Displays complete lead and company information with actionable shortcuts.
Note: By default, this panel is hidden. Open it by clicking the lead's name at the top of the messages or by using the button in the top-right corner of the chat view.
Header Actions
The header displays the contact summary (Name, Position, Company) and provides quick action buttons:
Action | Description |
Pause Conversations | Pause current campaign, or all campaigns at contact or company level. |
View LinkedIn Profile | Open the lead's LinkedIn profile in a new tab. |
Open in CRM | Direct link to the CRM record. If the contact has both Contact and Lead associations (e.g. Pipedrive CRM that allows both), a dropdown menu lets you choose which one to open. If there is only one association, the button opens it directly. Disabled if the contact is not synced to CRM. |
View in Table | Open the contact in the contacts table view. |
Add Tags | Apply manual or AI tags to the conversation. |
Additional Options (via the three-dot menu)
Add to Blocklist (contact or company level)
Add to Another Campaign
Create Task
Archive (conversation)
Note: Actions like Add to Blocklist, Create Task, and Add Tags are recorded in the activity timeline, showing the user who performed the action and the timestamp.
Contact Information
Field | Description |
Contact email with verification status indicator. | |
Phone | Direct phone number if available. |
Enrichment Option | Option to enrich missing contact data directly from the panel. |
Score | Lead fit score with explanation of the scoring criteria. |
Job Title | Current role and position. |
Location | Geographic location of the contact. |
CRM Sync Status
Shows owner and last sync time when connected.
Resync button to manually refresh data.
Enable Sync button if not yet connected (opens CRM export modal).
Company Information
Field | Description |
Name | Organization name. |
Employees | Number of employees with growth rate. |
In Enginy | Number of contacts from this company in your database, with "View Contacts" and "Add Contacts" actions. |
Score | Overall company fit score. |
Website | Company website URL. |
Company LinkedIn page. | |
Phone | Company phone number. |
Headquarters | Headquarters location. |
Recent Activity Timeline
Chronological log of all interactions from the last 19 months:
Messages sent and received
Campaign steps executed
Profile visits and connection requests
Email opens
Invitations accepted
Link clicks
Campaign Status
Displays all campaigns where the lead is enrolled:
Field | Description |
Campaign Name | Linked campaign name (clickable). |
Current Status | In Progress, Paused, Finished, or Replied. |
Work History
Lists previous roles and companies, including tenure duration. This information is helpful for understanding the contact's career trajectory and personalizing your outreach.
