Contact Relationship Recap
Where we stand with one person, read from recent conversations: their posture toward us, and how it is changing.
Prerequisites
Contact-scoped conversation_intelligence requires at least one connected email or meeting source; conversation_intelligence and contact_research consume AI credits. If no conversation data exists for the person, give the contact_research-based read and note that conversation context was unavailable, pointing the user to their ZoomInfo admin.
Input
Provided via $ARGUMENTS:
- Contact (required) — ZoomInfo contact ID (preferred), or a name plus company to resolve via
search_contacts. - Lens (optional) — e.g. "is the champion still engaged", "did sentiment cool after the demo". Frames the recap.
Workflow
- Resolve the contact. Use the ZoomInfo contact ID directly; otherwise resolve via
search_contacts(name + company) and confirm an ambiguous match before spending credits. - Read the relationship. Run contact-scoped
conversation_intelligenceandcontact_researchin parallel. Ask CI what this person has raised across recent conversations, how engaged and positive they have been, what they have committed to, and whether their stance has shifted. Keep CI scoped to this one contact; it cannot search by topic or count mentions, and sees only the last few engagements. - Synthesize posture and trajectory. Classify the person's current posture (engaged champion, supportive, neutral, skeptical, gone quiet) and whether it is strengthening or weakening, with evidence. Do not infer a champion or a risk the conversations do not support.
Output Format
Where we stand with [Name] — [Title, Company]
Posture — one line: engaged champion / supportive / neutral / skeptical / gone quiet, with the evidence.
Recent from them — 3-5 bullets on what this person has actually said or asked for lately (from CI, with source meetings).
What's changed — shifts in engagement, tone, or influence; e.g. went quiet after a reorg, warmed up after a successful pilot. Tied to evidence.
Commitments / open asks — what they promised or are waiting on from us.
Suggested next step — one evidence-based move to re-engage or advance the relationship.
When there is no data
If conversation data is unavailable, give the contact_research view and state that the relationship read is limited without connected conversation history.
