Relationship Intelligence

Everything about one person on a single page.

Last updated Fri Oct 30 2026 · View as Markdown for AI assistants

On this page

Open any person in Groupthink and the relationship page puts the whole arc in front of you: how things are going, everything that's happened, what's been learned, and a way to act on it. Here's what each part does.

Summary

The arc summary at the top reads where the relationship stands and suggests a next move, with a Draft it button. Last interaction shows the most recent contact, and Past interactions below it is the full timeline, newest first.
Details lists what Groupthink knows, one fact per row. A fact picked out of a meeting, a text or a note is Suggested until you click Confirm. Fix one from its three-dot menu.
Act from the page: Draft an email or a text, click Mark covered? on an open thread, and keep gift ideas under Gifts.
Roles shows who the person is to you.
Phone numbers, email addresses, where a fact came from, the talking point, standing details such as birthday and address, and recent posts are in Reference.

Arc summary

At the top of the page is the arc summary. It reads where the relationship stands right now: a short narrative of how things are going, the moments that turned it (an inflection point, if there's a clear one), what's on file, and a suggested next move.

Under On file you see counts, not a grade: how many notes you have on the person and how many of them you've confirmed (for example 7 notes on file, 5 confirmed), and how many follow-ups are still open and how many of those were raised more than four weeks ago (for example 3 open items, 2 older than 4 weeks). Groupthink doesn't rate the relationship. If nothing is on file yet, this part doesn't show.

The arc summary appears once Groupthink has enough history to say something useful. New relationships with little history won't show it yet.

The suggested next move has a Draft it button next to it. Click it and Groupthink starts a draft built on that move right away: a text if the person has a phone number and your device can send texts, otherwise an email. Draft an email instead or Draft a text instead switches to the other one. It still never sends anything for you.

Last interaction

Below the arc summary, just above the timeline, a Last interaction block shows the most recent time you and this person were in touch. It has a chip saying what kind of interaction it was (for example Meeting, In person, Phone, Text conversation, or Logged note), when it happened, the title, and the first few lines of the recap or your notes. The full history is in the timeline right under it.

What you see here is always the real content: the meeting recap or the notes you wrote. Groupthink doesn't write a summary of its own for this block. If an interaction has no title and no notes, the block says No recap available for this interaction. If Groupthink knows you were in touch on a date but has no notes for it, it shows that date with No notes captured for this interaction yet.

Past interactions

Below the arc, under Past interactions, is one unified timeline: every meeting, note, piece of intel, and open thread, newest first, in a single stream. No more hunting across separate sections.

Each card shows what kind of item it is:

Meetings show the conversation and any observations Groupthink pulled from it.
Intel (things Groupthink learned about the person) shows the observation, when it arrived, and where it came from, with a chip marking whether it's Confirmed or still Pending review.
Open threads show a follow-up's state: Thread opened, Thread covered, Thread deferred, or Thread went stale, with the outcome when there is one.
Logged interactions are contacts you recorded yourself, such as a call or a coffee logged from the Groupthink iPhone app, or a planned touchpoint you marked It happened (see Staying in Touch). Each one gets its own card with a chip for how it happened (In person, Phone, Text, Email, or Other, and Interaction for anything else), a Logged chip, what you wrote, and the outcome when there is one. When an assistant you connected (Claude, Cursor and the like) logged it for you, the card also says Added by and the app's name, such as Added by Claude Code (groupthink), after the time. A touchpoint you planned on your calendar and then marked It happened is the exception when the meeting from that calendar event is also on the timeline: the timeline shows that coffee once, as the meeting.

A note on the wrong person. A note's card has a Move to someone else button, the folder icon at its top right. Click it and pick who the note is really about, or type a new name to add them. The note leaves this page, and a line at the top of Past interactions says Moved to with their name, linked to their page. What Groupthink read from the note leaves this person and is read again for the one you picked. The same move is on the note's row under Conversations and under the sidebar box (see Quick log).

