Contacts
How contacts work
Section titled “How contacts work”When Plannd transcribes a meeting, it identifies speakers and creates contacts for each participant. Over time, your contacts list builds up a directory of the people in your meetings.
Viewing contacts
Section titled “Viewing contacts”Go to the Contacts page from the main navigation to see all your contacts. Each contact shows their name and which sessions they appeared in.
Search and filter
Section titled “Search and filter”Use the search bar to find contacts by name or alias.
Merging contacts
Section titled “Merging contacts”Sometimes the same person appears under different names across sessions (e.g. “Dr. Smith” and “John Smith”). Select exactly two contacts and click Merge to combine them into one. Aliases from both contacts are preserved.
Editing contacts
Section titled “Editing contacts”Click a contact to edit their display name. The original names are kept as aliases for future matching.