The People module under Sales Manager is where you can view, add, search, organize, and manage individual contacts in Sellora AI.People can be added manually, created from leads brought into Sellora AI, or populated through connected CRM integrations.
When a lead is enriched through the Wizard, the enriched person details are automatically added to the People module.The available enriched information is used to create or populate the person's record, reducing the need to enter the contact details manually.
Tip: Keep People records accurate and up to date because contact information is used across Companies, Campaigns, Outreach, Opportunities, and other sales workflows.
Select the relevant Products & services, if applicable.
6.
Select Save and close.
The contact form can include:
First name
Last name
Job title
Company
Email
Phone
LinkedIn URL
Country
City
Lead source
ICP fit
Products & services
Fields marked with an asterisk (*) are required.If the required company does not already exist, select + New next to the Company field to create it.People can also be added through the Wizard or synchronized from a connected CRM.
Important: Keep email addresses and phone numbers accurate when a person will be used for outreach.
The People page displays contact records in a structured table.Depending on the configured fields, the table can display information such as:
Name
Job title
Company
Email
Phone
City
Lead source
ICP fit
Synced with
The Company field identifies the company currently associated with the person.The Lead source field identifies how or where the contact was sourced, such as Lusha or Manual.The ICP fit value indicates how closely the person matches the configured Ideal Customer Profile criteria.
The Synced with column indicates whether the person has been synchronized with a connected CRM.The CRM icon shown in this column identifies the CRM with which the person is synchronized, such as HubSpot or Salesforce.This allows you to quickly identify which People records have already been synchronized with an external CRM.
When HubSpot or Salesforce is connected to Sellora AI, People records can be synchronized between Sellora AI and the connected CRM.Select Sync with CRM from the People page to begin.
After selecting a CRM, choose the direction in which People records should be synchronized.For HubSpot, for example:Sellora → HubSpotPush your Sellora AI contacts to HubSpot CRM.HubSpot → SelloraPull contacts from HubSpot CRM into Sellora AI.The same synchronization approach can be used with other supported connected CRMs, such as Salesforce.
After selecting the CRM and synchronization direction, Sellora AI displays the available contact records.You can:
Search for a contact by name or email.
Select individual contacts using the checkboxes.
Use Select all to select all available contacts.
Review how many contacts are currently selected.
Review available contact information before synchronization.
Select Sync for the contacts you want to synchronize.
The contact list can display available information such as the person's email address, phone number, and associated company.Select the required People records and proceed with the synchronization.
Tip: After synchronization, check the Synced with column in the People table to confirm that the contact has been synchronized with the expected CRM.
Use the Notes section to record useful information about the contact, conversations, follow-ups, or other sales context.Enter the note and select + Add.
The Research tab provides AI-generated research and sales intelligence about the selected contact.When no research has been generated yet, select either:
Basic research – uses ColdIQ and consumes 10 credits.
Premium research – performs deep web research and consumes 25 credits.
Contact research can investigate areas such as:
Intent signals
Verified contact
Career history
AI angle
While research is running, the page displays its current processing status. You can leave the page and return while the research continues.When research is available, the page can display an Enriched status together with the number of sources used.The completed research can include:
Sellora AI can provide an AI-generated Recommended Angle suggesting how the contact may be approached based on the available research.Select Refresh to refresh the available research.
Note: Research results depend on the information Sellora AI is able to identify for the selected contact.
Displays documents created for the selected contact.This separation makes it easier to distinguish customer-provided material from content prepared for the customer.
The Detailed log displays a timestamped transcript of the conversation, showing who spoke and what was said throughout the call.Select Transcript in the top-right corner to download the call transcript.
Tip: Use the recording and transcript together to review conversations, confirm important details, and understand the context of previous interactions.
The PlayBook tab uses AI to summarize the contact's sales journey, campaign activity, talk track, and current status.When a playbook has not yet been generated, select Build play book.The generated playbook can use information relating to:
Journey so far
Talk track
Touch sequence
Daily summary
Sellora AI summarizes the contact when the playbook is first built and then refreshes the summary daily.Use the PlayBook to quickly understand what has happened with the contact, where the engagement currently stands, and the context for the next interaction.
The PlayBook tab uses AI to summarize the contact's sales journey, campaign activity, recommended talk track, and current engagement status.When a playbook has not yet been generated, select Build play book to create one.While the PlayBook is being generated, the status displays Summarising....Once generated, the PlayBook can include the following sections:
The Latest summary provides an AI-generated overview of recent activity with the contact.It summarizes important developments such as emails, calls, replies, meetings, and changes in the contact's engagement.
The Sequence section displays the planned campaign touchpoints for the contact and their current progress.Completed steps are marked accordingly, making it easier to see which activities have already taken place.
Select Regenerate to update the PlayBook using the latest available contact and campaign activity.
Tip: Review the Latest summary, Talk track, and Journey so far before the next interaction to understand the contact's current position and prepare an appropriate approach.
People can be associated with Companies. From a company's People tab, select a contact to open that person's profile under the People module.This lets you move between organization-level and individual-level information.
The People module provides a central view of the individuals your sales team communicates with. It helps you:
Maintain structured contact information.
Connect people to companies.
Associate contacts with products and services.
Search and organize contacts.
Record notes and activities.
Maintain an interaction timeline.
Perform AI research.
Identify contact and sales signals.
Manage customer documents.
Review incoming and outgoing calls.
Access call recordings, transcripts, and detailed logs.
Build AI-generated contact playbooks.
Select specific people for campaign audiences.
Tip: Before contacting someone, review their Timeline, Research, notes, recent Call logs, and PlayBook to understand the existing relationship and engagement history.
