Persona
What to know before writing to a contact: register, salutation, who belongs in copy.
Writing to a contact means remembering things that are written down nowhere: whether to address them formally, that their assistant must be copied, and that their partner asked to be left off.
Every contact carries their register, their salutation, their closing, and what you should know before writing. As you compose, the banner reads the recipients themselves, in To and in Cc, and recalls who should be copied, who usually is, and who asked not to be. The button adds the copies to the right field.
⚠️ Copy rules are proposed, never applied: they are inferred from emails actually sent, with the observation that motivates them, and nothing moves before you confirm. A copy added automatically eventually sends bad news to the wrong person.
The relationship is measured daily on the messages themselves: your emails left unanswered, the length of what you write, the last exchange in each direction. Those are facts, not an invented score.
Paired with the client experience module, the persona also shows the contact's latest rating and their comment, right where you are writing to them.
Comparable to Salesforce Einstein Insights, small-business and open-source flavor
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