation
Orbis can generate an AI summary of a contact from their existing data — enrichment, emails, notes, and interactions. Access this from the contact’s action menu.Web discovery
Discovers additional social profiles, media mentions, and websites for a contact using AI, with confidence scores for each result.AI draft generation
Generate personalized email drafts for individual contacts or in batch (up to 20 at once). Choose from goal templates: Outreach, Ask Question, Give Feedback, or Re-engage. See AI Drafts for details.Bulk actions
Select multiple contacts to access bulk actions:- Add to campaign — enroll selected contacts in a campaign
- Generate AI drafts — create personalized drafts for up to 20 contacts
- Edit tags — add or remove tags across selected contacts
- Delete — remove selected contacts