> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Person Detail

> The full profile for a single contact — timeline, deals, properties, calls, and AI insights

The Person Detail page is the single source of truth for a contact. When you click on any person from the People list, deal card, or search result, you land here.

## Layout overview

The page is split into two main areas:

* **Left panel** — Core contact info, AI intelligence widget, linked deals and properties
* **Right / main area** — Tabbed timeline of all activity

## Contact Info panel

Shows the contact's name, type (Lead/Client/Agent/Partner), phone numbers, email addresses, and source. Edit any field inline by clicking on it.

**Tags** appear below the name and can be added or removed freely for custom filtering.

**Assigned agent** shows which team member owns this contact (org admins can reassign).

## AI Intelligence Widget

Winnie's AI sidebar shows:

* **Lead Score** — A 0–100 score based on engagement, recency, and behavioral signals
* **Intent** — Predicted intent (Buying, Selling, Renting, None detected)
* **Urgency** — Low / Medium / High flag based on communication patterns
* **Summary** — A plain-English summary of the last few interactions
* **Suggested next action** — Winnie's recommended next step (e.g., "Follow up — last called 8 days ago")

## Activity Timeline

The main timeline auto-logs every interaction:

### Calls

Each call shows duration, direction (inbound/outbound), recording playback, and a full AI-generated transcript. Click **Read summary** to get a one-paragraph synopsis without reading the full transcript.

### Emails

Two-way email sync means every email you've sent to or received from this person appears in the timeline, in thread view.

### Notes

Any notes you've added appear in chronological order. Notes support rich text formatting. You can tag a note as a Call Note, Property Note, or General Note.

### Pipeline events

Every time this contact moves through a pipeline stage, it's logged here with a timestamp and the agent who made the change.

### Tasks

Tasks associated with this contact appear with their due date and status.

## Linked Deals

The **Deals** tab on the left panel shows all deals this contact is associated with. Click **Add to Deal** to link them to an existing deal or create a new one on the spot.

## Linked Properties

Shows properties this contact has been shown, has expressed interest in, or is listed on. Click any property card to open the [Property Detail page](/properties/detail).

## Quick actions

The action bar at the top of the page has:

* **Call** — Opens the in-browser dialer
* **Send Email** — Compose and send an email
* **Add Note** — Quick note without leaving the page
* **Add Task** — Schedule a follow-up
* **Add to Pipeline** — Attach to a deal stage
* **Favorite** — Pin to dashboard

## Partners tab

If this contact is a mortgage broker, lawyer, inspector, or other partner, the Partners tab shows their referral history and linked transactions.