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The Contacts tab is where you manage everyone involved in a deal: who they are, how they’re engaging with the room, and where they sit in the buyer’s org. It has two views:
  • List, the table of confirmed room contacts, plus a separate Identified contacts table for people REX has spotted but hasn’t fully confirmed yet.
  • Map, a visual stakeholder and org-chart view, built automatically from what REX already knows about the deal.
Clicking into any contact, from either view, opens a detail sheet with their full profile, engagement, and the quotes behind it. Where the List tells you who’s in the room, the Map tells you who reports to whom, what role they play in the decision, and how engaged or supportive they are. That’s the picture you’d otherwise have to piece together yourself from calls and CRM notes.

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Contacts List

The Contacts tab in List view with name, role, status, time in room, last seen, engagements, and sessions columns

The Contacts tab in List view, showing confirmed room contacts with role, status, and engagement columns

The List is the main table of confirmed contacts in the room, sortable and filterable by: Contacts who haven’t been invited yet show how they entered the room instead of engagement data, for example “Added via HubSpot,” “Added from a call,” or “Added via AutoPilot.” That lets you tell a manually-added stakeholder apart from one REX surfaced on its own. Use + Add contact to add someone directly.
For every route a contact can take into a room, and what each status means, see How contacts are added to rooms.

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Identified contacts

The Identified contacts table showing names and where each person was identified

The Identified contacts table below the main contacts list, with an Add to room action for each unconfirmed person

Below the main list is a separate Identified contacts table. It holds people REX has spotted through calls or other data but hasn’t fully confirmed as room contacts yet. Each row shows only a Name and an Identified in note, for example “Joined the Security deep-dive session,” or “Mentioned by Sarah Okafor in Pricing alignment call,” explaining where they were seen and why they’re considered relevant to the deal. From here you can:
  • Add to room, promoting them into the main contacts list.
  • Dismiss, if they’re not actually relevant to this deal.
Nobody moves from Identified contacts onto the main list, or onto the Contact Map, without this confirmation step. That’s what keeps the confirmed list trustworthy rather than cluttered with guesses.

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Contact detail sheet

A contact detail sheet with contact info, influence and risk scores, room engagement, signals, and meeting quotes

The contact detail sheet, showing their info, influence and risk scores, room engagement, signals, and the quotes behind them

Clicking any contact, from the List or the Map, opens a detail sheet with everything REX knows about that person:
  • Contact: email, phone, and LinkedIn.
  • Scores: an Influence score (how much this person’s opinion carries weight in the decision) and a Risk score (how much of a concern they currently represent), each out of 100.
  • Room engagement: when they joined, when they last visited, and how many visits total.
  • Signals: the specific signal types tied to this person, expandable for detail.
  • Quotes from meetings: the actual quotes captured from calls that back up their role, sentiment, and scores, each with which meeting it came from and when.
This is the same evidence-backed approach used throughout the Knowledge Graph. Nothing about a contact’s role, score, or sentiment is asserted without a traceable source.

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Contact Map

The Contact Map canvas view with person cards connected by reporting lines

The Contact Map canvas, showing person cards arranged as a reporting tree

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Building the map

REX builds the map from two inputs: the contact details you already have (name, title, department) and what’s said in meeting transcripts. See where REX’s data comes from for how those transcripts get in. People still sitting in Identified contacts aren’t shown on the map until they’re promoted onto the main list.

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Reporting lines

Lines on the map represent only the org-chart hierarchy, meaning who reports to whom. These are inferred carefully, in order of confidence:
1

Explicit statements in a call or transcript

“I report to Sarah,” or “she’s on my team.” This is the strongest signal.
2

Title and department hierarchy

For example, Head of Content sits above a Content Marketing Manager. Only applied within matching or related functions, never across unrelated departments.
Two people with the same title are treated as peers, not a reporting relationship, and a passing mention like “let me ask X” is never read as a reporting line. If the evidence is thin, REX leaves a person unconnected rather than guessing. Any line built from title or department inference alone is shown visually distinct, greyed or dashed, as a prompt to confirm it rather than presented as fact.

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Node cards

Each person on the map shows their name, title, and LinkedIn (when known), plus their buying role, an influence indicator, and their current sentiment or engagement with the deal. Stakeholders who are referenced but haven’t joined the room yet are flagged directly on the map as missing, rather than left out.