To see where a single fact came from, or to fix one, use the Details list further down the page.

Details: what Groupthink knows

Further down a person's page, under Details, is everything Groupthink has learned about them, one fact per row, ordered by when each thing happened, most recent first. The heading shows how many there are, for example Details (12). To add something yourself, click Add observation.

For someone Groupthink knows a great deal about, the list opens with up to 200 facts, the ones you confirmed or wrote yourself first, and the heading still counts everything on the record. Click Show more under the list to load the rest.

Under each fact is a line with its date and, for most facts, where it came from. See Where a fact came from.

The date is when the thing happened, not when Groupthink processed it. A text from February that you import in September is dated February. A fact from a meeting carries the day of the meeting.

For some older facts, Groupthink only knows the day it wrote the fact down. Those say so: the date reads Recorded Sep 12, 2026 instead of a bare date. You'll see this on facts added before October 2026 that didn't come from a meeting.

A fact picked out of a meeting, a text conversation or a note you saved is marked Suggested at the start of the line and has a Confirm button. Groupthink chose the fact and its wording, even when the note was yours, so it asks you to check. Click Confirm once you know a fact is right, and it's marked Confirmed. Facts you typed in yourself don't need confirming. Facts taken from notes before mid-October 2026 aren't marked Suggested.

Fix a fact

Say Theo Marchetti's page says he's moving to Denver, but it's Boulder. Click the three-dot menu on the right of the fact and pick one of these:

Refine: rewrite the fact, then click Save refinement. The new version keeps the original source (and, for a fact from a meeting, the meeting date), and the old version is archived. If the fact was marked Confirmed, the new version goes back to Suggested, so confirm it again.
Tag as duplicate: when two facts say the same thing, pick the one to keep and click Tag as duplicate. The fact you opened the menu on is archived. This option is grayed out when the person has only one fact.
Reassign to another person…: when a fact belongs to someone else, pick that person and click Reassign. The fact moves to them with its original source and date. Some facts from meetings can't be moved this way. If you pick one of those, you'll see a message saying so.

Archived versions drop out of the list but aren't deleted.

AI-suggested facts: review before they count

When Groupthink pulls out something about a person but can't check it against a clear source, it doesn't go into Details. It waits in a separate section, marked in amber, above the Details list. The section's heading reads AI-suggested, followed by needs your review, with a count of how many are waiting. Each suggestion shows its source and date the same way Details does, including the link to the meeting, text conversation or note it came from.

When Groupthink pulled a quote out of the source to back the fact but couldn't find those words in it, the suggestion shows the quote under the fact, after the line The source was said to contain this, and we couldn't find it:. That way you can judge the fact in one look instead of reopening the note. Only suggestions made since Oct 23, 2026 carry a quote.

For each suggested fact you can:

Confirm it. It moves into Details, already marked Confirmed.
Dismiss it from the three-dot menu, which discards it.
Reassign it from the same menu (Reassign to different contact...) if it landed on the wrong person. This is grayed out for some facts from meetings.

The section only appears when there's something to review. Verified facts and unverified suggestions never mix, so you can always tell what Groupthink is sure of from what's still a guess.

Draft outreach

When a relationship has gone quiet, use Draft in the relationship header, or Draft outreach in the actions on any open thread, to write an email or a text. You choose what it's about first: pick from what Groupthink remembers about the person (the open threads you haven't closed and the details it knows), or type it in your own words. Groupthink helps with the wording, in the way you usually talk.

Choose Email or Text, choose what you want to say, and draft it. Groupthink fills in the person's email address or phone number when it has one, and writes a subject for an email. Edit anything you want, then click Open in mail app or Open in Messages to start a new message in your own app with everything filled in, or Copy draft to paste it anywhere. Full steps are in Staying in Touch.

Nothing is ever sent automatically. You get the draft, you send it.

