# Import customers from your conversations Let Salfio analyze your last 6 months of email and meetings to suggest the customers you should track. Instead of creating clients one by one, Salfio can build your client list for you. **Import customers** reads the last 6 months of your connected communications, finds the companies you actually talk to, researches each one, and suggests them as clients — each with a ready-made assignment rule so new emails and meetings route to them automatically. ## Where to find it - On an empty Clients page, the **Import customers from your conversations** card is front and center. - Any time later, use the **Import customers** button at the top of the Clients page. You can re-run it whenever you connect a new source — companies you already track are never suggested twice. ## Step 1 — Connect your channels Discovery reads from these sources: | Source | What it contributes | |----|----| | **Gmail** | Contacts and recipients — everyone you've emailed | | **Custom IMAP** | Contacts and recipients from any IMAP mailbox — inbox and sent folder | | **Fireflies** | External participants from recorded meetings | | **Read.ai** | External participants from Read.ai meetings | Connect at least one — each source can be connected right here, without leaving the wizard — then press **Start discovery**. Slack and Videocall Transcription aren't used for discovery. Only address information is read during discovery — message bodies are not downloaded, for custom IMAP mailboxes included. Personal mailboxes (Gmail, Outlook, etc.), no-reply senders, your own team's addresses, and domains you already track as clients are filtered out automatically. Newsletters and other bulk mail are recognized and pushed down the ranking rather than competing with real customers — you'll still see them, sorted into the **Others** tab at review. ## Step 2 — Analyzing Salfio scans your conversations, groups people into companies, and researches each company on the web to identify it. You'll see live progress: conversations scanned, companies found, and research completed. Most runs finish in under a minute. If yours takes longer than about 30 seconds, it keeps running in the background — you can safely close the tab, and Salfio emails you a link straight back to the review step when the list is ready. ## Step 3 — Review and select The list is ordered by how strongly each company matches a real customer relationship: meetings you held and emails you sent count for much more than mail you merely received, so the companies you actively work with rise to the top. Every suggested company shows: - the **company name and domain** - the **people** your team communicated with there - the **suggested assignment rule** (match by email domain) - when the company was double-checked, the **evidence** behind its classification — short observations like *"Their invoices to us"* or *"They booked onboarding with us"*, right on the row The list is split into tabs by how Salfio classified each company: - **Clients** (the default) — the companies Salfio believes are real customers - **Vendors** — suppliers and tools you pay for - **Others** — newsletters and senders with too little signal to call - **All** — everything in one list Each tab shows its count, and non-client companies carry a small badge explaining why they were set aside. Your selection follows you across tabs — if you spot a real customer that was classified as a vendor, select it there and it will be created along with the rest. The toolbar always shows your total selection so nothing is created out of sight. Before a company is offered as a client, Salfio double-checks the call with a second pass: it weighs the direction of your exchanges — who invoices whom, who books whom — together with what the company's own website says and what your existing clients look like. A company you are in an active sales conversation with counts as a client: a discovery call, a demo, a trial or a proposal is enough, and you do not need to have invoiced anyone yet. A company only moves off the Clients tab when something concrete points the other way — their invoice, receipt or renewal notice to you, or support you asked them for. "Nothing obvious either way" leaves the company where it is, so the people you have actually met and written to stay in front of you. Companies you have both met and written to come preselected, as do those with concrete evidence on the row. When the signal is thinner, the company stays on the Clients tab but unchecked, with a **Needs review** badge: glance at any evidence shown on its row and decide yourself. Companies with very little communication behind them also carry a **low signal** badge and stay unchecked. Companies you already track as clients are left out of the results entirely — a run suggests only what is new, so a short list can simply mean your client list is already up to date. People who work from a personal address — Gmail, Outlook and the like — are included when you have actually worked with them: a meeting, or mail you sent them more than once. Freelancers and independent consultants are suggested as themselves rather than as a company. A personal address you have only received mail from is still left out, so your own contacts and mailing lists do not fill the review. Pick the ones you want and press **Create clients**. Each selected company becomes a client with its assignment rules already in place; from that moment, new emails and meetings route to it automatically — the same as if you had [created the client by hand](/docs/getting-started/first-client). ## Good to know - **One run at a time.** If a discovery is already running for your organization, the wizard resumes into it instead of starting another. - **Re-running is safe.** Suggestions you already accepted and domains that already exist as clients are skipped, never duplicated. - **Partial results beat none.** If one source fails mid-run (say, an expired token), discovery continues with the remaining sources. - **Very large organizations.** Discovery researches up to 200 companies per run — the strongest matches. If more were found, the review step notes how many it is showing out of the larger total; companies you create become clients, and a later re-run surfaces the rest. ## Related pages - [Administrator Tools](./administrator-tools.md) - [Agent Tools](./mcp-external-servers.md) - [Assign a Slack channel to a client over the API](./guides-assign-slack-channel.md) - [Authenticated health check](./api-reference-gethealth.md) - [Authentication](./api-authentication.md) - [Cards](./cards.md) - [Changelog](./changelog.md) - [Changelog](../changelog.md) - [Connect a workspace](./getting-started-connect-workspace.md) - [Connect an integration](./getting-started-connect-integration.md) # Agent Instructions This portal answers questions programmatically. To receive a synthesized, source-cited answer instead of crawling page by page, append the `?ask=` query parameter to any page URL on this site: /guides/quickstart?ask=how+do+I+authenticate Optional parameters: - `&goal=` steers the answer toward your objective (e.g. `&goal=write+a+python+client`). - `&version=