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# How to Create Records from the Inbox

Turn any conversation participant into a CRM record without leaving your inbox.

## Overview
When you receive a message from someone who is not yet in your CRM, you can create a **Person**, **Company**, or **Deal** record directly from the inbox — without leaving the conversation. Breakcold will automatically **enrich the new record with AI**, pulling in details like company name, job title, LinkedIn profile, location, and more.
## Step 1 — Open a Conversation
1. Go to your **Inbox** and click on a conversation from a contact you want to add to your CRM.
Open a conversation from someone you want to create a record for.
## Step 2 — Open the Participants Panel
2. Click the **Participant** button in the top-right corner of the conversation. The Participants panel will slide open on the right side.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_e8m9h6.png)

The Participants panel shows the conversation participant and lets you create or link records.
## Step 3 — Choose the Record Type
3. In the Participants panel, click on the participant's name or the dropdown arrow. A menu will appear with three options:
* **Create as Person** — Create a new People record
* **Create as Company** — Create a new Company record
* **Create a Deal** — Create a new Deal record
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_xkhkno.png)

Choose whether to create a Person, Company, or Deal record from the conversation.
## Step 4 — Create the Record
4. Select your record type (e.g. **Create as Person**). A form will appear in the Participants panel.
5. Click the **Create record** button to save the new record.
Click "Create record" to add the contact to your CRM.
## Step 5 — Automatic AI Enrichment
Once you click Create record, Breakcold **automatically enriches the new record with AI**. Within seconds, the record is populated with details extracted from the conversation and public data:
* **Company** — The contact's company name
* **Email** — Their email address
* **Phone** — Phone number (if available)
* **Job Title** — Their role
* **LinkedIn** — Their LinkedIn profile
* **Location** — City, region, country
* **Quick Notes** — An AI-generated summary based on the conversation context
The record is created and automatically enriched — Company, LinkedIn, Location, and Quick Notes are all filled in by AI.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_1d9ycuy.png)

| Tip — The AI-generated Quick Notes are particularly useful. Breakcold analyzes the conversation content and creates a brief summary so you can remember the context at a glance.
## Viewing the Record Details
After the record is created, you can view all its details directly in the sidebar without leaving the inbox.
1. The **Details** tab shows all enriched fields: Company, Email, Phone, Job Title, LinkedIn, Location, and Quick Notes.
The Details tab shows all enriched information including an AI-generated summary in Quick Notes.
2. The **Activity** tab shows a log of what happened: when the record was created, which fields were enriched, and by whom.
The Activity tab logs all actions — here you can see Breakcold enriched multiple fields automatically.
## Linking to Another Record
After creating a record, you can also **link it to another existing record** in your CRM. For example, you might want to link a Person to their Company record or to a Deal.
1. In the Participants panel, click **Link to another record** below the record details.
Use "Link to another record" to connect this person to a Company, Deal, or other record.
| Note — You can also click Manage Roster at the bottom of the Participants panel to manage all participants in the conversation and their linked records.
## Frequently Asked Questions
**How do I create a record from the inbox?**
Open a conversation, click **Participant** in the top-right, then choose **Create as Person**, **Create as Company**, or **Create a Deal** from the dropdown.
**What types of records can I create?**
You can create **Person**, **Company**, or **Deal** records directly from any inbox conversation.
**Does Breakcold automatically fill in the record details?**
Yes. When you create a record from the inbox, Breakcold's AI automatically enriches it with details like company name, job title, LinkedIn profile, location, and a Quick Notes summary based on the conversation.
**What are Quick Notes?**
Quick Notes are AI-generated summaries based on the conversation context. They help you remember who the person is and what they were talking about at a glance.
**Can I link the new record to other records?**
Yes. After creating a record, click **Link to another record** in the Participants panel to connect it to a Company, Deal, or other existing record.
**Where can I see the enrichment activity?**
Click the **Activity** tab in the record sidebar. It shows a log of all enrichment actions, including which fields were auto-filled and when.
**Do I need to leave the inbox to create records?**
No. The entire flow — creating the record, enriching it, viewing details, and linking records — happens directly within the inbox sidebar.