Open threads and "Mark covered"

Open threads are the follow-ups you have with someone that get surfaced for you. When you've handled one, the Mark covered? button next to it closes it out in one tap. You can also schedule a touchpoint, draft outreach from a thread, defer it, or delete it from the thread's actions.

Deferring a thread here asks for a reason but not a day, so it stays deferred until you click Reopen. A thread you set aside to a day from the Advisor or by text comes back to your open threads on that day by itself, within the hour after midnight in your time zone.

Under each thread is a line saying where it came from and when: From a meeting, From a logged interaction, From a calendar note, or Added by you for one you wrote yourself. A thread that an assistant you connected added reads Added by and the app's name, such as Added by Claude Code (groupthink), or Added by an agent when the app's name wasn't recorded. The name is the one the app gave itself when it connected; Groupthink does not verify it. Threads an assistant added before October 12, 2026 still read Added by you, because nothing was recorded about who wrote them then. See MCP Server.

You can also draft from a thread or mark it covered on Today, where each row under Open threads has a Draft and a Mark covered button. See Acting on an open thread.

Delete a note, an open thread or a logged interaction

You can delete these from a person's page:

A note: click the trash icon at the top right of its card under Past interactions.
An interaction you logged by hand: click the trash icon on its card under Past interactions. Interactions from a calendar event, a plan or a drafted message don't have one. See Delete an interaction.
An open thread: open the thread's actions with the arrow button on its row, then click Delete. It works on open and closed threads alike.

A confirmation opens right under the item, titled Delete this note?, Delete this open thread? or Delete this interaction?. For a note it reads This removes it from Kate Morrow's page, along with what Groupthink read from it. For an open thread or an interaction it reads This removes it from Kate Morrow's page. Click Delete, or Cancel to keep it.

When you delete a note, it also removes what Groupthink read from it that nobody acted on: its open threads, open commitments and facts. Open threads you closed, commitments you completed and facts you confirmed stay with the person.

The item leaves the page, and a message reads Note deleted., Open thread deleted. or Interaction deleted. with an Undo button. Click Undo to put it back. If the delete doesn't go through, the message says so and the item is back where it was.

To bring something back later, use Restore under Recently deleted in Settings.

Roles

The Roles row, first in the About section on the right side of the page, answers a simple question: who is this person to you? A person can hold several roles at once, such as a client who is also a friend, and each role can have a place and dates. Roles that have ended stay on the page as history.

The main role shows as a chip next to the person's name. Their prep card in Today shows every role they hold today, main role first. If any current role is personal, Groupthink leaves the work talking point out of their meeting prep.

When a note you log says where someone works or who they are to you, and they have no role yet, Groupthink offers it on their page a few seconds later ("VP Ops at Lumen Health", marked "From your note") with Add and Not right. Nothing is added until you click Add.

See Roles for how to add, change, and remove roles, what the offer from a note looks like, and how roles affect your prep and drafts.

Gifts

Watch: note a gift idea on a person, see it on Today before their birthday, mark it given and record how it landed, in 36 seconds.

The Gifts section keeps the gift ideas you have for someone, and the gifts you've given them.

Add a gift idea: click Add gift idea, say what the gift is, where the idea came up (optional, such as "Coffee with Kevin last week"), and the occasion: Any occasion, Birthday, Holidays or Anniversary. Click Save idea.
Ideas lists what you haven't given yet, each with where it came up and the occasion.
Suggested from your notes: when a note or capture mentions a gift for this person ("I should get him a gift certificate"), Groupthink suggests it as a gift idea, shown above your ideas with the sentence it came from. Click Confirm to add it to Ideas, or Dismiss to drop it. Nothing is added until you confirm.
Mark given moves an idea to Given, dated today, and logs the gift as an interaction with the person, so it counts as being in touch. You don't need to log it separately.
Given lists the gifts you've marked given, newest first, along with any gift you logged for this person with Log an interaction and Gift, or that your AI assistant logged through the MCP server. Under each, How did it land? records Loved it, Liked it or Didn't land.
Not given yet, on a gift that started as an idea, moves it back to Ideas and removes the interaction it logged.
To delete an idea, hover over it and click the trash icon.

