contact-relationship-recap

name

contact-relationship-recap

description

Recap where things stand with a specific person across recent conversations, with emphasis on how the relationship is evolving. Identify the contact by ZoomInfo contact ID (preferred) or by name plus company (triggers a lookup). Blends contact-scoped conversation_intelligence for what this person has actually said recently with contact_research for their role and background. Use when someone asks "where are we with Jane", "is this person still our champion", "recap my conversations with this contact", or wants a read on an individual relationship before reaching out. Reasons over the last few engagements only.

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

1. Resolve the contact. Use the ZoomInfo contact ID directly; otherwise resolve via search_contacts (name + company) and confirm an ambiguous match before spending credits.
2. Read the relationship. Run contact-scoped conversation_intelligence and contact_research in 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.