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Enrichment and privacy

When REX identifies someone it doesn’t have full details on, it first tries to fill in the gaps (title, company, and so on) automatically using available enrichment data.
  • If a real email address is found this way, that person is added to the room directly, without sending them an invitation.
  • If no email can be found, you’ll be prompted to enter one yourself.
REX never displays a system-guessed email address in the interface. You’ll only ever see a real, confirmed email or a prompt to provide one.

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Editing the map

Everything on the map can be changed by hand. Add or remove people, rename them, change their title, role, influence, or sentiment, draw or remove a reporting line, or drag a card to reposition it. You can also just type an instruction in plain language, like “Sarah reports to the CTO,” and the map updates accordingly.
Edits you make are sticky. If REX later processes new meetings or data, it will add genuinely new information but will never overwrite a field you’ve personally set, never bring back a person you removed, and never touch a reporting line you’ve confirmed.

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The canvas

The map is a draggable canvas of person cards, with your layout staying stable across refreshes so you don’t lose your bearings.
  • A top bar lets you search for a stakeholder and filter the view.
  • A toolbar covers adding a node, undo and redo, zoom, fit-to-screen, and export.
  • You can switch how the map is laid out between Org Chart (the default reporting tree), Power / Interest, and RACI Circle, depending on which lens is more useful for the conversation you’re having.
Clicking a person opens the same detail sheet described above.

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How different roles use this

Open the Contacts tab before a call to orient yourself on who you’re talking to and who else is involved.
  • Check the List for gaps in your buying committee. A deal with no confirmed Economic Buyer or Champion is a flag to go find one.
  • Check Identified contacts for people REX has spotted but you haven’t confirmed. It’s a quick way to catch a stakeholder you didn’t know was in the mix.
  • Use the Map’s reporting lines to understand who influences whom, and tailor your talking points to each person’s role and sentiment.
  • Open a contact’s detail sheet before a call to review their influence and risk scores and the actual quotes behind them.
  • Correct anything the map got wrong. Rename a role, fix a reporting line, or drag someone into place. Your corrections stick even as new calls come in.
  • If someone’s shown as “missing,” that’s your cue to get them into the room.
Use the Contacts tab the same way in a post-sale onboarding or account room, just aimed at the people rolling the product out and using it day to day rather than the buying committee.
  • Check the List to see who on the customer’s side is actually engaged during rollout. A room with only the original champion showing activity, and no end users, is a sign adoption hasn’t spread past the person who bought it.
  • Use the Map to track who owns the relationship going forward, especially when your original champion changes roles or a new admin takes over.
  • Identified contacts is where new stakeholders surface as they get pulled into onboarding calls or start showing up in the room. Confirm the ones you’ll actually be working with.
  • Watch for “missing” stakeholders on the map. Someone referenced as the eventual admin or power user who’s never joined the room is worth chasing down before go-live.
  • A contact’s detail sheet is a fast way to check whether a specific user has engaged with training material or is still at zero visits, without digging through a separate LMS or support tool.
  • Use the Map in deal reviews to quickly check buying-committee coverage. Is there a confirmed Economic Buyer? A Champion? Anyone marked as a Blocker?
  • A deal with a thin or unconnected map, meaning few reporting lines and several “missing” stakeholders, is a sign the rep hasn’t yet mapped the account. Worth flagging before a forecast conversation.
  • Because reps’ manual corrections are sticky, a well-maintained map is a decent proxy for how well a rep actually understands the account.
  • A long-standing Identified contacts list nobody’s confirmed or dismissed is a sign the rep isn’t reviewing the tab regularly.

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FAQ

No. REX only ever shows a real, confirmed email. If it can’t find one, it asks you to enter it instead.
First from explicit statements in meetings or calls. If none exist, from title and department hierarchy within the same function. If there isn’t enough evidence, the person is left unconnected rather than guessed at.
Yes. Manual edits are sticky. Future processing adds new information but never overwrites, removes, or reconnects something you’ve personally set.
The main list is your confirmed room contacts. Identified contacts holds people REX has spotted through calls or data but hasn’t fully confirmed yet, each with a note on why they were flagged as relevant.Neither the Map nor engagement tracking applies to someone until they’re promoted out of Identified contacts.
They show up on the map flagged as “missing” so you know to add or invite them, rather than being silently dropped.
Yes. You can add, edit, or remove any person on the map directly, or describe the change in plain language and have it applied automatically.
Their contact info, Influence and Risk scores, room engagement (joined date, last visit, visit count), the specific signals tied to them, and the actual quotes from meetings that back all of it up.
Yes. Beyond the default Org Chart reporting tree, you can switch to a Power / Interest view or a RACI Circle view from the toolbar at the bottom of the Map.