Your assistant can save and list gift ideas too. See MCP Server. The section doesn't appear on your own page.

Reference

The rest of this page covers the parts of a person's page you need less often.

Phone numbers

A person can have more than one phone number, such as a mobile and a work line. Their numbers are listed under Phone at the top of their page, below their email addresses. When there is more than one, the main number is marked Primary. A number that came from Contacts on your Mac or iPhone says so under it.

Add a number: click Add phone (or Add another number once they have one), type it, and click Save. The first number you add becomes the primary. A line under the numbers then says Number added. with an Undo button. If you typed it wrong or added it to the wrong person, click Undo: the number comes off them and the line changes to Undone. This number is back under Who is this?
Make a different number the primary: hover the number and click the star (Make primary). The old primary stays on the contact as an extra number.
Remove a number: hover it and click the x (Remove). If you remove the primary, their oldest other number becomes the primary.

Texts from any of a person's numbers are filed under them, whether you paste a thread or import from Messages on a Mac. When you add a number, texts Groupthink already has from it are filed under that person too.

A number can belong to only one of your contacts. If another contact already has it, Groupthink tells you which one and doesn't add it.

Email addresses

When you add an email address to a person, your past recorded meetings that had that address on the invite are linked to them, and count toward when you last met. This is for someone who joined meetings under an address you didn't have for them yet, such as a personal address. Any suggestion to add that address as a new person goes away, since it's now on this person. If you remove the address, those meetings come off the person again. Meetings you linked them to by hand stay linked.

Right after you log something

When you use Log interaction on a person's page and click Save, the Last interaction block updates straight away with what you just entered: your title, your notes, and the channel you picked. It shows up with a brief highlight so you can see it landed. You don't have to wait for Groupthink to finish reading the note.

What Groupthink pulls out of the note arrives a few seconds later, in the What changed section further down the page. That section lists the new facts it learned about the person and any follow-ups it opened, and it checks for new results a couple of times in the first several seconds after you save, so they appear without a page refresh. See Log an Interaction.

Where a fact came from

Watch: open the meeting a fact came from, then confirm or dismiss it, in 34 seconds.

Where it came from:

From a meeting: the label names the meeting, such as from Q4 planning, and it's a link. Click it (the tooltip says Go to the source meeting) to open that meeting.
From a text conversation you added: the label says from a text conversation, and it's a link. Click it to open Conversations with that conversation's row scrolled into view, outlined and shown in full.
From a note you saved: the label says from a note, and it's a link that works the same way, opening the note's row in Conversations. This label shows on the web.
Everything else, including facts you typed in yourself, shows only its date. Facts taken from notes before mid-October 2026 also show only their date.

Who wrote it: when an assistant you connected (Claude, Cursor and the like) saved the fact, the line also says Added by and the app's name, such as Added by Claude Code (groupthink), or Added by an agent when the app's name wasn't recorded. The name is the one the app gave itself when it connected; Groupthink does not verify it. A fact you approved from an Advisor suggestion says Added by the Advisor. Facts saved before October 12, 2026 don't have this line, because nothing was recorded about who wrote them then. The same fact on the timeline doesn't say it yet.

The words behind a fact. When Groupthink found the fact in a text, a note or a meeting and could match it to the exact passage, that passage appears under the fact in quotation marks. It's what was actually said, so you can check the fact without opening the conversation. A long passage is cut off after three lines; hover over it to read the whole thing. Facts you typed yourself, older facts, and anything in the AI-suggested section don't show a passage.

