People & Companies

Audience: Marketers and admins

People & Companies is where the workspace keeps the human side of advocacy. Every email HighAdvocacy sees through a widget load, a hosted webpage open, or a submission becomes a person record. Every business domain becomes a company record. You do not import contacts, and you do not maintain them by hand. The records resolve automatically from the events you are already capturing.

This area replaces a separate CRM for advocacy purposes. It is built around two questions: who has interacted with your campaigns, and which accounts they belong to.

Where to find it

In the workspace sidebar, open People. The page has two sub-tabs at the top:

• People at /w/{workspaceId}/people (default).
• Companies at /w/{workspaceId}/people/companies.

How records get here

You do not add people or companies through a form. They appear automatically whenever HighAdvocacy captures an email:

1. The widget loads on your product (or the hosted webpage opens) and captures an email, either passed in by the host page or entered by the visitor.
2. HighAdvocacy resolves a person by email and a company by the email domain, creating either if it does not exist.
3. Every later event for that email merges into the same person. No duplicates per workspace.

For free email providers (Gmail, Yahoo, Hotmail, Outlook, iCloud, ProtonMail, and similar), the person has no company link. For everything else, two people with @acme.com map to one Acme company.

People sub-tab at a glance

The People sub-tab has two smart views in the header:

• All shows every person the workspace has seen.
• Advocates narrows to people who have produced at least one verified proof artifact.

Each row carries the person identity, the resolved company (if any), the current lifecycle Stage, the relationship type (User, Customer, Lead, Partner, and so on), and recency signals like Last activity. Lifecycle stages move as the person progresses through advocacy (for example ENGAGED when they have interacted, SUBMITTED after a submission, REWARDED after a reward goes out).

Columns are grouped by purpose:

• Core: Person, Email, Relationship, Job title, Location.
• Company: Company, Domain, Industry, Size, ARR.
• Social: LinkedIn, X, Facebook, Reddit, YouTube, Instagram, TikTok.
• Advocacy: Given, Stage, Tags, Last activity.

You decide which of these to show and in what order using the Columns picker. See Browse, filter, and save views.

Companies sub-tab at a glance

The Companies sub-tab is the account view. Every row is a company with its domain, plus aggregate counts of People, Advocates, and Proof tied to that account.

Use this sub-tab when you want to think in accounts rather than individuals: which customers have produced the most proof, which accounts have the most engaged advocates, which logos you can reasonably claim as case-study candidates.

What you can do here today

• Search and filter across both sub-tabs.
• Reorder and show or hide columns per sub-tab.
• Save the current filter, sort, search, and column setup as a reusable view.
• Open a person or company in a side drawer to see profile fields, social handles, the snapshot of advocacy contribution, and an activity timeline.
• Tag a person or company, add or edit social handles, and update fields inline.

What is not in scope yet

• No manual import of people or companies. Identity comes from real widget and webpage events, not a CSV upload.
• No identity stitching across multiple emails for the same person. A new email is a new person.
• No fuzzy matching or company merging by domain renames. Domain matching is exact (after lowercasing and stripping www.).

These are intentional scope choices for the current version.

Related docs

• Campaigns: the surfaces that create the events People & Companies records.
• Proof Library: the destination for every approved submission, linked back to the person who created it.
• Roles and permissions: which roles can edit, send rewards, or delete records.