Dynamic Contacts Overview

Dynamic Contacts & Intelligent Connections in Bearish OS

In Bearish OS, Dynamic Contacts and Intelligent Connections serve as the backbone for tracking, managing, and enhancing every interaction or "touchpoint" between users and external contacts. These systems ensure that all communications, tasks, meetings, and interactions are seamlessly captured, offering a comprehensive view of contact activity across Bearish OS. Through Dynamic Contacts and Intelligent Connections, Bearish OS ensures users never miss a key interaction, regardless of whether it happens internally or via third-party integrations like Jira, Box, Confluence, Outlook, Teams, Slack, and SAP.

Core Functionality of Dynamic Contacts & Intelligent Connections

1. Touchpoint Creation and Tracking

Dynamic Contacts automatically log any interaction with external contacts, whether it's an email, video call, task assignment, or document share. Each interaction creates a "touchpoint" that is logged on the relevant contact card, providing a clear timeline of activities. Intelligent Connections leverage this data to offer users insights and connections across Bearish OS centers, helping users understand how their interactions relate to business goals.

2. Internal vs. External Contacts

Dynamic Contacts first check if a person is an internal Bearish OS user (through the HR Employee Directory or other Bearish OS systems). If no match is found, the system assumes the contact is external and creates a new CRM contact, triggering the appropriate touchpoints and intelligent suggestions.

3. Linking to Contact Cards and Intelligent Suggestions

Each touchpoint is logged with relevant metadata, such as the event type (e.g., task assignment, email, video call), timestamp, and involved users. Intelligent Connections analyze these touchpoints and provide actionable insights, suggestions for follow-up, and context on ongoing interactions, helping users manage relationships better.

Dynamic Contacts & Intelligent Connections Across Bearish OS Centers & Integrations

Workspace Center

• Shared Items: Anytime an item is shared with an external contact, Dynamic Contacts trigger, logging the contact, date, and time of interaction. Intelligent Connections suggest other items the contact has been involved in across Workspaces.
• Task Assignments: Tasks assigned to external contacts trigger touchpoints, with Intelligent Connections offering related task insights and project status updates.
• Comments: Adding comments on shared items triggers touchpoints, with suggestions for further collaboration.
• Public Triggers: Internal and external public sharing of workspace documents or tasks also create touchpoints, tracking these interactions.

Cloud Storage (Box Integration)

• File Sharing: Files shared from Bearish OS or Box trigger Dynamic Contacts, logging who received the file and when.
• File Views: Anytime someone views a shared file, the system logs a touchpoint (even anonymous views). Intelligent Connections track user engagement, suggesting related files or follow-up actions.
• Link Visits: Visits to shared links trigger touchpoints and Intelligent Connections suggest future actions based on engagement.
• Comments: Adding comments on files triggers touchpoints, ensuring all interactions are tracked.

Message Center (Slack & Teams Integration)

• New Messages: Messaging a new external contact triggers a prompt for Dynamic Contacts to match or create a new contact, tracking the Slack or Teams unique identifier (@ID). Intelligent Connections help identify patterns in conversations and suggest key follow-ups or tasks.
• Message Logging: All messages sent via Bearish OS, Slack, or Teams are logged as touchpoints, with timestamps and content analysis for future reference.
• Third-Party Integration Insights: Conversations through Slack, Teams, or other messaging platforms are dynamically linked to ongoing tasks, projects, or calendar events.

Email Center (Outlook & Gmail Integration)

• Sent Emails: Sending emails triggers touchpoints, logging them in the CRM with full context (subject, recipient, timestamp).
• Received Emails: Incoming emails also trigger touchpoints, automatically linking to the correct contact or creating a new one. Intelligent Connections suggest follow-ups, related tasks, or meeting setups based on email content.
• Linking Emails to Projects: Emails linked to Workspaces or Projects trigger Dynamic Contacts, logging both the email and the associated workspace/project. Intelligent Connections suggest project-related actions or next steps.
• Scheduled Emails: Once a scheduled email is sent, a touchpoint is triggered, tracking the email's effect.

Calendar Center (Outlook Calendar Integration)

• Event Creation: Scheduling or updating events triggers touchpoints, logging interactions with all participants.
• Meeting Links: Video call links (from Bearish OS Video, Teams, Zoom) in calendar invites are automatically tracked as part of the event. Intelligent Connections analyze meeting patterns and suggest improvements or insights for recurring events.
• Mime File Tracking: Emails containing calendar invites with unique URLs are tracked, adding touchpoints based on recipient interactions.

Video Center

• Video Call Creation: Anytime a video call is created or shared, it triggers Dynamic Contacts, logging participation details and creating intelligent reminders for follow-up.
• Call Participation: Entering a video call triggers touchpoints with metadata like duration, attendees, and the platform used (Teams, Zoom, etc.). Intelligent Connections analyze call details to offer insights for future meetings.

Jira & Confluence Integration

• Task & Issue Assignment: Assigning Jira tasks or issues to external contacts triggers touchpoints, with Intelligent Connections providing updates on progress and suggesting next steps.
• Comments & Mentions: Mentions or comments on Jira tasks or Confluence documents are tracked, logging each interaction in Dynamic Contacts and providing follow-up suggestions.
• Document Access in Confluence: External contacts accessing Confluence documents trigger touchpoints, logging views and edits. Intelligent Connections suggest related documents or contacts for collaboration.

SAP Concur & SAP SuccessFactors Integration

• Expense & Reimbursement Tracking: Expenses and reimbursements in SAP Concur, especially involving external contacts, trigger touchpoints that log the interaction in the CRM.
• HR & Payroll Actions: For external contractors or partners, payroll and HR actions within SAP SuccessFactors trigger Dynamic Contacts and suggest relevant follow-up activities or documentation based on the interaction.

Key Benefits of Dynamic Contacts & Intelligent Connections

1. Centralized Interaction History: Every interaction, whether through Bearish OS or integrated external platforms like Jira, Box, Outlook, Teams, Slack, and SAP, is logged centrally, providing a complete history of touchpoints.
2. Automated Data Enrichment: Dynamic Contacts automatically enrich contact information with relevant data, while Intelligent Connections use this information to offer actionable insights, improving relationship management.
3. Comprehensive Integration: Dynamic Contacts and Intelligent Connections work seamlessly across all Bearish OS centers and external systems, ensuring no interaction is missed.
4. Intelligent Suggestions: Through Intelligent Connections, Bearish OS provides users with real-time suggestions for follow-ups, related tasks, and next steps based on ongoing touchpoints, ensuring optimal engagement and productivity.

By combining Dynamic Contacts and Intelligent Connections, Bearish OS ensures that users maintain a complete understanding of every interaction with their contacts, both internal and external, while driving business outcomes through smart insights and suggestions.