When Groupthink isn't sure. A fact from a meeting that Groupthink inferred, or heard from someone other than the person, is marked Not sure on its line. It stays a suggestion until you confirm it. Some facts from meetings also have a Why we think this link under them. Click it to see why Groupthink read the fact the way it did, for example because someone else reported it, and a line of context about where it came up. That context is Groupthink's own summary, not a quote, so it has no quotation marks. Facts from before late October 2026 have neither.

Talking point

Under What we know, the person's page can show a talking point: a short suggestion for your next conversation with them. A line under it says when it was written, such as "Written 3 days ago". The same line appears under the talking point on a meeting's attendee cards, and in the iPhone app.

A talking point can go stale, since "good luck with the launch" may still be on screen after the launch. Once it is more than two weeks old, the line gives the date and a warning instead, such as "Written Sep 2, so it may be out of date". A talking point too old to have a date reads "Written over two weeks ago, so it may be out of date". The talking point stays on the person's page, but your meeting prep leaves out any talking point more than two weeks old.

Birthday, address and other standing details

The right side of a person's page has a second, smaller Details section, below About. On a narrow window or a phone it sits above the timeline instead. It is separate from the Details list described above. It holds a few facts that rarely change, the kind you look up when you send a card or write to someone:

Birthday: a date, shown year first, such as 1990-06-12. An empty row shows "e.g. 1990-06-12" in gray.
Address
How to address: how you address them, such as "Dr. Wong" or "Alex & Sam".
Partner
Anniversary
Company: where they work, such as "Tidewater Health".
Job title: what they do there, such as "Chief of Surgery".
LinkedIn: a link to their LinkedIn profile, which opens in a new tab. The LinkedIn import fills it in, and adds a Connected on LinkedIn line to Past interactions at the month you connected. That line never counts as being in touch.

Fill in or change a row

These steps are for Address, How to address, Partner, Anniversary, Company and Job title. Birthday works a little differently, so it has its own steps below.

Click the row. An empty row shows an example in gray, such as "e.g. Jordan".
Type the value. Address can run over several lines. Anniversary is plain text, so "June 12" works as well as a full date.
Click Save, or Cancel to leave the row as it was.

To clear a row, click it, delete the text and click Save. The row goes back to its gray example.

Fill in or change the birthday

Birthday takes a date, not free text.

Click the Birthday row. A date field opens.
Enter the year, month and day. This is your browser's own date field, so how you type or pick the date depends on the browser.
Click Save, or Cancel to leave the row as it was.

The saved birthday shows year first, such as 1990-06-12.

To clear the birthday, click the row, empty the date field and click Save. The row goes back to its gray example.

A birthday can't be in the future. If you save a future date, the row says A birthday can't be in the future. and nothing is saved. If what you entered can't be read as a full date, the row says Enter the birthday as a date, like 1990-06-12. and the birthday stays as it was.

Check that a row is still right

Once one of those four rows has a value, a small chip under it shows when you last confirmed it, for example Confirmed 3 months ago. When more than a year has passed, the chip changes to Looks stale. Hover over the chip to see how long ago that was.

If the value is still right, click Still current next to the chip. The value stays the same and the chip goes back to Confirmed. Saving a new value also resets the chip.

Birthday has no chip and no Still current.

Details that came from an import

A value filled in by a contact import, rather than typed by you, has no chip at first. Instead, a small line under it says where it came from: From your address book, From a CSV, From another CRM or From LinkedIn. Next to it is a Confirm button. Click Confirm once you know the value is right. The value stays the same, and the row then shows the Confirmed chip like any other. To change the value instead, click the row and edit it as above.

When mail comes back

If a card or letter you sent comes back, click Mail came back under the person's address. The address stays on their page, labelled Mail came back with the date, so you can still see what you had. Until you fix it, the person counts as missing an address on your lists, and the address is left out of the list's spreadsheet. Nothing is deleted and nothing is sent to anyone.

To fix it, click the address and save the new one. The label goes away. Saving the same address again keeps the label. If you marked it by mistake, click Undo.